Tailored for Accounting Firms, CSPs & Finance Teams
Your documents, organised.
Effortlessly.
Ziffa collects, validates, renames, and files client docs into your SharePoint or Google Drive - so your team spends time on billable work, not admin.
The Real Problem
You're not understaffed. You're over-admin'd.
The real growth constraint
Onboarding drags because client due diligence forms arrive incorrect and incomplete.
Your team is burned out
You think you're at max capacity. Not because your team can't do more - because every new client means more admin.
The invisible admin tax
Hours vanish chasing missing files, renaming documents, fixing messy folder structures.
What if every client onboarding questionnaire arrived perfectly filled? No manual verification. No missing fields. No chasing 'half-finished' data. Just clean, accurate information the first time.
What if every client just…knew what was due and when? No mental tracking. Expiries flagged. Deadlines communicated automatically. Reminders sent. Total visibility on every timeline without ever opening a spreadsheet.
What if every document landed in the right folder, named correctly? Collected. Validated. Named. Filed. Before you even open the folder.
What if your audit trail was built in real-time? Logged interactions. Recorded touchpoints. Automated document generation. Total compliance without the manual effort.
The assistant that doesn't need managing
Ziffa runs on top of your existing SharePoint/Google Drive. Your team keeps working exactly as before - except, now documents are collected, verified and filed automatically.
Set your requirements
Define the documents needed per service.
Add client
Select entity type and assign services. Document checklist is built automatically.
Client uploads
Client gets a checklist and a simple link to upload — or an email address to send to. No login needed.
Auto-validation & filing
Documents are recognised, validated, renamed, and filed into the right folder.
Audit-ready in seconds
Organised. Complete. Current. Traceable. No more scrambling for missing files.
Your storage stays where it is — just finally organised.
Ziffa doesn't become your "new place for files". It converts your existing SharePoint/Google Drive into a system — consistent folders, consistent naming, consistent completion.
You keep control of the KYC and risk decisions. Ziffa handles the grind.
Here's what actually changes
Ziffa isn’t generic software you need to learn. We implement it with YOU — tailored to your workflow, so you deliver a faster, more professional service without adding headcount.
More clients, same team
Reclaim the hours lost to admin — and use them to serve more clients without adding headcount.
Nothing falls through the cracks
Deadlines track themselves. Gaps surface automatically. Every file is ready when you need it..
Business continuity guaranteed
Standardised client files mean smoother handovers and less dependency on individuals — with a clear record of what was received, when, for every client
Built for firms that can't afford to stay manual
For Accounting Firms
Your staff are qualified professionals spending their days on admin. That's not a people problem — it's a systems problem. Ziffa handles the collection, the chasing, the filing. Your team does the work that clients actually pay for.
Seamless client onboarding
Client submissions named, filed, and kept consistent automatically
Reporting deadlines tracked automatically
Complete document trail for every engagement
For Corporate Service Providers
The CSPs winning clients aren't working harder — they automated the chase. Ziffa lets you match their speed without hiring their headcount. Complete and correct documents, ready for review, in days not weeks.
Frictionless due diligence doc collection - info ready for your expert risk assessment
Validation before human review
Every client file follows the same structure
Expiry alerts before documents go stale
For Finance Teams
Invoices arrive by email or through Whatsapp. Bank statements get downloaded and forgotten. Contracts and service agreements get lost. By month-end, half the paperwork is missing and the other half is buried in your Downloads folder with filenames like IMG_4382.jpg. Ziffa gives your finance team a single drop point for every document — invoices, receipts, purchase orders, proof of payments, delivery notes — automatically recognised, validated, and filed before anyone has to touch them.
Invoices and receipts captured and filed on arrival
Documents organised by vendor or project
Every document traceable — no more digging through inboxes at month-end
Audit-ready files — when the auditor asks, you send. No scrambling.
Everything you need. Nothing you don't.
Built to remove the admin grind: structure, upload, classification, naming, chasing, expiry, completeness, export.
AI Powered Onboarding
Documents drive the process — AI extracts, validates, and pre-fills your diligence forms. You make the risk call.
Frictionless Implementation
Clients upload through a simple link or forward to a dedicated email. Your team stays in SharePoint or Drive — no new system to learn.
Smart Classification
Bank statements, invoice, receipt, ID, contract — Ziffa identifies, validates and classifies automatically.
Smart Renaming
Goodbye IMG_4521.jpg. Hello Acme_Invoice_2024-12-15_SupplierX.pdf. Consistent naming, always.
Automated Reminders
Missing documents? Ziffa sends chase emails automatically. You set the rules — Ziffa does the nagging.
Expiry Tracking
ID expires in 30 days? Ziffa flags it. Never get caught with outdated documents again.
Completeness Dashboard
Live view of which clients are complete, which have missing docs, and which need attention.
Audit Pack Export
Generate a complete, indexed document pack — ready to share or archive with a clean evidence trail.
The Investment
Simple, Transparent Pricing
Most firms don't realise how much document admin actually costs them — until they see the numbers. You can't fix what you haven't measured.
What's document admin really costing your firm?
5 quick questions. 60 seconds. You'll see exactly how much your team is bleeding on low-value work every month — and what that adds up to over a year.
Where is your firm leaking time?
A 2-minute assessment that scores your document workflows across collection, filing, onboarding, and compliance. You'll get a personalised efficiency score, actionable quick wins, and — if you qualify — an invitation to a no-obligation Fit Audit.
One shows you the cost. The other shows you the cause. Both take under 2 minutes.
Lock in launch pricing and get the opportunity to shape the product.
Is Ziffa right for you?
Great fit if...
- ✓ You're an accounting firm, CSP, or work in a finance team
- ✓ You're tired of document chasing and repeating the same requirements
- ✓ You rely on email and folders for document collection
- ✓ You don't have a dedicated compliance tech team
- ✓ You want inspection-ready files without the admin
Not right if...
- ✕ You have a custom system your team loves
- ✕ You need full KYC/AML risk assessment
- ✕ You have a large compliance team with set workflows
- ✕ You want a generic document storage tool
You're right to ask. Here's what you need to know
Yes. Ziffa connects to your existing SharePoint or Google Drive and organises files in the background. From your team's point of view, documents just show up in the right place.
Existing files stay put. By default, Ziffa organises new incoming documents into a clean, standard structure. If you like, we can also help you tidy and restructure existing folders during implementation.
We support batch uploads of scans/photos/PDFs. If you scan a bundle, Ziffa can classify, rename, and file it to the right client/month — and flag what’s missing.
No. Clients receive a simple upload link. They drag, drop, and done. No accounts, no passwords, no friction.
You shouldn't have to guess. This 2-minute assessment will show you exactly where your firm is losing time to admin. If the results show that your 'admin bleed' is significant, we'll invite you to a 30-minute Operational Audit to understand your workflows, identify quick wins, and show what Ziffa would automate inside your environment.
Normal. During implementation we map Ziffa to your preferred structure, not the other way round. You agree on the logic once; we automate it and keep it consistent.
Your documents stay in your own SharePoint or Google Drive. Ziffa uses controlled access to classify and file into your storage — a courier that files documents, not a warehouse that stores them. Your existing security policies remain in force.
Step one is a 30-minute operational audit. We’ll assess your current workflows to see if Ziffa can deliver the efficiency gains you’re targeting, and whether we're the right partner for you. If you qualify, we’ll schedule your implementation kickoff at your convenience within 14 working days.
Ready to get your files in order?
Join the Founding Partners taking document admin off their plate and putting time back into the work that matters.