For accounting, audit & corporate services teams
Your documents, organised.
Effortlessly.
Ziffa automatically collects, validates, renames, and files client docs into your Drive/SharePoint — so your team spends time on billable work, not admin.
The Real Problem
You're not understaffed. You're over-admin'd
The invisible admin tax
Hours vanish chasing missing files, renaming documents, fixing folder chaos.
The real growth constraint
Onboarding drags because the pack arrives late and incomplete. That's not a hiring problem — it's a systems problem
Your team is burned out
You think you're at max capacity — but not because your team can't do more. Every new client means more chasing, more filing, more admin.
What if the files just… appeared? Collected. Validated. Named. Filed. Before you even open the folder.
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.
Add client
Select the entity type + services. Ziffa suggests a required document checklist
Client uploads
Client receives checklist. They get a link. Clients drop files. Automatic reminders go out until complete.
Auto-validated & filed
Named correctly, in the right folder, every time.
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 risk decisions. Ziffa handles the grind.
Here's what actually changes
Ziffa isn't software you buy. It's capacity you unlock.
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 Audit Firms
Audits get delayed because the PBC pack arrives late, incomplete, and scattered. Ziffa turns document collection into a system: requests go out automatically, reminders chase what's missing, and everything lands in the right folder with a clear trail of what's in and what's outstanding. Less time chasing. More time auditing.
PBC requests sent and tracked automatically
Documents filed into your client-year audit structure
Clear view of what's received, what's outstanding, and what's overdue
Full request-and-receipt log for your audit file
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.
KYC document collection + expiry tracking (not risk scoring)
Validation before human review
Every client file follows the same structure
Expiry alerts before documents go stale
Everything you need. Nothing you don't.
Built to remove the admin grind: structure, upload, classification, naming, chasing, expiry, completeness, export.
Auto Folder Structures
Complete folder hierarchy created instantly. CSP, Accounting, or Audit templates built in.
Frictionless Implementation
Clients use a simple upload link. Your team keeps working in Drive/SharePoint. 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.
Investment
Simple, Transparent Pricing
Setup
Includes workflow mapping, automation build, environment setup, and one-on-one training.
Monthly
Scales with your active client volume. No hidden fees.
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 audit practice
- ✓ 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.
If you have dozens of active clients and staff spending hours each week chasing, saving and filing documents, the gain is significant.
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. Book a 15-minute call — we'll look at your current process and tell you straight up if Ziffa fits.
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.
We start with a 15-minute intake check to understand your folder structure and document flow. Simple setups can go live in 72 hours.
Still not sure if Ziffa is right for you?
That's OK — the last thing you need is another system to manage. Find out in 15 minutes: we'll look at how you currently handle documents and tell you straight whether Ziffa can actually help.
Not ready to talk? Start here
Take the Document Efficiency Scorecard — a quick assessment to see where your team's hours are going, and what to fix first.
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.