February 10-12, 2025
Amelia Island, Florida
Visit us at NAPFA Large Firm Forum 2025 and we will show you how Zocks can support your practice at every stage of client servicing—from meeting preparation and detailed note-taking to CRM updates, task management, and follow-ups.
Looking forward to meeting you at our booth!
empowers you to...
Save 30-45 minutes on meeting preparation, note-taking and admin work
Keep your team in sync with up-to-date client data and follow-up tasks
Strengthen client relationships by fully focusing during meetings and fast, consistent communication
Stay compliant with privacy-first note-taking and client record updates
Don’t miss out on our special offer for NAPFA Large Firm Forum 2025 attendees -
claim your coupon code for 10% off for your first year with Zocks.