A new client walks in
Web form, phone call or referral — the client lands in the CRM with the right service, staff owner and a portal invite already sent.
CRM & client management →Follow a return through your firm.
Scroll. This is a sample client, Maria Gonzalez — not a real person — moving through the same steps your firm runs every tax season.
Documents arrive without the chase
A checklist goes out. Files land organized by client, and staff are told the moment it is complete. No more email attachments.
Document requests →Staff review before anything moves
Values are extracted into a review workspace. Anything uncertain is flagged — a person approves it before a Drake-ready package is created.
ZentroWorx review →Everyone sees where the return stands
One board shows every return, its owner and its bottleneck — Intake, Prepared, Awaiting 8879, Filed.
Tax workflow →The client signs from their phone
The 8879 goes to the portal, gets signed with identity verification, and the audit trail is saved to the file.
E-signatures →You get paid in the same flow
The invoice is already linked to the client. Card or ACH, receipts and reconciliation — done.
Billing & payments →BillingInvoice #1042Sample client
Tax preparation · Form 1040$250.00
State return$75.00
Total$325.00
PAID
✓ Card •••• 4242 · client notified in portal
