For audit and assurance teams

Streamline Audit Engagements With Centralized Workflows

ZentroBiz helps audit and assurance teams coordinate documentation, manage engagement steps, collect client materials, and maintain compliance — all inside one secure system.

Start 14-day trial Book a demo

Requests are reviewed before activation. Submitting a request does not charge a card. Prefer to talk? Call (855) 334-4244.

40%

ZentroBiz has improved audit cycle times by over 40%.

See it for your firm

Sound familiar?

The everyday problems audit and assurance teams tell us about.

Endless Back-and-Forth for Client Files
Eliminate constant email chains for document requests.
Manual Checklists
Stop errors and inconsistencies from paper-based processes.
Poor Visibility into Engagement Status
Get real-time views of all audit progress.
Unclear Staff Responsibilities
Assign clear ownership and track documentation gaps.
Disconnected Communication
Keep all engagement communication in one system.

How ZentroBiz helps.

One platform replaces the spreadsheets, inbox chasing and disconnected tools.

Automated Audit Workflow Templates
PBC lists, testing steps, review flows.
Centralized Client Document Portal
For evidence gathering and tracking.
Team Dashboards
Progress, bottlenecks, and deadlines visibility.
Permission-Based File Access
Independence and control for audit files.
Engagement Notes & Logs
Issues and communication in one system.

Key features.

What audit and assurance teams use every day.

01

Engagement Templates

Standardize PBC lists, walkthroughs, confirmations, and testing steps.

Explore the features behind it.

Every ZentroBiz feature is included in every plan.

Document Management

Organize client files, document requests, forms and e-signatures in one place — searchable, secure and tied to the…

Document Requests

Ask for the Right Files and Track Every Response. Send structured document requests to clients with clear items, due…

Forms Builder

Build Structured Client Intake Without Code. Create reusable forms for client intake and service workflows, then…

Audit Logs

Keep a Traceable Record of Firm Activity. Give authorized staff a searchable audit view of supported actions and…

Task Management

Give Every Assignment a Clear Owner and Deadline. Create, assign, prioritize, and track staff tasks across clients…

E-Signatures

Send engagement letters, 8879 e-file authorizations, and tax documents for signature with automated reminders,…

Simple pricing for every size of firm.

Every plan includes every feature. Choose by team size.

Solo

1–5 staff seats

$79per staff seat / month

Genesis

2–15 staff seats

$129per staff seat / month for 12 months, then $149

Enterprise

16+ staff seats

Contact us

See pricing and every feature

Modernize your audit engagements.

Schedule a personalized demo to see how ZentroBiz can transform your practice.

Start 14-day trial Book a demo

Or call (855) 334-4244

Explore other solutions

CPA Firms Multi-Office Accounting Practices Advisory & Fractional CFO Services Small Bookkeeping Firms Virtual & Remote Bookkeepers High-Volume Bookkeeping Teams Payroll Service Providers 1040 Tax Preparers Business Tax Preparers Tax Resolution Firms Seasonal & High-Volume Tax Offices