For CPA firms

Built for Modern CPA Firms

ZentroBiz helps CPA firms streamline complex accounting workflows with automation, entity management, compliance tracking, and secure document handling — all from a unified platform.

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10–15

CPA firms using ZentroBiz save 10-15 hours per week per staff member.

See it for your firm

Sound familiar?

The everyday problems CPA firms tell us about.

Manual, Repetitive Workflows
Eliminate time-consuming manual processes that slow down your staff and reduce productivity.
Disconnected Systems
Stop juggling between separate systems for entity records, documents, and tasks.
Stressful Compliance Calendars
Never miss deadlines again with automated compliance tracking and alerts.
Inefficient Client Communication
Streamline all client interactions through a unified, professional portal.
Lack of Visibility
Get complete visibility across all engagements with real-time dashboards.

How ZentroBiz helps.

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

Automated Workflows
For tax, bookkeeping, payroll, and advisory services.
Centralized Entity Management
With ownership structures & EINs in one place.
Automated Compliance Calendars
For deadlines & renewals across all clients.
Intelligent Client Portal
For documents, signatures, and real-time updates.
Staff Productivity Dashboards
For complete visibility across your firm.

Key features.

What CPA firms use every day.

01

Workflow Automation

Prebuilt templates for tax returns, business filings, and recurring work.

Explore the features behind it.

Every ZentroBiz feature is included in every plan.

Entity Management

Track corporate records, EINs, filing statuses, ownership structures, and renewals. Never miss a compliance deadline…

Compliance & Governance

ZentroBiz continuously monitors business compliance requirements and alerts you when filings or governance actions…

Workflow Automation

Automate tax returns, bookkeeping cycles, payroll processing, and compliance workflows with intelligent pipelines…

Client Portal

Give clients 24/7 access to documents, tasks, organizers, signatures, invoices, and messages - all in a secure,…

Dashboards & Insights

One unified suite of dashboards that keeps your entire firm aligned - clients, staff, operations, revenue, orders,…

AI Automation

Not a Chatbot. An Operating System.

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

See how top CPA firms automate their practice.

Schedule a personalized demo to see how ZentroBiz can transform your firm's operations.

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Or call (855) 334-4244

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