Built for DrakeBuilt for Drake Tax Professionals
ZentroBiz extends Drake Software with client portals, workflow automation, document management, and powerful firm dashboards.
Requests are reviewed before activation. Submitting a request does not charge a card. Prefer to talk? Call (855) 334-4244.
From Drake to client, fully automated.
- 01
Clients
Upload documents & track status
- 02
ZentroBiz Platform
Workflow, CRM & dashboards
- 03
Drake Software
Tax preparation & e-filing
- 04
Client Dashboard
Real-time status & refunds
Purpose-built for firms using Drake Software.
ZentroBiz was designed specifically for tax firms using Drake Software. Instead of replacing your tax software, ZentroBiz enhances it by adding modern cloud capabilities.
Everything your firm needs, alongside Drake.
Client Portal
Allow clients to upload documents, sign forms, and track tax return status.
Workflow Automation
Track tax returns, staff assignments, and deadlines.
Document Management
Organize all client tax documents in one secure location.
Firm Dashboards
View return counts, refunds, and firm activity.
Communication Hub
Centralize email, SMS, and client messaging.
AI Bookkeeping
Automatically categorize transactions and generate financial insights.
Impact you can measure.
Reduce administrative work
Automate document collection, status updates, and client communication. Spend time on returns, not on chasing paperwork.
Improve client experience
Give clients a self-service portal where they can upload documents, view refund status, and message your firm.
Centralize firm operations
One platform for CRM, documents, workflows, communication, and billing. No more switching between tools.
Gain visibility into return progress
Real-time dashboards show every return, every assignment, and every deadline across your entire firm.
Drake first. More tax software coming.
ZentroBiz is built mainly for Drake Software. Connectors for other tax software are planned, subject to vendor access and verified supported operations.
- Built for Drake
Drake Tax
ZentroWorx for WindowsPreserve client and company imports, documents and filing updates through ZentroWorx.
- Connector planned
CCH Axcess Tax
Cloud connectionCloud integration, subject to vendor access and verified supported operations.
- Connector planned
GoSystem Tax RS
Cloud connectionCloud integration, subject to vendor access and verified supported operations.
- Connector planned
Intuit Lacerte
ZentroWorx for WindowsWindows SDK integration, subject to licensing and installed tax-year compatibility.
One client portal for every tax software.
Every tax software will use the same client portal. Importing a client does not invite them or grant portal access. Your authorized staff invite clients separately, and documents become visible only through authorized sharing.
Turn Drake into a complete tax firm platform.
Add client portals, workflow automation, and firm dashboards to the tax software you already use.
Or call (855) 334-4244
More for Drake firms
Drake Software is a registered trademark of Drake Software. ZentroBiz is an independent platform and is not affiliated with, endorsed by, or sponsored by Drake Software.
