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Firm management

Run Your Entire Tax Firm With ZentroBiz

Drake handles tax preparation. ZentroBiz handles everything else: CRM, workflows, documents, communication, and dashboards for your entire firm.

Start 14-day trialBook a demo

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

One platform for your entire firm.

  • Client CRM

    Unified client records with contact details, entity structures, service history, and notes, linked to Drake data.

  • Workflow automation

    Automated workflows for tax returns, bookkeeping, payroll, and client onboarding with real-time status tracking.

  • Document management

    Centralized, searchable document storage organized by client, tax year, and document type with version control.

  • Communication hub

    Email, SMS, secure messaging, and client notifications, all from one inbox linked to client records.

  • Firm dashboards

    Real-time visibility into return progress, revenue, staff workload, and client engagement across your firm.

Drake + ZentroBiz = complete firm management.

Drake excels at tax preparation. ZentroBiz adds the operational layer your firm needs, from the moment a client inquires to long after their return is filed.

Drake

  • Tax preparation
  • E-filing
  • Compliance

ZentroBiz

  • CRM
  • Workflows
  • Client portal
  • Documents
  • Dashboards

From first inquiry to long after filing.

  • Client onboarding & intake
  • Engagement letters & e-signatures
  • Document collection & storage
  • Return tracking & assignments
  • Client notifications & updates
  • Invoicing & payment collection
  • Performance analytics

Turn Drake into a complete tax firm platform.

Add client portals, workflow automation, and firm dashboards to the tax software you already use.

Start 14-day trial Book a demo

Or call (855) 334-4244

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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.