Everything your firm runs on.
All in one place.
112 features across 11 areas — from the first client call to the paid invoice.
The Zentro family.
Five products that go beyond the core platform.
Know every client.
Contacts, companies, deals and a branded portal — all linked to the same client so nothing lives in a spreadsheet.
Scroll to explore 8 features ↓
Every file in its place.
Requests, e-signatures, forms and PDF markup, organized by client and ready when you need them.
AI Workpaper Generator
Create Review-Ready Workpapers From Firm Data. Use a dedicated workpaper workspace to prepare, review, and retain supported workpaper outputs with source context.
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Document Management
Organize client files, document requests, forms and e-signatures in one place — searchable, secure and tied to the client record.
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Document Requests
Ask for the Right Files and Track Every Response. Send structured document requests to clients with clear items, due dates, and completion visibility.
Learn more ›Document Templates
Standardize the Documents Your Firm Sends. Create reusable templates for consistent firm documents and launch them from a centralized template library.
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E-Signatures
Send engagement letters, 8879 e-file authorizations, and tax documents for signature with automated reminders, multi-party support, and complete audit trails - fully integrated with your…
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Forms Builder
Build Structured Client Intake Without Code. Create reusable forms for client intake and service workflows, then manage responses from the firm workspace.
Learn more ›PDF Workpaper Editor
Review, annotate, and save client PDFs directly inside ZentroBiz — without downloading files or overwriting the original document.
Learn more ›From intake to e-file.
Organizers, returns, extensions and IRS tools — with Drake-ready data and clear status on every return.
Scroll to explore 14 features ↓
Get paid. Grow faster.
Invoices, payments and proposals in one flow, plus the marketing tools to bring in new work.
Billing & Payments
Create branded invoices, automate recurring billing, collect payments via Stripe, Authorize.Net, or PayPal — with PCI-compliant tokenized storage and automated dunning.
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Communication Automations
Make Routine Client Follow-Up Repeatable. Configure communication-focused automations that support consistent client outreach from the firm workflow.
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Email Campaigns
Plan, Send, and Review Firm Campaigns. Create targeted email campaigns, connect them to firm audiences, and monitor campaign activity from one workspace.
Learn more ›Marketing Activity Monitor
See What Your Firm Has Sent and What Happened Next. Review supported marketing activity and campaign events from a centralized monitoring view.
Learn more ›Marketing Audiences
Build the Right Audience From Firm Relationships. Create and manage marketing audiences using client and contact context already available to the firm.
Learn more ›Marketing Email Templates
Keep Firm Campaigns Consistent and Reusable. Create and maintain reusable email templates for recurring marketing and client-communication needs.
Learn more ›Payment Operations
Monitor Payment Activity and Exceptions Centrally. Give authorized staff an operational view of payment activity, reconciliation context, and items that need investigation.
Learn more ›PayPal Integration
Give clients more payment options with global PayPal checkout. Connect supported PayPal payment options to your billing workflow.
Learn more ›Smart Campaign Library
Launch Repeatable Campaign Ideas Faster. Use a dedicated library of reusable campaign starting points and adapt them to the firm’s audience and message.
Learn more ›Stripe Payments Integration
Connect supported cards, bank payments and subscriptions through Stripe. Payment methods and availability depend on your Stripe account.
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Record Sale
Record payments you have received and create a paid invoice for your client.
Learn more ›Books that close themselves.
AI-assisted bookkeeping and structured workflows for every month-end and pay period.
AI Bookkeeping
Automatically categorize, review, and reconcile transactions with intelligent AI built specifically for accounting firms.
Learn more ›Bookkeeping
Structured monthly cycles, AI auto-categorization, review queues, financial insights, receipt extraction, and a firm-wide dashboard — all connected to your client records and billing.
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Bookkeeping Workflow Engine
Replace the spreadsheets, the manual categorization, the disconnected tools, and the "is this month closed?" messages — with a unified system that runs every bookkeeping engagement from…
Learn more ›Payroll
Onboard payroll accounts, process runs, manage employees, and monitor federal and state compliance — all within the same platform where you manage taxes, billing, and clients.
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Payroll Workflow Engine
Replace the spreadsheets, the disconnected tools, the manual status tracking, and the "where's this payroll?" calls — with a unified system that runs every payroll cycle from start to…
Learn more ›One timeline per client.
Email, SMS and calls together. Staff messaging and announcements keep the whole firm in sync.
Announcements
Broadcast important updates, automate staff alerts, notify clients, and communicate across your entire firm - all inside ZentroBiz.
Learn more ›Communication Hub
Integrated email inbox, two-way SMS, threaded client messaging, staff chat, branded email templates, AI-powered phone calls, web push notifications, and automated workflow notifications —…
Learn more ›Communication Hub: SMS & Calls
All client conversations in one place — SMS, calls, fax, email, and meetings.
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Firm Mailbox
Work Client Email From the Firm Workspace. Bring connected mailbox activity into ZentroBiz so staff can manage communication with client and work context nearby.
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Notifications & Alerts
Keep deadlines visible with smart alerts, multi-channel delivery, advance warnings and automatic escalation.
Learn more ›Smart Messaging
ZentroBiz gives your firm the power to choose how messages are sent. Connect your preferred SMS provider — Twilio, Telnyx, or Amazon SNS — and switch anytime without disruption. One…
Learn more ›Staff Messaging
Communicate instantly with staff and firm admins directly inside ZentroBiz.
Learn more ›Telnyx Communications Integration
Enterprise-grade communications with global SMS, secure faxing, and voice calling. Connect supported communication channels to your practice.
Learn more ›Twilio SMS & Voice Integration
Automated SMS notifications, reminders, and 2FA codes for clients and staff. Reach everyone instantly with reliable message delivery.
Learn more ›ZentroPhone
A browser softphone with call logging and client context — call from the same workspace where the client lives.
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Order Alerts
Bring new client requests to the people who can act on them.
Learn more ›Every step has an owner.
Design the process once and run it every time — workflows, tasks, projects and whiteboards.
AI Automation
Not a Chatbot. An Operating System.
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AI Help Agent
Your built-in smart assistant that guides your team through every workflow, screen, and feature inside ZentroBiz - instantly.
Learn more ›Automations
Stop doing repetitive work manually. ZentroBiz automations handle client communication, task management, billing follow-ups, and compliance alerts — so you can focus on what matters most…
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Collaborative Whiteboards
Map Ideas and Processes With Your Team. Create shared visual workspaces for planning workflows, outlining processes, and organizing collaborative thinking.
Learn more ›Firm Notes
Keep Operational Knowledge Attached to the Work. Capture and organize staff notes so important client and firm context does not disappear into personal files.
Learn more ›Internal Knowledge & SOP Center
Turn Approved Procedures Into Guidance Your Team Can Use Every Day. Create, approve, search and embed firm procedures in daily work, with role-based training and AI-assisted answers grounded in your…
Learn more ›Marketing Automation
Email campaigns, audience segmentation, trigger-based automations, and AI-generated copy — built into your practice management platform. No third-party email tool required.
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Project Management
Organize Complex Client Work Beyond a Task List. Create projects with connected client context, milestones, assignments, and progress visibility for work that spans multiple steps.
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State Requirements
Keep Entity Requirements Visible Across Jurisdictions. Review state-specific entity requirements inside the same business-management area used for governance and compliance work.
Learn more ›Task Management
Give Every Assignment a Clear Owner and Deadline. Create, assign, prioritize, and track staff tasks across clients and firm operations from one task workspace.
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Workflow Automation
Automate tax returns, bookkeeping cycles, payroll processing, and compliance workflows with intelligent pipelines that organize repeatable work and keep your firm running smoothly.
Learn more ›Workflow Templates
Get started instantly with pre-built templates for 1040, 1120S, 1065, bookkeeping cycles, and more. Customize to fit your firm's unique processes.
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To Do
Your private Microsoft To Do workspace inside ZentroBiz, synced with your connected Microsoft account.
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Work Queue
Review the jobs behind your work orders and their transition history.
Learn more ›Plan the week, calmly.
Book clients online, schedule staff and see who has room before the deadline hits.
Appointment Scheduling
Calendar integration, reminders, and availability management. Let clients book appointments online while you stay in control of your schedule.
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Calendar & Scheduling
Full-featured calendar with Google and Outlook sync, client-facing booking, embeddable widgets, multi-location support, automated reminders, and AI auto-booking — purpose-built for…
Learn more ›Microsoft Teams Integration
Real-time notifications, task updates, and seamless communication with your team. Keep everyone informed without leaving Teams.
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Multi-Location Management
Whether you operate from one office or twenty, ZentroBiz helps you manage locations, teams, and appointments with complete clarity and control.
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Staff Workload
Balance Work Before Capacity Breaks. See assignments and workload across the team so managers can rebalance work and protect deadlines.
Learn more ›Team Management
Invite staff, assign roles, set granular permissions, organize into teams, manage seasonal seats, enforce 2FA, and monitor workload — all from one admin hub connected to every module.
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Time Tracking
Capture Time Where Client Work Happens. Record staff time against client work and preserve the context needed for management and billing review.
Learn more ›Zoom Integration
Connect Zoom to schedule meetings and initiate Zoom Phone calls directly inside ZentroBiz.
Learn more ›Staff Scheduling
A clear plan for every working week. Draft, review and publish your team’s schedule.
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Departments & Services
Set up the departments, services and locations clients can book.
Learn more ›Protected by design.
Role-based access, privacy controls, audit trails and entity compliance for sensitive client data.
App Marketplace
Discover Services and Extensions for Your Firm. Browse available apps and service workflows from a centralized marketplace inside ZentroBiz.
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Audit Logs
Keep a Traceable Record of Firm Activity. Give authorized staff a searchable audit view of supported actions and changes across the tenant workspace.
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Business Formation
Manage LLC and Corp formations with per-state requirements, fees, task tracking, and document collection — pre-configured for all 50 states.
Learn more ›Compliance & Governance
ZentroBiz continuously monitors business compliance requirements and alerts you when filings or governance actions are required.
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Custom Services
Define the Services Unique to Your Firm. Create and manage firm-specific service offerings with descriptions, categories, and pricing context.
Learn more ›Data Integrity Center
Find Data Quality Issues Before They Spread. Review supported data-integrity signals and exceptions from a dedicated operations center.
Learn more ›Entity Management
Track corporate records, EINs, filing statuses, ownership structures, and renewals. Never miss a compliance deadline with automated tracking and alerts.
Learn more ›Folder Templates
Create Consistent Client Folder Structures. Define reusable folder structures and apply them to client document areas without rebuilding the hierarchy manually.
Learn more ›Installed Apps
Manage the Services Your Firm Has Added. Review installed apps and service workflows from one place and keep the firm’s active extensions organized.
Learn more ›Operational Trust Center
See the Controls Behind Critical Operations. Centralize supported operational health, trust, and exception information for authorized firm review.
Learn more ›Permissions & Access Control
Control exactly who can see, edit, and access every part of your firm — from client records to AI tools — with a powerful, secure, and fully auditable permission system.
Learn more ›Platform Security
Multi-tenant isolation, field-level audit logs, two-factor authentication, tokenized payment vault, SSL, compliance calendar, and granular permissions — designed for firms that handle…
Learn more ›Product Catalog
Reuse Consistent Invoice Line Items. Maintain reusable products and service line items with descriptions, prices, SKUs, categories, and active status.
Learn more ›Tax Pricing
Standardize How Your Firm Prices Tax Work. Maintain tax-service pricing rules and give staff consistent pricing context during client and workflow operations.
Learn more ›ZentroCorp
Help your firm form, register, and keep every client business compliant — from first filing to annual reports.
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ZentroVault
ZentroVault maps every credential and authenticator to the company or client that owns it, lets teams share only what they need, and keeps a fail-closed audit trail for every sensitive…
Learn more ›Privacy Shield
Protect confidential information when someone approaches or you step away.
Learn more ›See the whole practice.
Dashboards and reports that answer real questions about workload, revenue and health.
E-Commerce Dashboard
See Service Demand and Order Activity Together. Monitor online service activity and order performance from a dedicated firm dashboard.
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Practice Health
Know Where Your Firm Needs Attention. Bring operational signals together so leaders can spot bottlenecks, overdue work, and capacity pressure before they become client problems.
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Report Center
Turn Firm Activity Into Decisions. Review financial, sales, workflow, engagement, compliance, and pipeline reporting from one accounting-practice reporting center.
Learn more ›Service Orders
Track Requested Services From Intake to Delivery. Give staff one place to review service orders, status, ownership, and progress across client work.
Learn more ›Make it yours.
Integrations, webhooks, a website and your own brand — all from one workspace.
Custom Fields
Capture the Firm-Specific Data You Actually Need. Define additional fields for supported records so ZentroBiz reflects the information your firm needs to manage.
Learn more ›Dashboards & Insights
One unified suite of dashboards that keeps your entire firm aligned - clients, staff, operations, revenue, orders, and daily sales, all in real time.
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Desktop Workspace
A Desktop Experience. Inside Your Browser.
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Integrations Hub
Connect payments, communication, tax software, document management, cloud storage, and AI services — all from one unified dashboard. ZentroBiz works with the tools your firm already trusts.
Learn more ›Secure Webhooks
Connect ZentroBiz to your internal tools, automation platforms, and reporting workflows with secure, signed outbound webhooks.
Learn more ›Website Pro
Fully designed, hosted, and maintained website for $29/month + $249 setup.
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ZentroCloudOffice
A managed multi-user cloud desktop for your firm — hosted Windows, Microsoft 365, ZentroWorx, backup and support in one service.
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Custom Domain
Open your workspace on your own domain, such as portal.yourfirm.com.
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My Home
Your practice at a glance, the moment you sign in.
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Theme Customizer
Make the workspace yours. Changes apply immediately and save to your profile.
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Animal Personality Themes
Choose the personality that feels like you. Every theme is available to everyone.
Learn more ›Don’t see it? Ask.
We build with our customers. Tell us what your firm needs — or start a guided trial and see it for yourself.