Effortless Onboarding for Tenants, Staff & Clients
A unified onboarding experience that helps firms get started in minutes. From firm setup to staff activation to client profile creation - ZentroBiz makes every step simple, guided, and automated.
Projects · from the product
Onboarding Built for Accounting Firms
Get your entire firm up and running with a guided setup process that configures everything you need.
- Upload logo, set colors, and configure custom domain
- Define team structure and access controls
- Set working hours and booking preferences
- Configure tax, bookkeeping, payroll, and advisory services
- Connect Google Calendar and Outlook seamlessly
- Enable online payments and subscription management
- Launch pre-built workflows for common processes
- Auto-create organized folder structures
- Migrate existing data from spreadsheets or other systems
Fast, Simple Staff Activation
Bring your entire team online in minutes with a streamlined activation process.
How It Works
Admin invites staff
Send secure invitation email
Staff sets password
Create secure credentials
Staff completes profile
Add personal and role details
Staff connects calendar
Sync Google or Outlook
Staff is ready to work
Full access granted instantly
- Send secure email invitations with unique activation links
- Staff create their own secure passwords
- Complete profile with name, phone, and role details
- Connect Google or Outlook calendar for scheduling
- Automatic role-based access control activation
- Set working hours for appointment bookings
A Beautiful Client Onboarding Experience
Clients complete their profile in a simple, guided wizard that flows seamlessly into your practice.
- Name, phone, marital status, timezone
- Complete mailing and billing address
- Conditional fields for married clients
- Optional profile picture
- Clean, modern guided flow
- Saves profile automatically
- Pre-fills tax intake form later
- Works perfectly on mobile
- Top-level progress tracking
- Secure, encrypted data handling
Automation That Begins Right After Onboarding
The moment a client completes onboarding, ZentroBiz automatically triggers a series of intelligent actions.
- Organized folder structure with year-based subfolders
- Launch 'New Client Workflow' immediately
- Branded welcome message with next steps
- Engagement agreements ready for signature
- Pre-fill organizer with profile data
- Client portal access activated instantly
See How ZentroBiz Makes Onboarding Effortless
Experience the complete onboarding journey - from firm setup to client activation.
More in Clients & CRM.
Client Portal
Give clients 24/7 access to documents, tasks, organizers, signatures, invoices, and messages - all in a secure, branded portal that elevates your firm's professional image.
Learn more ›Client Self-Registration
Let Clients Create Their Own Portal Account. Clients sign up on your branded portal, verify their email and complete onboarding, with no manual invitation for every client.
Learn more ›CRM & Client Management
A purpose-built CRM for accounting firms with unified account numbers, household linking, business entity profiles, deal pipelines, and complete activity tracking.
Learn more ›See Onboarding & Setup in your firm.
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