Client documents buried in inboxes. Important requests lost in threads. No single source of truth.
Tax Workflow
From Intake to E-File. Connected and Controlled.
Replace the emails, the spreadsheets, the document chasing, the manual entry, and the "where's my return?" calls — with one unified system that runs your entire tax season.
Gonzalez, M. · 1040Owner: Sam K.
✓Intake✓Organizer✓Review✓Prepare5E-file
✓ Accepted by the IRS
Tax Preparation
Tax season shouldn't feel like this.
Most firms piece together five or six disconnected tools and hope nothing falls through the cracks. It usually does.
Chasing the same W-2 three times. Manually tracking what you have and what you still need.
Typing every number from every form into Drake by hand. Hours per day, every day, for months.
"Where is my return?" Answering the same question dozens of times a week. Staff time wasted.
Drake + email + Excel trackers + a portal + shared drives. Nothing talks to anything else.
Your best people spend more time on logistics than on actual tax work. Season after season.
The Solution
One system. Every step. Fully connected.
The ZentroBiz Tax Workflow Engine replaces your scattered tools with a single, intelligent pipeline that moves every return from intake to delivery.
- Client Intake
- Documents
- Organizer
- AI Extraction
- Drake Entry
- Review
- E-File
- Delivery
- Smart Intake
Walk-ins. Remote clients. One workflow.
Whether your client drops off documents in person, uploads from their phone, or emails a stack of PDFs — ZentroBiz captures everything into a structured workflow automatically.
- No matter how clients bring documents — your workflow stays structured.
- Client Portal Uploads
- Clients upload directly from any device
- Staff-Assisted Intake
- Walk-in scanning and guided upload
- Desktop Agent Sync
- Local scanning synced to the cloud
- Cloud Drives
- Google Drive, Dropbox, OneDrive
- Dynamic Organizer
Your organizer thinks — so your staff doesn't have to.
Replace static PDF organizers with an interactive questionnaire that adapts to each client. Prior-year data auto-fills from Drake. Required documents are generated automatically based on answers.
- Interactive questionnaire
- Adapts based on client answers
- Auto-fills from prior year (Drake sync)
- Generates required document checklist
- Document Intelligence
Know exactly what you have — and what's missing.
W-2, 1099, 1098 — automatically generated based on organizer answers.
- Missing, received, processed. See the status of every document at a glance.
- Client hasn't uploaded their W-2? ZentroBiz sends the reminder for you.
- Uploaded documents are automatically identified and categorized by type.
- ZentroWorx + Drake Desktop
From source documents to Drake-ready data — with staff review.
ZentroWorx structures supported tax-document data, flags uncertain values, and keeps a staff member in control before preparing a Drake-ready import package.
01
OCR + AI identifies supported forms, structures their data, and assigns confidence scores.
Everyone knows where every return stands.
Staff see the full pipeline. Clients see their progress in the portal. No more status calls. No more guessing.
- Waiting for Documents
- In Preparation
- Under Review
- Ready for Signature
- Filed
- Unified Communication
Every message. One place. Full context.
Email, SMS, and portal messages — all tied to the client workflow. No more scattered conversations across inboxes.
- Sent and received within the client record
- Text reminders and document requests
- Secure in-app messaging with clients
- Client Experience
A modern client experience — without changing your process.
Upload documents
01
Complete organizer
Deliver. Sign. Done.
Secure document delivery with e-signature for 8879, engagement letters, and any client-facing documents. Clean return summaries so clients understand their results.
- Secure delivery
- E-sign (8879, engagement letters)
- Clear return summaries
This isn't another portal. It's an operating system.
Built specifically for tax firms
- Deep Drake Desktop integration
- AI-powered automation, not just storage
- Handles walk-in AND remote clients
- Designed for high-volume firms
- Every step connected end-to-end
- Results
The outcomes firms actually care about.
Hours Saved
Per return through automated data entry and document processing
Less Staff Overhead
Handle the same volume with fewer people doing administrative work
More Clients
Scale your firm without hiring by automating the repetitive work
Zero Follow-Ups
Automated reminders and real-time status eliminate manual chasing
Fewer Errors
AI extraction with confidence scoring catches mistakes before Drake
Premium Experience
Clients get a modern portal while you keep your existing process
Stop Managing Tax Season. Start Running It.
Join the firms replacing chaos with a system that actually works.
- How can we help today?
- ParaFort Support · Online
Drake Software is a registered trademark of Drake Software, LLC. ZentroBiz is an independent platform and is not affiliated with or endorsed by Drake Software.
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