Solo
Perfect for solo practitioners and small firms.
$79per staff seat / month, billed monthly
Switch to yearly and get one month free.
- Up to 200 Clients
- Up to 5 Staff Seats
- ZentroWebsitePro Available
- Every ZentroBiz feature included
One platform.
Every feature.
Choose by team size, not by feature tier. Every plan includes all 112 features.
No nickel-and-diming.One platform. Every standard feature is included in all plans.
Genesis
Unlimited client capacity for established firms.
$129per staff seat / month
First 12 months, then $149 per seat / month from billing period 13.
$645 / month for the first 12 months
then $745 / month from billing period 13
- Unlimited Clients
- Up to 15 Staff Seats
- Free Website
- Free Domain
- Website Setup Fee Waived
- Every ZentroBiz feature included
Enterprise
Custom pricing and onboarding for larger organizations.
- Unlimited Capacity
- Custom Seat Counts
- Dedicated Assistance
- Every ZentroBiz feature included
Contact usContact us
Start with a 14-day guided trial. Nothing is charged until you and our team agree on a plan.
Included Capacity
All plans include the same ZentroBiz features. Plans differ only by included staff seats and client/company capacity.
Solo
200Clients/CompaniesGenesis
UnlimitedClients/CompaniesEnterprise
UnlimitedClients/Companies| Compare plans | Solo | Genesis | Enterprise |
|---|---|---|---|
| Clients/Companies Included | 200 | Unlimited | Unlimited |
| Maximum Staff Seats | 5 | 15 | Custom |
| Website Included | No | Yes | Custom |
| Domain Included | No | Yes | Custom |
| Website Setup Fee | $249 | Waived | Custom |
Launch Your Firm Online at No Extra Cost
Genesis includes:
- Professional Firm Website
- Managed Hosting Included
- Free Website Setup ($249 Value)
- Free Domain Registration
- Free Domain Renewal
- Client Portal Integration Ready
Complimentary domain registration and renewal remain active while your Genesis subscription is active and in good standing.
Domains included with Genesis are registered and managed by ZentroBiz using AWS Route 53 infrastructure.
Every feature. Every plan.
All 112 features are included with Solo, Genesis and Enterprise. Nothing is held back for a higher tier.
112 of 112
Tax & IRS
14
- 1099 FilingCoordinate 1099 filing work, monitor status, and keep payer and recipient activity organized inside the firm workflow.Included
- IRS AlertsCentralize supported IRS alerts so the firm can review, prioritize, and respond from a connected workspace.Included
- IRS MonitoringUse a dedicated monitoring workspace to follow supported IRS activity and bring emerging issues into the firm’s…Included
- IRS ResolutionIRS Resolution cases carry more risk, more deadlines, and more compliance exposure than any other service line in…Included
- IRS TDS Transcript DeliveryRequest and manage IRS transcript access from inside ZentroBiz using a secure, guided TDS workflow — built for…Included
- Smart OrganizersCreate and manage guided tax organizers that help clients provide the information and documents a return workflow…Included
- Tax EngineSeven dedicated verticals covering every service line your firm offers — from individual returns to IRS…Included
- Tax ExtensionsTrack and file Forms 4868 and 7004, manage due dates, monitor filing status, and let AI proactively suggest which…Included
- Tax WorkflowReplace the emails, the spreadsheets, the document chasing, the manual entry, and the "where's my return?" calls —…Included
- TIN MatchingManage TIN matching requests and results from the same IRS operations area used by the rest of the firm.Included
- ZentroWorxA review-first tax operations workspace that turns supported tax documents into staff-approved, Drake-ready data.Included
- Extraction CreditsA shared credit balance for your firm’s tax preparation.Included
- Drake DocumentsBrowse synchronized cabinets and share the right document with the right client.Included
- Tax Prep Work BoardEvery return. One clear next action.Included
Work & Workflow
14
- AI AutomationNot a Chatbot. An Operating System.Included
- AI Help AgentYour built-in smart assistant that guides your team through every workflow, screen, and feature inside ZentroBiz -…Included
- AutomationsStop doing repetitive work manually. ZentroBiz automations handle client communication, task management, billing…Included
- Collaborative WhiteboardsCreate shared visual workspaces for planning workflows, outlining processes, and organizing collaborative thinking.Included
- Firm NotesCapture and organize staff notes so important client and firm context does not disappear into personal files.Included
- Internal Knowledge & SOP CenterTurn Approved Procedures Into Guidance Your Team Can Use Every Day. Create, approve, search and embed firm…Included
- Marketing AutomationEmail campaigns, audience segmentation, trigger-based automations, and AI-generated copy — built into your…Included
- Project ManagementCreate projects with connected client context, milestones, assignments, and progress visibility for work that…Included
- State RequirementsKeep Entity Requirements Visible Across Jurisdictions. Review state-specific entity requirements inside the same…Included
- Task ManagementCreate, assign, prioritize, and track staff tasks across clients and firm operations from one task workspace.Included
- Workflow AutomationAutomate tax returns, bookkeeping cycles, payroll processing, and compliance workflows with intelligent pipelines…Included
- Workflow TemplatesGet started instantly with pre-built templates for 1040, 1120S, 1065, bookkeeping cycles, and more. Customize to…Included
- To DoYour private Microsoft To Do workspace inside ZentroBiz, synced with your connected Microsoft account.Included
- Work QueueReview the jobs behind your work orders and their transition history.Included
Payroll & Bookkeeping
5
- AI BookkeepingAutomatically categorize, review, and reconcile transactions with intelligent AI built specifically for accounting…Included
- BookkeepingStructured monthly cycles, AI auto-categorization, review queues, financial insights, receipt extraction, and a…Included
- Bookkeeping Workflow EngineReplace the spreadsheets, the manual categorization, the disconnected tools, and the "is this month closed?"…Included
- PayrollOnboard payroll accounts, process runs, manage employees, and monitor federal and state compliance — all within…Included
- Payroll Workflow EngineReplace the spreadsheets, the disconnected tools, the manual status tracking, and the "where's this payroll?"…Included
Documents
7
- AI Workpaper GeneratorUse a dedicated workpaper workspace to prepare, review, and retain supported workpaper outputs with source context.Included
- Document ManagementOrganize client files, document requests, forms and e-signatures in one place — searchable, secure and tied to the…Included
- Document RequestsSend structured document requests to clients with clear items, due dates, and completion visibility.Included
- Document TemplatesCreate reusable templates for consistent firm documents and launch them from a centralized template library.Included
- E-SignaturesSend engagement letters, 8879 e-file authorizations, and tax documents for signature with automated reminders,…Included
- Forms BuilderCreate reusable forms for client intake and service workflows, then manage responses from the firm workspace.Included
- PDF Workpaper EditorReview, annotate, and save client PDFs directly inside ZentroBiz — without downloading files or overwriting the…Included
Communication
11
- AnnouncementsBroadcast important updates, automate staff alerts, notify clients, and communicate across your entire firm - all…Included
- Communication HubIntegrated email inbox, two-way SMS, threaded client messaging, staff chat, branded email templates, AI-powered…Included
- Communication Hub: SMS & CallsAll client conversations in one place — SMS, calls, fax, email, and meetings.Included
- Firm MailboxBring connected mailbox activity into ZentroBiz so staff can manage communication with client and work context nearby.Included
- Notifications & AlertsKeep deadlines visible with smart alerts, multi-channel delivery, advance warnings and automatic escalation.Included
- Smart MessagingZentroBiz gives your firm the power to choose how messages are sent. Connect your preferred SMS provider — Twilio,…Included
- Staff MessagingCommunicate instantly with staff and firm admins directly inside ZentroBiz.Included
- Telnyx Communications IntegrationEnterprise-grade communications with global SMS, secure faxing, and voice calling. Connect supported communication…Included
- Twilio SMS & Voice IntegrationAutomated SMS notifications, reminders, and 2FA codes for clients and staff. Reach everyone instantly with…Included
- ZentroPhoneA browser softphone with call logging and client context — call from the same workspace where the client lives.Included
- Order AlertsBring new client requests to the people who can act on them.Included
Compliance & Security
17
- App MarketplaceBrowse available apps and service workflows from a centralized marketplace inside ZentroBiz.Included
- Audit LogsGive authorized staff a searchable audit view of supported actions and changes across the tenant workspace.Included
- Business FormationManage LLC and Corp formations with per-state requirements, fees, task tracking, and document collection —…Included
- Compliance & GovernanceZentroBiz continuously monitors business compliance requirements and alerts you when filings or governance actions…Included
- Custom ServicesCreate and manage firm-specific service offerings with descriptions, categories, and pricing context.Included
- Data Integrity CenterReview supported data-integrity signals and exceptions from a dedicated operations center.Included
- Entity ManagementTrack corporate records, EINs, filing statuses, ownership structures, and renewals. Never miss a compliance…Included
- Folder TemplatesDefine reusable folder structures and apply them to client document areas without rebuilding the hierarchy manually.Included
- Installed AppsReview installed apps and service workflows from one place and keep the firm’s active extensions organized.Included
- Operational Trust CenterCentralize supported operational health, trust, and exception information for authorized firm review.Included
- Permissions & Access ControlControl exactly who can see, edit, and access every part of your firm — from client records to AI tools — with a…Included
- Platform SecurityMulti-tenant isolation, field-level audit logs, two-factor authentication, tokenized payment vault, SSL,…Included
- Product CatalogMaintain reusable products and service line items with descriptions, prices, SKUs, categories, and active status.Included
- Tax PricingMaintain tax-service pricing rules and give staff consistent pricing context during client and workflow operations.Included
- ZentroCorpHelp your firm form, register, and keep every client business compliant — from first filing to annual reports.Included
- ZentroVaultZentroVault maps every credential and authenticator to the company or client that owns it, lets teams share only…Included
- Privacy ShieldProtect confidential information when someone approaches or you step away.Included
Scheduling & Team
10
- Appointment SchedulingCalendar integration, reminders, and availability management. Let clients book appointments online while you stay…Included
- Calendar & SchedulingFull-featured calendar with Google and Outlook sync, client-facing booking, embeddable widgets, multi-location…Included
- Microsoft Teams IntegrationReal-time notifications, task updates, and seamless communication with your team. Keep everyone informed without…Included
- Multi-Location ManagementWhether you operate from one office or twenty, ZentroBiz helps you manage locations, teams, and appointments with…Included
- Staff WorkloadSee assignments and workload across the team so managers can rebalance work and protect deadlines.Included
- Team ManagementInvite staff, assign roles, set granular permissions, organize into teams, manage seasonal seats, enforce 2FA, and…Included
- Time TrackingRecord staff time against client work and preserve the context needed for management and billing review.Included
- Zoom IntegrationConnect Zoom to schedule meetings and initiate Zoom Phone calls directly inside ZentroBiz.Included
- Staff SchedulingA clear plan for every working week. Draft, review and publish your team’s schedule.Included
- Departments & ServicesSet up the departments, services and locations clients can book.Included
Billing & Growth
11
- Billing & PaymentsCreate branded invoices, automate recurring billing, collect payments via Stripe, Authorize.Net, or PayPal — with…Included
- Communication AutomationsConfigure communication-focused automations that support consistent client outreach from the firm workflow.Included
- Email CampaignsCreate targeted email campaigns, connect them to firm audiences, and monitor campaign activity from one workspace.Included
- Marketing Activity MonitorSee What Your Firm Has Sent and What Happened Next. Review supported marketing activity and campaign events from a…Included
- Marketing AudiencesCreate and manage marketing audiences using client and contact context already available to the firm.Included
- Marketing Email TemplatesCreate and maintain reusable email templates for recurring marketing and client-communication needs.Included
- Payment OperationsMonitor Payment Activity and Exceptions Centrally. Give authorized staff an operational view of payment activity,…Included
- PayPal IntegrationGive clients more payment options with global PayPal checkout. Connect supported PayPal payment options to your…Included
- Smart Campaign LibraryUse a dedicated library of reusable campaign starting points and adapt them to the firm’s audience and message.Included
- Stripe Payments IntegrationConnect supported cards, bank payments and subscriptions through Stripe. Payment methods and availability depend…Included
- Record SaleRecord payments you have received and create a paid invoice for your client.Included
Clients & CRM
8
- Client PortalGive clients 24/7 access to documents, tasks, organizers, signatures, invoices, and messages - all in a secure,…Included
- Client Self-RegistrationClients sign up on your branded portal, verify their email and complete onboarding, with no manual invitation for…Included
- CRM & Client ManagementA purpose-built CRM for accounting firms with unified account numbers, household linking, business entity…Included
- CRM & Sales PipelinesTrack leads, manage deals, automate follow-ups, and convert prospects into clients with visual pipelines,…Included
- In-Office IntakeGuide Walk-In and Staff-Assisted Intake Consistently. Use a structured staff-facing intake workflow when…Included
- Login Page CustomizerControl how your firm's branded login experience looks and feels—without writing a single line of code.Included
- Onboarding & SetupA unified onboarding experience that guides firms through setup. From firm setup to staff activation to client…Included
- Sales & ProposalsVisual sales pipelines, branded proposals with AI-generated text, a service marketplace, tax pricing engine,…Included
Platform
11
- Custom FieldsDefine additional fields for supported records so ZentroBiz reflects the information your firm needs to manage.Included
- Dashboards & InsightsOne unified suite of dashboards that keeps your entire firm aligned - clients, staff, operations, revenue, orders,…Included
- Desktop WorkspaceA Desktop Experience. Inside Your Browser.Included
- Integrations HubConnect payments, communication, tax software, document management, cloud storage, and AI services — all from one…Included
- Secure WebhooksConnect ZentroBiz to your internal tools, automation platforms, and reporting workflows with secure, signed…Included
- Website ProFully designed, hosted, and maintained website for $29/month + $249 setup.Included
- ZentroCloudOfficeA managed multi-user cloud desktop for your firm — hosted Windows, Microsoft 365, ZentroWorx, backup and support…Included
- Custom DomainOpen your workspace on your own domain, such as portal.yourfirm.com.Included
- My HomeYour practice at a glance, the moment you sign in.Included
- Theme CustomizerMake the workspace yours. Changes apply immediately and save to your profile.Included
- Animal Personality ThemesChoose the personality that feels like you. Every theme is available to everyone.Included
Reporting & Insights
4
- E-Commerce DashboardMonitor online service activity and order performance from a dedicated firm dashboard.Included
- Practice HealthBring operational signals together so leaders can spot bottlenecks, overdue work, and capacity pressure before…Included
- Report CenterReview financial, sales, workflow, engagement, compliance, and pipeline reporting from one accounting-practice…Included
- Service OrdersGive staff one place to review service orders, status, ownership, and progress across client work.Included
Add-ons, priced separately.
Add only what you need. Add-on prices are the same on every plan.
ZentroBooks
AI categorization, bank feeds, reconciliations, financial statements
$25per company / monthRegularly $55Zentro Full-Service Payroll
Payroll, direct deposit, automatic tax filings and payments, W-2 and 1099
$45per company / month+ $7 per employee / monthRegularly $59 + $7Cloud Office — Starter
Managed multi-user cloud desktop: hosted Windows, Microsoft 365, ZentroWorx, backup and support
$199per monthCloud Office — per user
Minimum 5 users ($595 / month)
$119per user / monthCloud Office — per user, higher tier
Minimum 5 users ($745 / month)
$149per user / monthWebsite Pro
Hosted, branded firm website. Included free with Genesis.
$29per month+ $249 one-time setup (waived on Genesis)ZentroVault
Maps every credential and authenticator to the client that owns it, with a full audit trail
$10per staff seat / monthKBA identity credits
Pay as you go, minimum purchase 25 credits
$3.00per creditZentroCorp
Entity formation, registration and compliance
3%card-processing feeService fees vary by filingZentroWorx
The Windows app has no cost. You pay only for AI extraction, whether one document or 100.
$10per extractionZentroPhone
Browser softphone with call logging and client context.
$29per month+ $15 one-time setupTDS — Transcript Delivery
IRS-integrated transcript pulling and management on every client record.
TIN Matching
Bulk TIN verification and B-Notice prevention. Coming soon.
How the pricing stacks up.
Published prices from each vendor’s own pricing page, as of October 11, 2026. They rely on tiers: the lowest price buys the fewest features.
| ZentroBiz Genesis | Karbon | Canopy | Financial Cents | |
|---|---|---|---|---|
| Plans | One plan with every feature | Team · Business · Enterprise | Standard · Plus · Premium | Solo · Team · Scale |
| Price per user / month | $129 for 12 months, then $149 | $79 Team $99 Business Custom Enterprise per user / month, paid monthly | $74 Standard $109 Plus $149 Premium per user / month, billed annually | $19 Solo $49 Team $69 Scale per user / month, billed annually |
| Features by plan | All features on every plan | Higher plans unlock more features | Higher plans unlock more features | Higher plans unlock more features |
| Seat limits | Solo 1–5 · Genesis 2–15 · Enterprise custom | Per user | Per user | Per user |
| Identity verification (KBA) | $3.00 per credit, minimum 25 | Not stated | $1.25 per credit | $1–$2 each |
| Notable fees and terms | Add-ons priced separately (see above) |
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Our per-seat price is not the lowest on this table. What you get for it is every feature, unlimited clients and companies, and one price instead of tiers. Sources: Karbon, Canopy, Financial Cents. Retrieved October 11, 2026. Vendors change prices; check their sites before you decide.
Ready when you are.
Start a 14-day trial, or book a walkthrough for your firm.