What we are building next
A transparent look at what is live, what is in progress, and what is coming to ZentroBiz.
Already live
Available to firms in ZentroBiz today.
Client CRM & Pipeline
Manage clients, companies, and contacts with a drag-and-drop sales pipeline, tags, and activity tracking.
Client Portal
A secure, branded portal where clients access documents, e-signatures, appointments, invoices, and messages.
Document Management & Requests
Organize firm and client files with folders and permissions, and request documents with automatic status tracking.
Cloud Storage Connections
Connect OneDrive, Google Drive, and Dropbox for cloud-based document access across firm workflows.
Billing, Subscriptions & Invoicing
Invoice clients and run subscriptions with Stripe and Authorize.Net, including dunning, retainers, and client-facing payments, plus…
Appointment Scheduling
Online booking with availability rules, reminders, two-way Google/Outlook calendar sync, and Zoom or Microsoft Teams meeting links.
Email & Communication Center
Connect Gmail or Microsoft 365 for a unified inbox with threads, templates, SMS, and client messaging.
Built-in E-Signatures
Send documents and engagement letters for secure e-signature, powered by Zoho Sign and Dropbox Sign.
QuickBooks & Xero Integration
Connect QuickBooks Online or Xero to sync accounting data, chart of accounts, vendors, contacts, and bookkeeping workflows.
Bookkeeping & Bank Feeds
Import bank activity through Plaid, categorize and reconcile, and close the month — with a full audit trail.
Sales Proposals & Quotes
Send branded proposals and quotes with online acceptance, deposits, and auto-generated invoices.
Tasks & Workflow Automation
Manage tasks and automate firm workflows triggered by forms, deal stages, and client events.
Drake Sync (Desktop Companion)
Sync Drake return statuses, prefill client organizers, and OCR tax documents through a secure Windows companion app.
Help Center & Support
A built-in knowledge base, AI support assistant, and support ticketing for your firm and clients.
PDF Workpaper Editor
Staff can open client PDFs, add markup, and save internal workpaper copies directly from Client Documents.
IRS TDS Transcript Delivery
Request and manage IRS transcript delivery workflows inside ZentroBiz for firms with active IRS e-Services authorization, under controlled…
Live & improving
Live today and getting deeper with every release.
AI Bookkeeping
AI categorizes transactions with confidence scores, explanations, and review controls so staff can approve, edit, or post with confidence.
AI Document & OCR Extraction
AI reads invoices, receipts, and tax documents (W-2, 1099s, and more) and prepares the data for staff review.
Business Phone & SMS
Log calls, SMS, recordings, and client communication history using your connected provider — Twilio, Telnyx, or Zoom Phone.
Mobile Apps
Mobile workflows for documents, invoices, e-signatures, messaging, and firm/client access continue to improve across supported mobile…
Now building
In active development right now.
Xero AI Auto-Categorization
Bringing AI auto-categorization and write-back to Xero, matching what is already live for QuickBooks.
Q3 2026Advanced Workflow Automation
A deeper automation engine that turns won deals into projects and auto-builds task plans.
Q3 2026Connected Apps & Integration Management
A central place to manage connected apps, credentials, and integration status.
Q4 2026Coming next
Planned features on the near-term horizon.
Zapier Integration
Connect ZentroBiz to thousands of apps through Zapier-ready triggers and actions.
Q4 2026Developer API & Webhooks
A developer API with self-service keys and outbound webhooks for your own systems.
Q4 2026Advanced Document Workflow Automation
Deeper automation for cloud storage, document routing, folder rules, and workflow-based document actions.
Q1 2027PDF Workpaper Editor — Advanced Tools
Planned enhancements: review stamps, staff and client checklists, optional notifications on save, client-visible review copies, and page…
In-App Roadmap & Feature Voting
A tenant-driven roadmap with feature voting and transparent release tracking.
Q1 2027Future
Longer-term and compliance-gated items.
Expanded 1099 & Return Workflows
Enhanced 1099 and tax-return preparation, document collection, review, and status tracking.
Additional Integrations
More CRM, storage, and workflow integrations based on customer demand.
Shape what comes next
Tell us what your firm needs most — we build with customer feedback.
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