For seasonal and high-volume tax offices

Scale Tax Season Without the Chaos

ZentroBiz equips seasonal and large-volume tax offices with automation tools to process hundreds or thousands of returns efficiently.

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Requests are reviewed before activation. Submitting a request does not charge a card. Prefer to talk? Call (855) 334-4244.

2x

Seasonal tax offices process 2x more returns per staff member with bulk automation tools.

See it for your firm

Sound familiar?

The everyday problems seasonal and high-volume tax offices tell us about.

Document Bottlenecks
Eliminate delays with automated intake.
Signature Delays
E-signatures at scale for fast turnaround.
Client Communication Overload
Bulk messaging to reach everyone efficiently.
Inconsistent Staff Workflows
Standardize processes across all staff.
Difficulty Tracking Hundreds of Returns
Real-time dashboards for complete visibility.

How ZentroBiz helps.

One platform replaces the spreadsheets, inbox chasing and disconnected tools.

Bulk Organizers Sent Automatically
Reach hundreds of clients at once.
Centralized Document Intake
One portal for all client uploads.
Automated Signature Collection
High-volume e-signatures made simple.
Staff Assignment
For high-volume workloads.
Tax Season Dashboards
Monitor everything in real-time.

Key features.

What seasonal and high-volume tax offices use every day.

01

Bulk Client Automation

Send organizers and communications to hundreds of clients at once.

Explore the features behind it.

Every ZentroBiz feature is included in every plan.

Smart Organizers

Collect Tax Information With Less Back-and-Forth. Create and manage guided tax organizers that help clients provide…

E-Signatures

Send engagement letters, 8879 e-file authorizations, and tax documents for signature with automated reminders,…

Staff Workload

Balance Work Before Capacity Breaks. See assignments and workload across the team so managers can rebalance work and…

Communication Automations

Make Routine Client Follow-Up Repeatable. Configure communication-focused automations that support consistent client…

Tax Workflow

Replace the emails, the spreadsheets, the document chasing, the manual entry, and the "where's my return?" calls —…

ZentroWorx

A review-first tax operations workspace that turns supported tax documents into staff-approved, Drake-ready data.

Simple pricing for every size of firm.

Every plan includes every feature. Choose by team size.

Solo

1–5 staff seats

$79per staff seat / month

Genesis

2–15 staff seats

$129per staff seat / month for 12 months, then $149

Enterprise

16+ staff seats

Contact us

See pricing and every feature

Run a smoother tax season.

Schedule a personalized demo to see how ZentroBiz can transform your practice.

Start 14-day trial Book a demo

Or call (855) 334-4244

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