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- Onboarding
Getting Started with ZentroBiz
A step-by-step guide to setting up your ZentroBiz account, configuring your firm profile, and inviting your team.
Read article › - CRM
Adding and Managing Leads in CRM
Learn how to add new leads, move them through pipeline stages, and convert them into active clients.
Read article › - Tax Engine
Filing 1040 Tax Returns
How to create, prepare, and file individual 1040 tax returns using the ZentroBiz Tax Engine.
Read article › - Billing
Creating and Sending Invoices
Generate branded invoices, set up recurring billing, and track payment status from the Billing module.
Read article › - Client Portal
Setting Up the Client Portal
Configure the secure client-facing portal where clients upload documents, sign forms, pay invoices, and message your firm.
Read article › - AI Automation
Using the AI Assistant
How to use the built-in AI assistant to automate data entry, generate summaries, and get intelligent recommendations.
Read article › - Workflows
Creating Workflow Automation Rules
Build trigger-based automation rules that assign tasks, send notifications, and move items through stages automatically.
Read article › - Documents
Organizing Documents & Files
Best practices for uploading, organizing, and managing client documents in ZentroBiz.
Read article › - E-Signatures
Sending E-Signature Requests
How to prepare documents for electronic signatures and send them to clients through the portal.
Read article › - Payroll
Processing a Payroll Run
Step-by-step instructions for processing client payroll runs, including tax calculations and compliance.
Read article › - IRS Resolution
Managing IRS Resolution Cases
How to create and manage Offer in Compromise (OIC), installment agreements, and penalty abatement cases.
Read article › - Calendar
Scheduling Client Appointments
Set up appointment types, enable client self-booking, and sync with Google Calendar or Outlook.
Read article › - Marketing
Creating Email Marketing Campaigns
Build and send email campaigns to your client base using the built-in marketing automation tools.
Read article › - Security
Enabling Two-Factor Authentication
Secure your account with TOTP-based two-factor authentication for all team members.
Read article › - Communication
What Is Amazon SNS in ZentroBiz?
Understand what Amazon SNS is, how it works inside ZentroBiz, and why it's a powerful option for high-volume SMS messaging.
Read article › - Communication
How to Set Up Amazon SNS in ZentroBiz
Step-by-step guide to connecting Amazon SNS as your SMS provider in ZentroBiz.
Read article › - Communication
Amazon SNS vs Twilio vs Telnyx — Which SMS Provider Is Right for You?
Compare the three SMS providers supported by ZentroBiz to find the best fit for your firm's messaging needs.
Read article › - Communication
Troubleshooting Amazon SNS SMS Issues
Common issues with Amazon SNS message delivery in ZentroBiz and how to resolve them.
Read article › - Communication
Choosing the Best SMS Provider for Your Firm
A practical guide to selecting the right SMS provider based on your firm's size, budget, and communication needs.
Read article › - Onboarding
Requesting a Personalized Demo
How to request a ZentroBiz demo, what happens after you submit, and what to expect during the session.
Read article › - Onboarding
The Zentro Platform Family
An overview of the four products in the Zentro platform family — ZentroBiz, ZentroBooks, ZentroCompliance, and the Client Portal App.
Read article › - Onboarding
Migrating to ZentroBiz from Another Platform
Overview of the ZentroBiz migration process, what data can be imported, and how to request migration help.
Read article › - Onboarding
Comparing ZentroBiz to Other Platforms
How to use the ZentroBiz comparison pages and what each comparison covers.
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