Requesting a Personalized Demo

1. 01

   Open the Demo Request Page

   Go to zentrobiz.com/request-demo or click any Request Demo button on the site. The form opens a short 3-step flow covering contact details, firm details, and scheduling.

2. 02

   Step 1 — Contact Information

   Enter your full name, work email, and mobile phone. Optionally include your business name and website URL. This helps the team tailor the demo to your firm.

3. 03

   Step 2 — Firm Details

   Pick your team size, the primary services you offer (tax, bookkeeping, payroll, advisory, entity formation), and describe the challenges you are looking to solve. The more detail here, the more focused the demo will be.

4. 04

   Step 3 — Scheduling

   Choose a preferred date and one of the available time slots, your preferred meeting platform (Zoom, Google Meet, Microsoft Teams, or phone), and submit. Your time zone is detected automatically.

5. 05

   After You Submit

   You land on a confirmation page (/request-demo/thank-you) and receive an email from the team within 24 hours confirming the exact time and sending the calendar invite with the meeting link.

6. 06

   What the Demo Covers

   A 30-minute live walkthrough focused on the workflows, integrations, and outcomes that matter to your firm. There is no credit card required and no obligation to sign up.

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