The Zentro Platform Family

1. 01

   ZentroBiz

   The core practice management platform for accounting and tax firms. Includes CRM, workflows, billing, compliance, document management, e-signatures, tax and bookkeeping modules, client portal, and AI automation. Accessible at zentrobiz.com.

2. 02

   ZentroBooks — AI Bookkeeping

   A dedicated AI bookkeeping product focused on categorization, reconciliation, and month-end close. Built to complement ZentroBiz for firms that want a specialized bookkeeping experience. Accessible at zentrobooks.com.

3. 03

   ZentroCompliance

   A dedicated compliance and entity management product covering annual reports, registered agent services, and compliance calendars. Accessible at zentrocompliance.com.

4. 04

   Client Portal Mobile App

   The mobile client experience used by end clients to upload documents, pay invoices, track tasks, book appointments, and sign documents. Android available now; iOS in review. Marketing page at /client-portal-app.

5. 05

   How the Products Work Together

   Firms typically start with ZentroBiz as the hub. ZentroBooks and ZentroCompliance connect into the same firm account when a firm wants deeper focus on those areas. The Client Portal App connects to whichever product the firm uses as its source of record.

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