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For 1040 tax preparers

Make 1040 Season Faster, Easier, and Stress-Free

ZentroBiz automates client organizers, document collection, signatures, messaging, and tax return tracking — so preparers can move faster through tax season.

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

1040

1040 preparers complete returns 40% faster with automated workflows and client portals.

See it for your firm

Sound familiar?

The everyday problems 1040 tax preparers tell us about.

  • Clients Not Sending Documents

    Automated reminders ensure you get what you need.

  • Missing Signatures

    E-signature workflows for 8879 and more.

  • No Visibility into Return Status

    Real-time tracking of every return.

  • Manual Organizers

    Digital organizers with smart auto-fill.

  • Long Turnaround Times

    Streamline your entire preparation process.

How ZentroBiz helps.

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

  • Digital Organizers

    With auto-fill options for clients.

  • Client Upload Reminders

    Automated follow-ups for documents.

  • Automated Signature Workflows

    8879 e-signatures made easy.

  • Tax Return Stages

    Clear progress tracking for all returns.

  • Bulk Client Messaging

    Communicate with many clients at once.

Key features.

What 1040 tax preparers use every day.

01

Tax Organizer System

Digital organizers with smart auto-fill and client-friendly interfaces.

Explore the features behind it.

Every ZentroBiz feature is included in every plan.

Tax Workflow

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

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Smart Organizers

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

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E-Signatures

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

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Client Portal

Give clients 24/7 access to documents, tasks, organizers, signatures, invoices, and messages - all in a secure,…

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ZentroWorx

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

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Tax Extensions

Track and file Forms 4868 and 7004, manage due dates, monitor filing status, and let AI proactively suggest which…

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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

Transform your 1040 workflow.

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

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Or call (855) 334-4244

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