For virtual and remote bookkeepers

The Ultimate Platform for Remote Bookkeeping Firms

ZentroBiz enables remote bookkeepers to work seamlessly with clients, share documents securely, manage tasks, and automate repetitive bookkeeping workflows.

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

60%

Remote bookkeeping teams collaborate 60% more efficiently with ZentroBiz.

See it for your firm

Sound familiar?

The everyday problems virtual and remote bookkeepers tell us about.

Disconnected Communication Tools
Unify all your communication in one platform.
Hard-to-Manage Document Requests
Streamline document collection and tracking.
No Unified Client Tracking
Track all clients and their status in one place.
Remote Staff Collaboration Challenges
Enable seamless team collaboration anywhere.
Slow Manual Onboarding
Automate client onboarding processes.

How ZentroBiz helps.

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

Cloud-Based Client Portal
Messaging & file sharing from anywhere.
Automated Onboarding Workflows
Fast, consistent client setup.
Task and Deadline Visibility
For distributed teams worldwide.
Secure Document Management
Version control and organization.
Real-Time Collaboration
On financial processes together.

Key features.

What virtual and remote bookkeepers use every day.

01

Unified Client Portal

Cloud-based portal for seamless client communication and file sharing.

Explore the features behind it.

Every ZentroBiz feature is included in every plan.

Client Portal

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

Communication Hub: SMS & Calls

All client conversations in one place — SMS, calls, fax, email, and meetings.

Document Management

Organize client files, document requests, forms and e-signatures in one place — searchable, secure and tied to the…

E-Signatures

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

Calendar & Scheduling

Full-featured calendar with Google and Outlook sync, client-facing booking, embeddable widgets, multi-location…

Bookkeeping Workflow Engine

Replace the spreadsheets, the manual categorization, the disconnected tools, and the "is this month closed?"…

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

Build a stronger remote bookkeeping firm.

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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