Winner CES 2026 · ISE 2026 · TMCnet 2026

AI File Cabinet for Accounting & Tax Firms. AI document processing for accounting firms, client by client

AI File Cabinet brings AI document processing for accounting firms: each statement, receipt or letter is read as it arrives, given its kind, its date and its facts, checked by code, and filed in a file per client and year. Search finds it at the page, and nothing is erased without a click.

TRY AI FILE CABINET FREENo credit card · Ready in 2 minutes

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI File Cabinet · Drawers

Drawers

Projects, contracts, accounting, human resources: each drawer decides who may open it and how long its files are kept.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Keep the Accounting drawer seven years after a file closes.”

Lisa“Files in the Accounting drawer are kept 7 years after closing, then listed under Retention for your decision. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Accounting & Tax Firms use it

A client's bank statements are scanned at the counter with a phone and filed as one PDF in her file for the year.

A partner searches every drawer for a vendor's name and opens the invoice at the page where it appears.

A copy goes to a client by a link with a code instead of an attachment, and the link expires after a week.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Drawers per department with one right per person: read, add, edit, manage
Files per project, customer or matter; documents of any kind with versions
Every page read, every recording transcribed; ask in plain words and open the proof at its page or second
100 GB of archive included, more space when you need it
Phone scan, e-mail-in, filing from Mail and Phone; imports from Drive, Microsoft, Dropbox, Box and ZIP

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI File Cabinet does, for every business ›

Works withAI E-mail AI Phone AI Quoting AI Web Forms AI Team Assistant

Client files

Document management for accounting firms, a file per client and year

Drawers and files

An Accounting drawer among the eleven kinds, a file per client and year inside it, and folders up to six levels deep, seen as a list, tiles or a tree.

Read as it arrives

Each document gets its kind from its own words, its date and its facts; a figure that fails its check waits on To verify and is never shown as certain.

Found at the page

Find in every document searches each drawer you may open and opens every hit at its page, scanned statements and letters included.

Rights and an audit

Each drawer sets who may open what, from No access to Manage, and every open, download, share and erase is logged with who and when.

Set-up

A digital file cabinet for CPA firms, set up in 2 minutes

Open your drawers

Keep the drawers you need, such as Customers, Accounting and Human resources, and check the retention and the rights of each one.

Shape the client file

Tell Lisa the fields and folders a client file needs, such as tax year, entity type and statements; she shows the template before and after.

Bring documents in

Upload a folder, scan with a phone or give a file its own e-mail address; an import shows its plan before anything is stored.

A week on real files

Try it on your own documents for 7 days with no credit card, then search a client's file and open the page behind each result.

Questions & answers

AI File Cabinet for Accounting & Tax Firms: questions & answers

What does AI document processing do for an accounting firm?

It reads each document as it arrives: its kind, such as a receipt, an invoice, a statement or a letter, its date and the facts of its kind, such as totals, dates and vendors, checked by code. Any figure that fails its check is parked on To verify for a person.

Does it enter the figures into our tax or bookkeeping software?

No. The File Cabinet reads, files and finds your documents; it is not connected to tax preparation or bookkeeping software. What it reads stays in the client's file, found by search and cited at the page, for your people to use.

How do documents get into a client's file?

Several ways feed the client document storage for tax preparers: upload a file or a whole folder, scan pages with a phone into one PDF, dictate a note, or mail them to the file's own address from your team or a sender on your allow list. An import shows its plan before anything is stored.

How are client documents shared without attachments?

With Send by link: a view-only or downloadable link that expires in 1 to 90 days, under a watermark. The code goes by mail, the address by you, and ten wrong codes lock it. Every open, download and share is in the file's audit.

How long are client files kept?

Each drawer sets it, which makes records retention for accounting firms a choice per kind of file: keep forever, or 7, 10 or 12 years once a client file closes. A file past its time appears under Retention with Keep a year, Hold or Erase, a legal hold stops any erasing, and the trash keeps a deleted document for 30 days.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Accounting & Tax Firms ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.