ZANUS FRONT OFFICE FOR ACCOUNTING — REMINDERS & CHASERS
Follow-up that chases the missing K-1 for you — and stops the moment the client replies.
The brokerage statement still missing, the e-file authorization unsigned, the signing appointment unconfirmed, the estimated-payment date your firm publishes, the organizer in January, the extension client in September, the client who did not come back this year. Every sequence runs on its own clock, on the channel the client prefers, in their language — and a reply or an upload stops it and alerts a person.
Try it free 7 days on your own business · no credit card · per company, never per seat
REAL AI - the whole Front Office is AI, not old software with an AI button. Give it your website: it learns your company, works from your approved knowledge and gets better with every answer you approve.
Live on this site right now — the assistant in the corner is the product · Award-winning AI — CES · ISE · TMCnet
The real Marketing menu: funnels, chase presets, templates, automated events and follow-ups.
What it does
“We still need your 1099-B and the signed authorization” by text, email or an AI call — specific, on schedule, stopped when the client replies.
Organizer sends in January, signing reminders in April, the extension reminder in September, estimated-payment dates as your firm publishes them — your wording, their channel.
The mid-year check-in, the review request after a smooth filing, the client not seen for two seasons — contacted politely; a question reaches the preparer.
Inside Marketing — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
From demo to quote to signature — one funnel, no gaps
The AI Demo, AI Quoting and Web Forms all hand their leads to Marketing. Each preset knows what happened before: "watched 80% of the demo, asked about pricing twice, quote unopened for 6 days" becomes the next email, not a guess.
- Presets: demo chase, quote chase, web-lead chase
- AI direction in one sentence: "friendly, mention the trade-in offer"
- Every send, open, click and reply on the contact timeline
Escalation to a human, on purpose
A funnel is not a spam cannon. When a lead replies, opens the quote three times or asks a question, the sequence stops and the lead lands in the NEEDS HUMAN queue with the whole story attached — your rep calls a warm client, not a list.
- Reply = sequence stops, human notified
- Engagement thresholds you set
- Phone call-back can be the last step of any funnel
Measured on the forecast board, not in feelings
Every funnel step shows on the Statistics → Forecast board: which sequence moved which deal, close probability before and after, and the WHY sentence for each change.
- Funnel performance per preset
- Close probability with the WHY
- Export PDF / XLS or schedule the report by email
Available on its own — or inside a solution
Questions, answered
Can clients opt out?
Always, in one tap, per sequence or entirely. Opt-outs are honored across every channel and recorded on the client’s file; a chaser never goes to someone who asked it to stop.
Which solution includes it?
Available on its own or inside a solution. Which solution includes what: see pricing.
Try it free on your own firm. 7 days. No credit card.
Give it your website. It learns your company. Then call it, chat with it, e-mail it — and decide. Nothing to install, nothing to cancel.
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