ZANUS FRONT OFFICE FOR ACCOUNTING — FEE ESTIMATES & LETTERS

Fee estimates and engagement letters from your real fee schedule, in minutes.

A prospective client asks what a return with two states and a rental will cost, a business owner asks for monthly bookkeeping and payroll, an existing client asks whether the notice response is included. The AI builds the estimate from your fee schedule and rules — never an improvised number at the desk — sends the engagement letter from your template with validity and payment terms, and follows up politely until it is signed or the partner steps in.

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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

Quotes — AI quoting with authorization and follow-ups

The real Quotes menu: built by AI, authorized by you with one click.

What it does

Your fee schedule only

Estimates come from your schedule and packages — per-form, per-schedule, hourly, monthly bookkeeping, payroll per run, retainers — never from memory.

One-click acceptance

The client accepts the engagement letter and books the first appointment in the same click; a payable link if you take retainers or deposits online.

Letters that get signed

The unsigned engagement letter is followed up on your schedule — and a question in the reply alerts the partner instead of the sequence.

Inside AI Quoting — the real screens

Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.

Start free — see it on your own firm7 days · no credit card · nothing to install. Give it your website and it is yours to test.

Quote-to-cash without a second system

Elsewhere, configure-price-quote is often a separate product bolted on top. Here, quoting is one included function of your integrated Front Office — connected to every conversation.

No per-user CPQ tax
Connected to chat, phone, demo and email history
Quote-to-cash without a rollout project

Available on its own — or inside a solution

One subscription per company — never per seat. Your whole team uses it, on their own phones, at no extra charge; add operators only for the people who run the dashboard. See pricing → · Try it free 7 days, no credit card →

Software your team operates — or an AI Front Office that does the work? This capability is part of one integrated Front Office: enable it when you need it, and the AI runs it with the rest.

Questions, answered

Can it answer “is that included in my engagement?”

From the engagement letter’s approved wording and your fee schedule, yes — consistently, on every channel, which is where scope creep usually starts. Anything the letter does not state goes to the partner with the client’s question on the record.

Who approves an estimate?

Your rules: automatic for standard individual returns and packages, one click from a partner for anything custom — complex entities, multi-state, catch-up bookkeeping. Every estimate and letter is logged on the client’s record.

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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