ZANUS FRONT OFFICE FOR ACCOUNTING — NEW CLIENTS & FORMS

Every new-client inquiry worked in minutes, not after busy season.

New-client inquiries, “what would you charge for my return”, a banker introducing a business owner, an attorney referring an estate, a request for a bookkeeping proposal — they arrive around the clock and peak in January. The AI acknowledges each one immediately, asks the fit questions your firm sets, books the consultation or sends the fee estimate, and keeps following up until the client is scheduled — with consent and opt-out rules built 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

Web Forms — form builder, submissions and downloads

The real Web forms menu: contact, gated downloads, intake — built in the dashboard.

What it does

Forms that lead to a booking

The inquiry becomes a conversation in minutes: individual or business, entity type, states, bookkeeping needs, prior-year situation — then slots offered and the checklist sent.

Referrals never sit

An attorney’s introduction is acknowledged to both sides; the client is contacted the same day; the referrer sees the consultation booked. Referrers who keep referring.

Your forms, or ours

Keep your website forms and connect them, or use the built-in new-client and fee-estimate forms — live in minutes, in 40 languages.

Inside Web & Leads — 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.

From form fill to booked meeting, hands-free

The system itself works the leads: instant grounded reply, demo link, follow-up sequence, booking. Your staff handles only the "needs human" queue.

Response in minutes, 24/7
Every touch logged with transcript
Competitor and free-mail screening built in

From form fill to booked meeting, hands-free

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 we import our client list for organizer season?

Yes — upload the list, choose the organizer or reactivation sequence, and the AI contacts clients by their preferred channel with your approved wording. Opt-outs are honored automatically.

Does the AI decide whether we take a client?

No. It asks the fit questions you set and applies your rules — entity types you serve, states, minimum engagement — then books or politely declines with your wording. Anything unsure lands in the NEEDS HUMAN queue for the partner.

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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