ZANUS AI FOR ACCOUNTING & CPA FIRMS — AI WORKFORCE

The staff accountant who never burns out.

Assign work to the AI the way you assign it to staff: type, files, deadline, priority. The weekly chase list, the deadline sweep, the client memo — executed on schedule, with citations, under review.

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Private tenant or your own server · unlimited users · client-confidentiality-conscious architecture

Assigning AI work with the four-step wizard

Four steps: work type, engagements and libraries, tags, schedule — the AI takes it from there.

What it does

Work types for a practice

Missing-document review, engagement-letter renewal, estimated-payment reminder memo, workpaper summary: work types molded to your firm, each with default libraries and examples.

Urgent / Overdue / Today

The AI’s workload is managed like the team’s: one-click views show what is urgent, late, today and tomorrow — nothing slips through the March pile silently.

A first-year’s diligence, on the record

Every work is a full session: reasoning streamed, sources cited, milestones tracked, linked to the engagement and the deadline calendar.

January 2nd: the engagement letters are drafted

Set “Annual Engagement Letter Renewal” once: after New Year’s the AI drafts every returning client’s letter from last year’s terms and this year’s fee schedule, flags the clients whose situations changed, and queues the stack for partner review — before the first W-2 arrives anywhere.

Recurring schedules for seasonal firm work
Changes flagged with the source cited
Letters in Output, awaiting partner sign-off

Roster of scheduled AI works for the firm

Practice software charges per user and per module — tax prep here, document portal there, workflow tracker somewhere else — while partners still chase missing K-1s by hand and the phone rings unanswered through the second week of April. Zanus AI: the client-facing front office AND the engagement back office, unlimited users, flat price — in your private tenant or on a server your firm owns.

Questions, answered

Can we supervise mid-work?

Yes — open any session, read the reasoning, redirect it, or stop it. The AI works like staff: visible, accountable, interruptible.

Can it handle busy-season volume?

It does not get tired: eight hundred engagements chase the same as eighty. The constraint is your review capacity, not the AI’s.

The staff accountant who never burns out.

What it does

January 2nd: the engagement letters are drafted

Questions, answered

See it working on YOUR practice — the demo IS the product.