ZANUS AI FOR ACCOUNTING & CPA FIRMS — AUTOMATIONS

The practice’s repetitive work, set once.

Describe the job in plain words — “when a client uploads a document, file it to the engagement and update the checklist” — and it becomes connected blocks on a canvas, running on its own, with every run visible.

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

Visual automation flow with trigger, sources and actions

A real flow: inbox trigger, engagement sources, AI compile, three outputs — drawn from a description.

What it does

Uploads that file themselves

A client emails a photographed W-2 at midnight: it lands on the right engagement, the checklist ticks over, and the preparer sees a complete folder in the morning.

Deadlines that chase themselves

Estimated-payment dates, extension deadlines and unsigned 8879s trigger reminders drafted in the client’s language, queued for approval — no sticky notes on monitors.

Reports on schedule

The Friday work-in-progress summary by partner, the weekly missing-documents count: compiled by the AI, filed to Output, on time every time.

When something fails, you SEE it

Run states live on the flow: green success, red failure on the exact block. In a deadline business, a silently failed reminder is a missed filing — here, nothing fails silently.

Run log per automation
One-click retry on failures
Finished documents in Output, statused

Failure state visible on the automation canvas

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

Who approves outgoing client emails?

Your rules: queue everything for human approval, or auto-send only the categories you designate as safe — reminders one way, anything substantive another.

The practice’s repetitive work, set once.

What it does

When something fails, you SEE it

Questions, answered

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