ZANUS AI FOR ACCOUNTING & CPA FIRMS — BACK OFFICE

The practice runs on workpapers.
Now they answer back.

Workpapers, trial balances, prior-year returns, engagement letters, client memos: an accounting practice is documentation with deadlines. The Zanus back office turns that archive into a working AI staff — drafting, cross-referencing and citing, under your preparers’ sign-off.

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

AI work session summarizing engagement workpapers with citations

A real session: workpaper summary drafted — every figure cited to its schedule, waiting for the reviewer.

What it does

The reviewer’s first pass, drafted

Tie-out summaries, open-item lists and review notes drafted from the engagement file — each point cited to the workpaper it came from — before the reviewer opens the binder.

Letters in the firm’s voice

Engagement letters, extension notices, estimated-payment reminders and client memos drafted from your templates and the client’s own record — in minutes, not evenings.

Sign-off stays professional

Every AI-drafted memo and letter lands in Output awaiting review. Nothing with the firm’s letterhead leaves without a CPA’s decision.

The missing-document chase, on autopilot

Wednesday, 7 AM: the AI has reviewed every open 1040 engagement, listed what is still missing — the two K-1s, the brokerage 1099, the signed 8879 — drafted the chase emails in each client’s language, and queued them for approval. Your staff starts the day sending, not searching.

Recurring chase-list work across all open engagements
Gaps cited to the checklist and the file
Chase drafts queued for one-click approval

Document chase work tracked and prioritized

Client documents drafted in the firm templates

Prior years, one question away

“How did we treat the home-office deduction for this client in 2023?” “Which clients had multi-state filings last year?” The AI answers from the prior-year files with the source attached — the institutional memory of the practice, on demand.

Plain-language questions across engagement history
Answers cited to the return or workpaper
Approval workflow before anything leaves 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

Does this replace our tax software?

No. Preparation stays in your tax software; Zanus runs the work around it — documents, chasing, memos, deadlines, knowledge — and connects to what you already use.

Who reviews what the AI drafts?

Your professionals. Every draft lands in Output with its sources; the preparer or partner reviews, edits and releases. The AI never signs anything.

The Back Office executes. Who answers the phone?

Front Office AI picks up every call and chat — books, quotes, follows up, 24/7 in 40 languages. Watch it run a business like yours, live.

Front Office live demos →Front Office for Accounting & CPA