ZANUS AI FOR ACCOUNTING & CPA FIRMS — COMPLIANCE

Built like the peer review is tomorrow.

A CPA firm holds the most sensitive files its clients possess. Admin-created accounts, permissions to the field level, server-side redaction, a searchable audit trail over engagement records — and a fully on-premises option where client files never touch the internet.

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

One record per user: role, tags, and granular permissions over every domain of the system.

What it does

Need-to-know, enforced

The server redacts what a role cannot see — a seasonal preparer sees assigned engagements only; even in shared calendars, an unauthorized user sees the slot, not the client name.

Every access, on the record

A searchable log of every audited action, with configurable categories: who opened the client file, who edited the letter, who exported what, when.

Your firm, your walls

Five-level workgroups map offices, partners and teams; the on-premises option puts the whole system inside your office, air-gap capable.

The records request that takes minutes, not weeks

When the question comes — from a peer reviewer, an insurer or a departing client’s new accountant — the answer is a search away: engagement records, access history, document trails, update history, all in one place, with pre-update snapshots preserved.

Searchable audit trail
Automatic pre-update snapshots with rollback
USB updates for air-gapped deployments

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

Where do client files live?

In your isolated tenant — never training outside models — or fully on-premises on hardware your firm owns, physically incapable of internet exposure.

Can our compliance reviewer vet the setup?

Please bring them: deployment specifics, retention behavior and confidentiality handling are walked through with your firm during onboarding.

Built like the peer review is tomorrow.

What it does

The records request that takes minutes, not weeks

Questions, answered

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