ZANUS AI FOR ACCOUNTING & CPA FIRMS — DOCUMENTS

Ask the engagement file. It answers.

K-1s, 1099s, W-2s, trial balances, prior-year returns, organizers, signed engagement letters — loaded into curated libraries the AI reads from. Ask in plain language; get the answer with the source cited, scoped to whoever asks.

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

Engagement document libraries with priority order

Libraries: current-year files outrank prior years, final versions outrank drafts — you set the order.

What it does

Any format clients send

PDFs, spreadsheets, phone photos of W-2s, scanned brokerage statements — the ingestion pipeline turns the shoebox into queryable knowledge.

Answers with the source

No source in the file, no claim: the AI cites the K-1, the trial balance, the prior return — or says it cannot answer. For work that gets reviewed, that discipline matters.

Permission-shaped answers

The admin asks about appointment policy; the partner asks about the client’s basis history: each gets answers scoped to their role, enforced server-side.

Ten filing seasons, one question away

“Which clients received K-1s from this partnership last year?” “What did we list on the depreciation schedule for the rental?” “Which engagement letters are still unsigned?” The archive answers in seconds, with the documents attached — instead of an hour in the document portal.

Plain-language questions across all engagements
Sources attached to every answer
Priority order: final and current-year files rule

Precision vector store answering from engagement files

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 can open client files?

Only roles you authorize. Permissions reach the field level and the server redacts what a user cannot see — a seasonal preparer sees their assigned engagements, nothing else.

Do client documents train outside models?

Never. Your tenant is isolated; client files are yours alone — and the on-premises option keeps them physically inside your office.

Ask the engagement file. It answers.

What it does

Ten filing seasons, one question away

Questions, answered

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