ZANUS AI FOR ACCOUNTING & CPA FIRMS — FRONT OFFICE

April 12th, and the phone is calm.

Busy season doubles the calls and halves the time to take them. The Zanus front office answers on your menu, in your voices — appointments, status, drop-off instructions — 24/7, in up to 40 languages, while your preparers stay on the returns.

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

Front office dashboard with client conversations

Calls, chats, bookings and document requests — one dashboard the office manager can read.

What it does

The extension-day test

October 15th, 9 AM: every caller wants a status. The AI answers each one in one ring, reads the engagement status, and flags the true emergencies to a partner — no hold queue, no snapped tempers.

Appointments without the tennis match

Tax appointments, planning meetings and drop-off slots booked against real preparer calendars, confirmed and reminded in the client’s language — no-shows cut before they happen.

The repeated hundred questions

What to bring, where to upload, whether you take walk-ins, what an extension actually means: answered instantly and identically every time, from YOUR approved information.

From first call to booked appointment, hands-free

A new client calls in February; the AI answers, asks your intake questions, offers real slots on the right preparer’s calendar, books the appointment and sends the document checklist and organizer — while your admin keeps working the signature queue.

Real calendar sync — no double-booking preparers
Document checklists sent at booking time
Fee and process questions answered from your rules
Tax advice questions escalated to the preparer, never improvised

Appointments booked into preparer calendars

Website chat answering prospective client questions

The website works the night shift

Grounded chat answers what your firm approved — services, pricing structure, deadlines — and web inquiries get responses in minutes. A prospect comparing three firms at 10 PM books with the one that answered.

Website chat grounded in approved firm information
New-client inquiries worked in minutes, 40 languages
Every conversation logged with full transcript
See the full Front Office tour →

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 it answer tax questions?

It answers process and firm-policy questions from your approved information. Questions calling for tax judgment route to your CPAs by your rules — the AI never plays preparer.

Do we keep our phone numbers?

Yes. Your numbers stay; calls route AI-first, staff-first, or any mix per line and per hour — one setting for busy season, another for summer.

What about clients who only speak Spanish, or Mandarin?

The AI answers each caller in the caller’s language — up to 40 — with the same approved firm information.

April 12th, and the phone is calm.

What it does

From first call to booked appointment, hands-free

The website works the night shift

Questions, answered

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