ZANUS AI FOR ACCOUNTING & CPA FIRMS — TAX SOFTWARE & INTEGRATIONS

Keep your tax software. Add the intelligence.

Your tax software stays where returns are prepared. Zanus becomes the system of work: connectors sync clients, deadlines and documents both ways, the intake pipeline files what arrives, and AI-drafted letters flow back where they belong. No rip and replace.

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

Integration with existing tax, practice management and office systems

No rip and replace: the tax software, portal and calendars stay — the AI layer connects to all of them.

What it does

Practice connectors

Clients, engagements and deadlines mapped field by field, with a dry-run preview before anything writes — push, pull or two-way, your choice.

The document stream, absorbed

Portal uploads, emailed statements and scanned drop-offs route through the intake pipeline to the right engagement — and the checklist updates itself.

REST API + webhooks

A full API for whatever else the practice runs: e-signature tools, bookkeeping platforms, custom trackers — data in, results out, under scoped keys.

One question across all your systems

The return lives in the tax software, the deadline in practice management, the engagement letter in the library — and the AI reads across all of it. “What is outstanding on this client before the 15th?” becomes one question with one grounded answer.

Field mapping with dry-run preview
Each system stays master of its own records
Every sync event on the audit record
External systems appear as blocks on the automation canvas

Practice systems as blocks on the automation canvas

Documents routed through the intake pipeline

Documents flow back where they belong

The engagement letter the AI drafted, the planning memo, the chase-email thread: finished documents return to the client record in your practice system through the same connectors — reviewed and approved by your CPAs first.

AI output filed back to the system of record
Approval workflow before anything writes back
Webhooks notify your systems in real time

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

Which tax software do you support?

Connectors are mapped per deployment — bring your tax software and practice-management stack to the demo and we walk through the exact integration path.

Does client data pass through third parties?

No. The connectors run inside your tenant — or inside your office on the on-premises option. Data moves directly between your systems.

Keep your tax software. Add the intelligence.

What it does

One question across all your systems

Documents flow back where they belong

Questions, answered

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