ZANUS AI FOR ACCOUNTING & CPA FIRMS — PROCEDURES

The firm manual, alive.

Preparation checklists and review procedures only protect the firm when people follow the current version. In Zanus, checklists, QC policies and office procedures are living documents: answerable in chat, attached to work, priority-ordered so the latest version always wins.

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

Procedure reviews scheduled on the firm calendar

Procedure upkeep, scheduled like client work: annual checklist reviews and policy checks on the calendar.

What it does

One source of truth

1040 prep checklist, business-return review procedure, e-file authorization workflow, records-retention policy: one library, current versions on top, superseded drafts outranked.

Answerable at the point of work

“What is our procedure when a client brings a late K-1 after filing?” — answered in seconds with the document attached, to any authorized staff member, in the moment it matters.

Attached to the work itself

Work types carry their default procedures: the AI drafting a chase email reads the client-communication policy — by construction, not by memory.

The post-season update, actually done

Every May the checklists deserve the lessons of April — and never get them. Assign the review once as recurring AI work: the AI drafts proposed updates from the season’s review notes, summarizes changes for the staff meeting, and files everything for partner approval.

Recurring review works with deadlines
Update summaries drafted for staff briefings
Every revision on the audit record

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

How do updates roll out?

Upload the new version, set it on top: from that moment every answer and every AI work cites the new checklist. Old versions remain archived for audit.

The firm manual, alive.

What it does

The post-season update, actually done

Questions, answered

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