Zanus AI for Accounting & Tax Firms. Every client answered. Every deadline kept.
Front OfficeClients asking what to bring, where to upload and whether the return is ready to sign, answered by phone, chat and e-mail; signings and drop-offs booked, missing K-1s chased and every tax question sent to the preparer.
Back OfficeEngagement letters, organizers, W-2s, 1099s and K-1s filed on the right client and year; extension and filing deadlines, notice response dates and month-end close checklists on the calendar, with an owner.
Zanus AI Front Office
Front Office for Accounting & Tax Firms With your clients and their bookkeepers
Who reaches youIndividual tax clients asking what to bring and whether the return is doneBusiness owners and their bookkeepers with payroll, sales-tax and year-end requestsProspective clients after a new business, a marriage, an inheritance or a noticeEmployees of payroll clients asking where their W-2 isBanks and lenders asking for financials or a comfort letterAttorneys, financial advisors and real-estate agents referring clients
Answers & books
AI PhoneEvery busy-season call answered, tax questions to the preparer.AI BookingSignings, drop-offs and consultations booked with the right preparer.AI ChatYour website answers new-client and portal questions in season.AI E-mailDid you get my 1099? Answered from your approved information.AI Web FormsEvery January new-client inquiry answered in seconds.AI AvatarA face that welcomes prospective clients to your firm.Sells
AI CRMThe front-office client record that writes itself.AI QuotingFee estimates and engagement letters from your fee schedule.AI Follow-upEvery new-client inquiry followed until the consultation is booked.AI MarketingOrganizer season and deadline reminders sent to the right clients.AI Auto-CallDocument reminders and year-end calls placed for you.AI DemoHow working with your firm goes, explained at any hour.AI Live MeetingsWalk a stuck client through the portal, live.AI MeetingsMonthly reviews and year-end meetings by video, summarized.Zanus AI Back Office
Back Office for Accounting & Tax Firms Inside your firm
Create unlimited AI automations just by talking to the AI. Engagement letters, organizers, W-2s, 1099s and K-1s filed on the right client and year; extension and filing deadlines, notice response dates and month-end close checklists on the calendar, with an owner.
Automates
AI AutomationsSay it once: every new return gets its organizer, its checklist and its dates.AI TasksEngagement letters, workpaper indexes and client memos drafted for review.AI ApprovalsNothing goes to a client without the reviewer’s OK.AI DashboardToday’s signings, extensions due and missing documents on the first screen.Knows your company
AI AssistantAnswers staff from your firm’s procedures and checklists, with the source.AI AnalysisReads a client’s years of returns and reports what changed and what is missing.AI ArchiveEvery return, workpaper and scanned receipt, found in seconds.AI VectorstoreEach client’s financial files kept private and found by meaning.AI LibraryLearns your review checklists, firm policies and the state rules you work by.AI TranscriptsClient meetings and year-end reviews transcribed and summed up.AI MailroomEvery e-mailed K-1, 1099 and notice filed on the right client and year.Runs your business
AI CustomersEach client, their entities, years and contacts on one private record.AI CasesEach tax notice kept on its own facts, letters and response date.AI ProjectsEach engagement as a project: audit, review or close, with owners and dates.AI DesignReport covers, charts and client-letter layouts revised from your words.AI SuppliersCouriers, shredding and print vendors at hand; return binders re-ordered.AI InventoryYour services, from returns to payroll and bookkeeping, always current.AI MarketingYear-end planning meetings and new services offered to the right clients.Your team
AI TeamworkPreparers and reviewers share each return; nothing gets lost.AI TrainingNew staff trained from your procedures, checklists and software steps.AI IntegrationsAdds AI to the tax software, portal and accounting system you keep.AI Apps & RobotsClose robots built to order: pull, reconcile and list the exceptions.Privacy & auditWho sees which client’s returns, and every action on record.Live Demos
See it working for your firm.
Tell us what you want to see. We build an interactive AI demo for your company from your website, and the link and the documentation arrive in your inbox in about 2 minutes.
Questions & answers
Zanus AI for Accounting & Tax Firms: questions & answers
Can an AI receptionist answer calls for a CPA firm during tax season?
Yes. AI Phone answers every line from the first ring, through the late-January rush, the April deadline and the October extension week, in 40 languages. It answers from the information your firm approves, books signings and drop-offs, and transfers anything about a specific return to the preparer with the context.
Does the AI give tax advice or tell clients what they owe?
No. It never says what is deductible, whether to file an extension, how to respond to a notice, how to classify a worker, or what a client owes or will get back. It also never reads a figure from a return, a payroll or a financial statement, even to the client who asks; those questions go to the preparer.
Can the AI tell a client whether their return is done?
Yes, from the statuses your firm chooses to expose, such as in preparation, in review, ready to sign or filed, after the caller is verified by your rules. It never checks, predicts or estimates a refund; it points to your approved instructions and, if you wish, takes a message for the preparer.
What happens when a client calls about a letter from the tax authority?
It is filed as a client request and routed to the preparer the same day, with the transcript attached. The AI reads your approved text on what to do when a letter arrives, word for word, and adds nothing, so the response stays with your professionals.
Can the Back Office keep track of extension and filing deadlines?
Yes. It reads each client’s entities and filing types, puts every extension, return, estimated-payment and notice-response date on the calendar with an owner, and tells the preparer before a date is missed. Tax positions and filings stay with your professionals.
Can it read the documents clients upload and tell us what is missing?
Yes. It reads each W-2, 1099, K-1 and statement as it arrives, files it on the right client and year, compares it with last year’s file and lists what is still missing for the preparer. How anything is reported stays your preparer’s call.
How do the Front Office and the Back Office work together for an accounting firm?
The Front Office answers the new client, qualifies the need and books the consultation; the lead, the call transcript and the booking land on the client’s record in the Back Office, where the engagement letter, the document checklist and the filing dates take over.
Give Lisa your website.
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Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.