Run your accounting practice with confidence
Complete practice management for accountants, auditors, and administrative service providers. Manage workflows, track time, ensure compliance, and bill clients—all in one powerful platform.
Everything your practice needs in one place
From client onboarding to final invoicing, manage every aspect of your accounting practice with powerful, purpose-built tools.
Turn chaos into clarity with smart workflows
Create detailed workflows with custom tasks, assign team members, track progress, and ensure nothing falls through the cracks. From client onboarding to year-end audits, every process runs smoothly.
- Custom workflow templates for any service
- Budget hours and fees tracking
- Multi-user assignments with role-based access
- Status tracking from assignment to completion
- Optional approval workflows
Built-in compliance that protects your practice
Stay compliant with integrated AML/KYC tools. Perform PEP, sanctions, and adverse media searches, maintain risk assessments, and manage document expiry—all automated and audit-ready.
- Automated PEP and sanctions screening
- Customizable risk rating questionnaires
- Document collection with expiry tracking
- Client profile sharing for remote completion
- Full audit trail and reporting
Get paid faster with intelligent billing
Transform time entries into invoices in seconds. Bill by the hour, fixed fee, or hybrid. Track what's invoiced, what's paid, and what's outstanding—ensuring you never leave money on the table.
- Automated time-to-invoice conversion
- Fixed fee and hourly billing options
- Estimates that convert to invoices
- Credit notes and statement of accounts
- Track invoiced vs. paid status per workflow
Powerful features that save you time
Workflow Management
Create and manage unlimited workflows with custom tasks, budgets, and team assignments
Client Management
Complete client profiles with contacts, company history, and unlimited custom fields
Custom Fields & Reporting
Build custom fields and filtered views for any reporting need across the platform
Time Tracking & Leave Management
Track billable hours and manage employee leave requests with approval workflows
Invoicing and Receipts
Generate professional invoices from time entries with support for multiple billing models
KYC/AML Compliance
Automated PEP screening, risk assessments, and document tracking for full compliance
Ready to transform your practice?
Join accounting practices that trust ZenWorkflow to manage their operations efficiently and compliantly.
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