Practice management software to run your firm with confidence
Complete practice management for accountants, auditors, law firms, and other professional 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 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
Manage team leave without the spreadsheets
Approve time off, track balances, and see who's away at a glance. Public holidays, work schedules and leave allowances are built in—so capacity planning and payroll stay accurate.
- Self-service leave requests with approval workflows
- Shared team leave calendar and live balances
- Configurable leave types, allowances and accruals
- Automatic public holidays and work schedules
- Leave reflected directly in timesheets and capacity
Everything your practice needs, in one place
Every feature in ZenWorkflow is built to solve a real operational challenge. Whether you’re tracking time, managing leave, reviewing reports, or coordinating your team, everything works together to give you complete visibility over your practice.
Client management
Keep every client's details, contacts, and documents in one organised place — from onboarding and KYC through to ongoing compliance — so your whole team always has the full picture at their fingertips.
Time tracking & timesheets
Capture every billable hour against clients and jobs, then submit weekly timesheets for approval — so nothing slips and everything gets billed.
AI reports & dashboards
See your whole practice at a glance — active workflows, overdue invoices and compliance gaps — with dashboards and reports that update in real time, plus AI that surfaces the trends and risks worth acting on.
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 professional firms that trust ZenWorkflow to manage their operations efficiently and compliantly.
No credit card required. Free 14-day trial.