For Accounting Firms

Practice management software for accountants

From year-end accounts and VAT to management reporting, run every job to the same standard. Track deadlines, log billable time, and turn work into invoices—without juggling spreadsheets and email.

Accountants at work with their annual return, billing and invoice cards (photo and illustration)

Built for how accounting firms actually work

Recurring compliance work, hard deadlines, and dozens of clients at different stages. ZenWorkflow keeps it all visible and on track.

Never miss a filing deadline

See every client deadline in one view, with workflows that move from assigned to filed so nothing slips.

Standardise every engagement

Turn year-end accounts, VAT returns and bookkeeping into repeatable templates your whole team follows.

Capture every billable minute

Log time against the right client and job as you work, so write-offs stop eating your margins.

Bill the moment work is done

Convert time and fixed fees straight into invoices, and see what is billed, paid and outstanding.

Bookkeeping workflow checklist with reviewer (illustration)

Every accounts job, the same proven way

Build workflows for accounts preparation, VAT, payroll and bookkeeping with the exact steps your firm follows. Assign reviewers, set budgets, and track progress from start to sign-off.

Accountant checking an invoice, with the paid invoice card (photo and illustration)

From timesheets to paid invoices

Pull approved time straight onto an invoice, bill by hour or fixed fee, and keep estimates, credit notes and receipts in one ledger so the practice always knows where it stands.

Client record with directors, shareholders and services (illustration)

Every client detail in one place

Keep contacts, directors, shareholders, company history, documents and custom fields against each client, so the whole team works from a single, current record.

Managing partner overseeing the team, with the practice dashboard card (photo and illustration)

See the whole practice at a glance

Partners and managers get a live view across every client and engagement—what is due, what is in progress and what is billed—so the practice is managed from facts, not gut feel.

One platform for the whole practice

Workflows, clients, time, billing, AML and reporting in a single place. Explore the full feature set.

Workflows & templates

Standardise and automate every recurring engagement with reusable templates.

Client management

Contacts, directors, shareholders, company history and documents in one record.

Time tracking

Capture billable hours against clients, services and jobs with approvals.

Billing & invoicing

Turn time and fees into invoices, estimates and credit notes in seconds.

AML/KYC compliance

PEP and sanctions screening, risk assessments and full audit trails.

Leave management

Requests, approvals, balances and a shared team leave calendar.

How it works

Up and running in three simple steps

No long onboarding. Bring your practice into ZenWorkflow and start working the same day.

1

Import your data

Bring your clients, contacts and company data across from spreadsheets or your old system in minutes.

2

Build your workflows

Turn your services into reusable templates, assign your team, and let deadlines and recurring work run automatically.

3

Track time & get paid

Log billable hours against every job, convert them into invoices in one click, and see what's billed and outstanding.

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Accountants — frequently asked questions

Common questions from accounting firms evaluating ZenWorkflow.

Yes. It works for sole practitioners and growing firms alike—start with workflows and billing, and add AML/KYC when you need it.

Yes. Create workflows with due dates for accounts, VAT and payroll, and see every upcoming deadline across your client base in one view.

Yes. Import clients, contacts and company data from spreadsheets or your current system so you are up and running quickly.

Yes. Log billable time against jobs and convert it directly into invoices—no re-keying between systems.

Yes. Assign workflows to multiple team members with role-based access, add comments, and track who is doing what at every stage.

Yes. Bill by the hour, a fixed fee, or a mix of both, and raise estimates that convert into invoices when work is approved.

Yes. A live view shows every client and engagement, with deadlines, progress and billing in one place.

ZenWorkflow manages your practice—workflows, clients, time and billing—rather than replacing your ledgers, so it complements your accounts production tools.

Yes. Shared templates mean every job follows the same proven steps, whoever picks it up.

Run your accounting practice with confidence

See how accounting firms manage every engagement, deadline and invoice in one place.

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No credit card required. Free 14-day trial.