A Complete Suite of Solutions
ZenTax Desktop
Once a client completes their return, they are automatically sent a link with their unique Refferal Afilliate link. Moving forward, once a lead enters your system from an Automated-Referrals Affiliate link, that Refferer will begin receiving updates via text, regarding the status of their pending Automated-Referrals! Eliminate the hassel of tracking down return statuses, and following up on payouts for your Referrers!
Experience
ZenTax was founded in 2008 with over 50 combined years of experience in the tax industry
Unmatched Support
Top-tier virtual support allows you to receive direct assistance whenever needed
Import Client Data
Send a mobile link to clients and import their documents and relevant information directly into the software. No more double data entry. Save time and eliminate errors. Client documents are stored in an archive in the software, for quick review and retrieval.
Bank Product Efficiency
No one wants to wait forever on responses regarding bank products. We have excellent relations with all of the major processing banks in the industry. Up to the minute communication with bank servers ensures that disbursement information arrives expeditiously.
Customizable Reporting
Select from a long list of search criteria and data fields, to construct customized reports, that will allow you a unique insight into the performance of your tax operations. Extract client information from your database to assist with mass communication and announcements.
Remote Services
E-signature services built-in to the software allows you to send return information to the client remotely for them to sign documents. Send client data directly from the software, over to the CRM to complete automated-referrals and advance payouts.
Benefits of ZenTax Desktop
There’s a reason why we have a 94% retention ratio with our clients. We provide full support that is unmatched throughout the industry.
Dedicated Virtual Support
Having technical difficulties? Join our Zoom link, for any technical or tax-related inquiries you may experience throughout the tax season
Multi-Lingual Support Multi-Lingual Support
We have agents standing by ready to assist in Spanish for our multi-lingual clients. Complete returns in Spanish as well.
Pre-Season Software Training
Need a refresher? We provide training on a weekly basis leading up to the season. Stay up to speed on the latest changes and updates
Integrated CRM
Seamlessly send your clients mass text messages and manage incoming leads, with the ability to assign them to various offices in your organization. Submitted client documents are archived in the CRM for retrieval later on when needed.
Financial Products
Remain competitive with the biggest companies in the tax industry by offering Loyalty Advances during the holidays, as well as pre and post ACK bank products. Build your clientele by establishing a Automated-Referrals program
Industry Leading Rebates
Here at ZenTax , we believe that our pricing and fees should be competitive with the market. Consult with our sales professionals to determine the best fees and rebates available for you and your sub-offices
See Your Entire Book of Business
If managing a single office is challenging, overseeing multiple offices can become nearly impossible without the right tools! Eliminate the guesswork from office management, by utilizing a unified portal that automatically updates for all the offices under your umbrella
Spend less time searching for answers. Now all of the information you need to know, greets you as soon as you log into the software.
CRM Integrated Features
ZenTax was built on the idea: Run your entire tax business from your laptop with ease and efficiency, while increasing your volume every year. Based on the day to day needs of running a tax office, the ZenTax team was able to build this application. As most innovation’s occur, our CRM was built to answer a void in the industry.
Remote Signatures
Facilitate the remote signing of essential documents effortlessly, from within every tax return.
Document Archive
Effortlessly retrieve all taxpayer documents digitally. Access documents online from anywhere.
Free Unlimited Filing
Experience the freedom of preparing and filing an unlimited number of tax returns with no restrictions.
Cloud Based
ZenTax Online lets you prepare and e-file individual tax returns online seamlessly, thanks to its user-friendly interface and intuitive menus.
Depreciation Module
ZenTax Online Depreciation Module easily streamlines asset entry, method selection, and expense transfer on returns.
Top-Tier Support
Exceptional virtual support, featuring integrated screen sharing for an enhanced techinical assistance experience, in both English & Spanish
Let’s Build Something Great Together
Reach out today and take the first step toward your next big success.