Zacello is the client portal and practice workspace we built for tax firms. It puts requests, documents, assignments, and reviewer sign-off on one record for each engagement, and it runs alongside the tax software a firm already uses. We are now working with a small group of pilot practices.
What Zacello does
Every engagement starts with clear ownership, meaning the client, tax year, return type, preparer, and reviewer are set up front. Clients receive organizers and document checklists in their own portal. Each upload is saved as its own version, scanned for malware, and held until staff accept that exact version, waive the request, or ask for a correction.
During preparation, values are captured against the source page and readiness checks run before work is submitted. Review happens on a snapshot, and anyone who contributed to the work is blocked from approving it, administrators included. Results reach the client only after approval and a separate release step.
Who the pilot fits
The pilot is a good fit if your practice:
- Prepares individual returns.
- Has at least one preparer and one reviewer.
- Wants clients using a portal instead of email attachments.
- Is willing to tell us what is working and what is not.
What pilot firms get
Pilot firms get the full workspace, help setting up staff accounts, roles, and client invitations, and a direct line to the team building the product. We are on hand during the first engagements.
What Zacello is not
Zacello does not replace your tax software and does not file returns. Today it includes only a limited federal income projection for simple cases. Connections for Google and Microsoft mail and calendars, QuickBooks Online, and card payments are in development.
Getting started
Book a demo at zacello.com to walk through the workspace with sample records, or contact us to talk about the pilot.
Written by Syntonyl team. This article is general information, not legal, tax, or financial advice.