Zacello for tax practices
How Zacello organizes a tax practice's season, from organizers and document requests to source-linked preparation, independent review, and controlled release.
Tax season exposes every weak handoff in a practice. Organizers go out by email, clients reply with attachments named scan001.pdf, someone forwards them to a shared drive, and the preparer has to work out which request each file answers. When the reviewer opens the return, the evidence for a number is three folders away, and review notes travel back on sticky notes or in chat.
Zacello was built for exactly this sequence. It gives every engagement one record, with the client, tax year, return type, preparer, reviewer, requests, documents, tasks, and review history together, so the practice can see at a glance what is waiting on clients, what is ready to prepare, and what is in review.
Things to keep in mind
- Keep your tax software for preparation and e-filing. Zacello handles the work around the return.
- The pilot is designed for practices that prepare individual returns and have at least one preparer and one reviewer.
- Mail, calendar, QuickBooks Online, and card payment connections are in development, so confirm timing during the demo.
- Your written information security plan should describe how Zacello fits into your safeguards.
How it works
Open the engagement
The administrator sets the client, tax year, return type, preparer, and reviewer, so ownership is clear from the first day.
Request through the portal
Clients receive an organizer and a document checklist in their portal and upload directly against each request.
Accept the exact version
Each upload is versioned and malware-scanned. Staff accept the version that answers the request, waive it, or ask for a correction.
Prepare with sources linked
Values are captured against the source page, readiness checks run, and a snapshot is submitted for review.
Review independently and release
The assigned reviewer approves or returns the snapshot. After approval, a separate release step sends the client summary to the portal.
Frequently asked questions
Can clients still email us documents?
They can, but the benefit comes from uploads against requests in the portal, where each version is tracked, scanned, and accepted.
How do we join the pilot?
Book a demo at zacello.com or contact Syntonyl. Pilot firms get setup help and a direct line to the team.
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