Zacello pilot program
Zacello is in a pilot with a small group of tax practices. Pilot firms get the full workspace, help setting it up, and a direct line to the team building it. A public demo with sample records is available at zacello.com.
Book a demo
We walk your team through the workspace using sample engagements.
Set up your firm
Staff accounts, roles, and client portal invitations are configured with our help.
Run your first engagements
Start with a handful of returns while we are on hand for questions.
Shape what comes next
Tell us what is working and what is not. Pilot feedback directly shapes the roadmap.
A good fit if
- Your practice prepares individual returns (Form 1040).
- You have at least one preparer and one reviewer.
- You want clients using a portal instead of email attachments.
- You are happy to tell us what is working and what is not.
Probably not the right fit if
- You need software that calculates and e-files returns. Keep your tax software for that.
- You are a solo preparer with no separate reviewer.
Common questions
Does Zacello replace our tax software?
No. Keep using your tax software to prepare and e-file returns. Zacello handles the work around the return, from intake and documents to assignments, review, and client delivery.
Does Zacello calculate tax?
Only a limited projection today, covering 2025 federal ordinary income for Single and Married Filing Jointly cases from W-2 wages and 1099-INT interest. It does not calculate credits, other taxes, refunds, or balances due, and it does not file returns.
What do clients see?
Only what the firm grants them, which covers their own requests, organizers, messages, signing requests, and the files or summaries the firm releases. Internal notes, tasks, and review comments never appear in the portal.
Want to see Zacello on your own work?
Tell us what you would bring to Zacello. We’ll arrange a walkthrough and talk through fit, access, and onboarding.