Zacello FAQ
Questions about Zacello
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.
Can a preparer review their own work?
No. Reviews go to the assigned reviewer, and anyone who contributed to the work is blocked from reviewing it, firm administrators included.
What happens when a client uploads a file?
It is saved as a version that cannot be edited, scanned for malware, and held until staff accept it, waive the request, or ask for a correction.
Which integrations are available?
Connections for Google and Microsoft mail and calendars, QuickBooks Online, and card payments are in development. Ask about timing during your demo.
Who is behind Zacello?
Zacello is built and operated by Syntonyl LLC.
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Read more →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.