Zacello features
Zacello puts tax-season requests, documents, assignments, and reviewer sign-off on one record per engagement, alongside the tax software you already use.
Engagements with clear ownership
Client, tax year, return type, preparer, and reviewer are set when the engagement opens, so everyone knows whose work it is.
Client portal requests
Clients get an organizer and a checklist of documents to upload, plus secure messages, in their own portal instead of email attachments.
Versioned, scanned uploads
Every upload is saved as a version that cannot be edited, checked for malware before staff can open it, and accepted, waived, or returned for correction.
Source-linked preparation
Supported workpapers capture values against the source document and page. Readiness checks run before work goes to review.
Independent review snapshots
The preparer submits a snapshot of the workpaper and evidence. The assigned reviewer approves it or returns it with notes. Contributors cannot review their own work.
Separate release step
Internal notes and client summaries stay apart. Results reach the portal only after approval and an explicit release, or through a share link that expires.
Engagement letters
Fee letters go out for signature from the engagement, with signing order, instead of PDFs chased by email.
Workflow templates
Build processes from tasks, document requests, conditions, notifications, and approval steps. Preview, publish, and keep each run on the version it started with.
Time, billing drafts, and reports
Time tracking, a practice overview, and custom reports. Invoice drafts need approval before anything is charged.
Works with: Your existing tax software · Client portal · E-signature for engagement letters
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.