Zacello security & access
Tax data needs strict access. In Zacello, access is checked on every request against the person's current role and assignments, and clients only ever see what has been granted to them.
Two-factor sign-in for everyone
Every account, staff and client, enrolls an authenticator app before getting in.
Firm data kept apart in the database
Row-level security separates each firm's records, not just the screens.
An audit trail that cannot be edited
Audit records cannot be changed or deleted by the application.
A second check for sensitive changes
Changing team access, granting client access, and releasing results all ask the user to sign in again.
Role-based visibility
Preparers and reviewers see assigned engagements. Internal notes, tasks, and review comments are never shown in the client portal.
Malware scanning before access
Every uploaded version is scanned before anyone at the firm can open it.
This describes how Zacello is built; it is not a third-party certification. Tax professionals should also maintain a written information security plan. See our WISP checklist.
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.