Zacello · Use cases

Zacello use cases

Illustrative workflows showing where Zacello fits. Every team’s process differs, so a walkthrough is the best way to test yours.

Chasing documents for a 1040

The situation
A preparer emails a household for their W-2 and 1099s, gets three attachments with unclear names, and loses track of which request is still open.
How Zacello helps
The engagement sends an organizer and document checklist to the client's portal. Each upload is versioned and scanned, and staff accept the exact file that answers each request.
The result
The engagement shows what has arrived, what has been accepted, and what is still outstanding, without searching an inbox.

Review with the evidence attached

The situation
A reviewer cannot tell which source document supports a number and sends questions back by email.
How Zacello helps
The preparer resolves readiness findings and submits a snapshot that links confirmed values to source pages. The reviewer approves or returns it against that exact snapshot.
The result
Review decisions are recorded against what was actually reviewed, and the next person has the context they need.

Separating ops staff from tax data

The situation
The office manager handles billing and scheduling but should not see client returns.
How Zacello helps
Practice-operations seats manage billing and scheduling without access to tax cases.
The result
Administrative work continues without widening access to sensitive files.

Delivering results safely

The situation
Finished summaries are emailed as attachments that live forever in client inboxes.
How Zacello helps
After approval, staff release a client summary to the portal or send a share link that expires.
The result
Clients get what they need, and the firm controls what is released and when.

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.

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