Zaquil reads the client's emails, forms and emailed files, works out the full job (services, jurisdictions, tax years) and proposes a document checklist tailored to that client. One click sends it to their secure portal; documents they email instead are captured and filed with a click. When the return is ready you share it in the portal, the client approves and e-signs it with a typed signature, and you get a certificate with the document fingerprint, time and IP — ready to file.
Rename, add or remove stages in seconds.
Email, live chat, SMS, WhatsApp and calls from every brand you run, in one queue with one history per client.
Clients upload documents, answer forms, sign agreements and book calls under your name and colours.
Trigger on stage changes, signatures, deadlines, missed calls and work-queue events. Create tasks, notify people, move stages.
Phone numbers, calls and texts inside the workspace, with scripts, outcomes and per-line reporting.
Replies and summaries drafted from your own knowledge base — always reviewed by a person. Off by default for regulated industries.
Response times, workload, revenue and aging on one screen. REST API, webhooks and CSV import/export.
Pick “Accounting & tax” at signup and your pipeline, forms, work queue, templates and automations are already there. 14 days free. No card.
Zaquil for call centers & BPOs →
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Zaquil for agencies & consultants →
Zaquil for real estate agencies →
Zaquil for multi-brand groups →