FOR ACCOUNTING & TAX Industry starter pack

From the first email to the signed return — the whole job in one place.

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.

Your pipeline, out of the box

Enquiry→Onboarding→Collecting docs→Preparation→Review→Filed

Rename, add or remove stages in seconds.

Ready on day one

🧠Job brief → reads every email, questionnaire answer and emailed file, then proposes the exact documents to request
📎Documents emailed as attachments are captured and filed against the checklist in one click
🔒Secure portal → clients upload documents, answer the organiser and pick up their finished returns
✍️Return e-signed in the portal → signature certificate (fingerprint, time, IP) and an “e-file it” task for the preparer
⏰Deadline 7 days away → nudge the client and the preparer
Included on every plan

Everything else accounting & tax practices get

📥 One inbox, five channels

Email, live chat, SMS, WhatsApp and calls from every brand you run, in one queue with one history per client.

🔐 Branded client portal

Clients upload documents, answer forms, sign agreements and book calls under your name and colours.

⚡ Automations

Trigger on stage changes, signatures, deadlines, missed calls and work-queue events. Create tasks, notify people, move stages.

📞 Zaquil Voice & Messaging

Phone numbers, calls and texts inside the workspace, with scripts, outcomes and per-line reporting.

✨ AI that drafts, humans who send

Replies and summaries drafted from your own knowledge base — always reviewed by a person. Off by default for regulated industries.

📊 Reports & open API

Response times, workload, revenue and aging on one screen. REST API, webhooks and CSV import/export.

Live in a day, not a quarter.

Pick “Accounting & tax” at signup and your pipeline, forms, work queue, templates and automations are already there. 14 days free. No card.

Other industries

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