Zacello

A clearer way to work

Tax work,
organized from
intake to review.

One considered workspace for your team, your clients, and all the details in between.

Book a demo Explore the workflow

Built for tax practices. A synthetic-data development preview.

From first request
to final review

  1. Collect

    A thoughtful
    starting point.

    Intake, requests, and secure uploads.

  2. Prepare

    Every detail
    in its place.

    Assignments, tasks, and conversations.

  3. Review

    A clear path
    to signoff.

    Independent internal review.

Connected work. Clear accountability.

Less chasing.
More clarity.

One place for client intake

Purposeful team handoffs

Visibility at every step

Inside the workspace

See the work.
Follow it through.

Start with an engagement. Collect the evidence, give each task an owner, and keep preparation and review connected.

ZACELLO / workspaceInteractive tour · Sample data

Firm workspace

Your practice,
in one place.

Explore the steps your team works through.

Your work, connected / Overview

A clear view of the day.

Firm administrator
Active engagements4
Open requests3
Review queue1

Engagement status

  • Collecting documents1
  • In preparation1
  • Ready for review1
  • Draft1

My day

  • Review a submitted documentMaple demo client · Preparation
  • Resolve a readiness findingHarbor demo client · Preparation
  • Review the submitted snapshotBirch demo client · Internal review

Outstanding requests, assigned tasks, review queues, and manually entered deadlines help your team decide what needs attention next.

Engagements / Maple demo client / 2025

Give the work a home.

Collecting documents
Return category1040
Assigned preparerPreparer A
Assigned reviewerReviewer B

Intake checklist

  • Client intake answersAccepted
  • Requested wage statementSubmitted
  • Requested interest statementOpen

Organizers and document requests stay attached to the engagement.

Tasks & ownership

  • Check the intake responsesPreparer A · Completed
  • Review the submitted sourcePreparer A · Open
  • Complete independent reviewReviewer B · Open

Each engagement brings together a client, tax year, assigned staff, intake, requests, tasks, and an internal review history.

Files / Maple demo client / Requested documents

From upload to accepted evidence.

Private file versions
Client uploadQuarantine & scanStaff decision
Sample document requests
DocumentVersionScanRequest
Example wage statementv2CleanSatisfied
Example interest statementv1PendingSubmitted
Example supporting documentv1CleanChanges requested

Acceptance follows the exact version.

A clean scan allows an authorized download. Staff review then records acceptance, a waiver, or requested corrections against the document request.

Earlier versions remain available to authorized staff. The accepted version provides a clear source for the preparation work that follows.

Preparation & calculations / Example case

Keep every decision connected.

Source-backed workpapers

Source statements

  • Example wage statementVersion 2 · Page 1Manual values confirmed
  • Example interest statementVersion 1 · Page 1Needs staff confirmation

Preparation & review path

  1. 01
    Confirm source valuesCapture values against an exact page.
  2. 02
    Check readinessResolve findings before review.
  3. 03
    Save a workpaper snapshotPreserve the evidence being reviewed.
  4. 04
    Record independent reviewApprove or request corrections.

Calculation scope: limited 2025 federal projections for supported synthetic cases. Complete returns, total tax, refund, balance due, and filing are not supported.

Review is tied to the saved evidence. Staff handoff artifacts and client summaries are separate, and a client summary needs an explicit release.

Workflows / Example engagement workflow

Repeat the process. Keep control.

Published version 1
Draft templatePreviewPublish versionStart a run

Example workflow run

  1. Create a preparation taskAssigned to the engagement preparer
    Completed
  2. Request source documentsWait for the request to be satisfied
    Waiting
  3. Operational approvalFirm administrator decision
    Pending
  4. Prepare an invoice draftSeparate preview and approval
    Pending

Built-in checkpoints

Your team stays
in the loop.

Runs track each step and wait for required work or approval. Authorized staff can pause, resume, or cancel a run.

What does approval cover?

An operational approval covers its named step. Tax preparation review, signing permissions, and payment decisions stay separate. An invoice draft does not charge a client.

Build templates with tasks, document requests, conditions, staff notifications, and reviewed organizer, agreement, and invoice actions. Published versions preserve the process a run started with.

Illustrative views based on the current application. All data shown is fictional.

Built around the work

A shared rhythm.
A calmer tax season.

Keep the context together, from the first missing document to the last review comment.

01 /

Give clients a
clear next step.

A focused portal brings intake questions, document requests, and messages into one place.

02 /

Keep your team
in context.

See assignments, outstanding items, and manually entered deadlines alongside the engagement.

03 /

Make review
deliberate.

Capture the evidence reviewed, request corrections, and record an independent internal decision.

Make space for better work

Bring the process
together.

Book a demo