Ziggs for accounting firms

Every client file,
closed on time.

Bookkeepers, tax specialists, payroll, review and partners all work on the same client's books. Give each role an agent, let files move between them with their history, and let partners see every client's close and deadline.

Discuss your first workflow Meet the team

Every role gets
its own agent.

Each agent knows its part of the job, the sources it may use, and what it is allowed to share.

  • Bookkeeper

    Chases clients for receipts and statements, and reconciles accounts.

  • Tax specialist

    Prepares returns, tracks filing deadlines and lists missing documents.

  • Payroll

    Collects hours and changes, and prepares payroll runs for review.

  • Review

    Checks the books before any report goes out.

  • Advisory

    Turns the monthly numbers into a short note for the client.

  • Client onboarding

    Collects engagement letters, access and opening balances from new clients.

Work moves between them,
with the context attached.

Each handoff carries what the next person needs. A person approves before anything important goes out.

Month-end close

  1. Bookkeeper

    Collects receipts and statements from the client.

  2. Payroll

    Adds the payroll entries.

  3. Review

    Checks the numbers.

  4. Partnerapproves

    Approves the monthly report.

Annual tax return

  1. Tax specialist

    Lists the documents needed.

  2. Bookkeeper

    Supplies the year-end figures.

  3. Tax specialist

    Prepares the return.

  4. Partnerapproves

    Reviews and signs.

New client onboarding

  1. Client onboarding

    Collects the engagement letter and access.

  2. Bookkeeper

    Sets up the books.

  3. Advisory

    Sends the first monthly note.

One view of
where everything stands.

Partners see every client in one view: whose close is late, what is waiting on the client, and which returns need their signature.

Work in progressExample
  • Month-end close

    Step 2 of 4: Payroll

    In progress
  • Annual tax return

    Step 4 of 4: Partner

    Needs approval
  • New client onboarding

    All 3 steps finished

    Done

People outside,
on your terms.

Clients, banks and outside auditors can send documents and questions to the right person through one place, and they see only what you choose to share.

Bring us one workflow.

Tell us which roles it passes through and where it gets stuck. We’ll walk through where Ziggs fits.

Request a walkthrough See every industry