Smart Technology for U.S. Tax Compliance

Secure CRM for Smarter Tax Compliance​

A specialized CRM platform designed to help accounting firms reduce errors, streamline tax workflows, and support national compliance goals through automation, security, and predictive AI.

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What Our CRM Platform Can Do for Your Firm?​

Explore the key features designed to boost tax compliance, protect sensitive data, and streamline your accounting operations.​

Client Management

Securely store and manage client profiles, tax forms, and all interactions in one centralized place.

Document Upload

Clients can upload W-2s, 1099s, and receipts from any device—no more manual paperwork.

Task & Deadline Tracking

Assign tasks, set deadlines, and receive automatic alerts for overdue tax forms or missing documents.

Secure Messaging

Communicate with your clients through a secure, encrypted channel that ensures confidentiality and real-time collaboration.

Audit Trail

Track every user action in the system with full traceability and compliance oversight.

AI-Powered Compliance Alerts​​​

Use artificial intelligence to predict which clients are at risk of non-compliance before tax season hits.

Real-World Impact & Use Cases​

See how our CRM platform is transforming accounting firms through automation, traceability, and smarter tax compliance.

Screenshots from our production-ready CRM system currently used by U.S. accounting firms.
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Already in Use by U.S. Accounting Professionals​

Our platform is currently implemented at A&E Accounting in Georgia, where it has reduced task execution time by 40%, minimized manual errors by 80%, and improved client satisfaction by 30%.

“Since we implemented the CRM, everything became faster and more accurate.”​

Since we implemented the Zyvantech CRM, we’ve reduced task execution time by 40% and eliminated over 80% of manual errors. It has made our operations more organized, secure, and efficient—especially during tax season.

María Mijangos

Vice President, A&E Accounting.​

Meet Our Founder​​

Zyvantech Solutions is led by a senior software engineer with extensive experience in enterprise systems, tax compliance platforms, and secure digital solutions for the U.S. and Latin American markets.

Carlos Mejia Bendezu

Founder & Lead Software Architect