Smart CRM for Tax & Accounting Firms

Secure. Compliant. Efficient

Automates workflows, protects taxpayer data, ensures regulatory compliance, and scales across the U.S. accounting ecosystem.

Solution

Zyvantech CRM is a secure, cloud-based platform built specifically for accounting and tax firms. It automates client workflows, ensures regulatory compliance, and protects sensitive taxpayer data.​

Automated Task Management​

Assign, track, and complete tax tasks with built-in alerts and checklists.

Secure Document Upload​

Clients upload tax documents from any device. All data is encrypted (AES-256).

Real-Time Time Tracking​​

Measure work per task/day for billing, productivity, and audit readiness.

Client & Contact Management

Centralized, organized client data with permissions and role control.

AI-Powered Compliance Alerts​

Identify high-risk clients using predictive models based on past behavior.

Full Audit Trail​​

Every user action is recorded with timestamp, client, and module.

Benefits for Accounting Firms

Boost operational efficiency by automating repetitive workflows.​

Ensure regulatory compliance with IRS and federal standards.​

Enhance data security with encryption, MFA, and access controls.​​

Improve client satisfaction with faster service and clearer communication.

Reduce human errors and costly delays through real-time alerts.

Scale easily with cloud-native SaaS architecture.​​

Platform Overview: How Zyvantech CRM Works in Practice

Zyvantech CRM is not a prototype — it is a fully operational system currently in use by accounting firms in the U.S. The following images showcase core modules that streamline accounting workflows, enhance compliance, and secure sensitive taxpayer data.

🎥 Watch the Demo

Experience how Zyvantech CRM works in real time. This video walkthrough demonstrates key modules of the platform — including task management, document handling, event scheduling, and audit tracking — all designed to enhance compliance, boost efficiency, and protect sensitive taxpayer data.

Centralized Dashboard

The home dashboard provides quick access to all CRM modules including clients, tasks, documents, and time tracking. It allows accounting staff to manage operations efficiently from a single screen.

Task Management with Full Traceability

Every task is assigned, tracked, and monitored with due dates, assigned staff, and status history. This ensures accountability, reduces errors, and improves team coordination.

Secure Document Upload & Classification

Documents are uploaded by staff or clients and classified by task, client, and status. Files are stored with AES-256 encryption, ensuring compliance and traceability.

Real-Time Task-Based Time Tracking

Staff track their time with one click. Timelogs are automatically recorded with task association, timestamps, and total duration — critical for billing and audits.

Permissions & User Role Management

Control who accesses what. Roles are assigned (e.g., Admin, Accountant), and module access is configured to ensure data privacy and internal accountability.

Calendar-Based Event Management

Schedule client meetings, document deadlines, or tax submissions. The calendar view offers weekly and monthly planning to optimize workflow.

Intelligent Reports & Compliance Audits

Generate real-time reports for task completion, billing, client history, and audit trails. Export to Excel or PDF to share with clients or auditors.