Zeyora helps accounting firms manage client records, proposals, KYC, document collection, engagement tasks, timesheets, invoices and reporting.
Accounting firms handle repeated client requests, deadlines, documents, approvals and billing. Zeyora connects client management with the operational workflows needed to deliver recurring professional services.
Store client details, contacts, notes, services and follow-up history.
Prepare engagement proposals and reuse approved templates.
Collect client files through portal and document workflows.
Manage due diligence details, evidence and approval status.
Track engagement work, employee time and project profitability.
Connect invoices, receivables and service reporting.
If this is the workflow you are fixing, these Zeyora areas are usually part of the same conversation.
Yes. This page focuses on accounting, bookkeeping and advisory workflows, while the audit firms page goes deeper into engagement and audit-specific operations.
Yes. Client Portal and Documents can help teams request and organize client files.
Yes. Projects, tasks and timesheets can support utilization and profitability reporting.