ZenFirm

ZenFirm is the secure portal between you and your accounting firm — everything about your file, in one app.

STAY ON TOP OF YOUR FILE

• Messages: write to your bookkeeper and get answers fast, with every request tracked until it's resolved.
• Documents: send bank statements, receipts, and government letters in seconds — snap a photo and it lands directly in your file, already organized.
• Bills: see your invoices, pay by card, and keep receipts in one place.
• To-dos: questionnaires and approvals your firm needs from you, laid out step by step.
• Appointments: book a call with your accountant on their real availability, reminders included.

BUILT FOR CLARITY

• One timeline of what's done, what's in progress, and what your firm is waiting on from you.
• Your firm's own branding — this is your accountant's office, in your pocket.
• Available in English and French.

SECURE BY DESIGN

• Your data is encrypted in transit and hosted in Canada.
• Payments processed by Stripe — your card number is never stored by ZenFirm.
• No ads, no data selling, no cross-app tracking.

ZenFirm is used by accounting firms to serve their clients. To sign in, you need an invitation from a firm that uses ZenFirm.