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.