Protect and prepare
We protect the first tax season, map each workflow, connect the firm's data and pilot AI on intake and bookkeeping.
AI at the core
AI does the production work. Your people do the judgement.
Zaref's AI platform is configured for accounting work and rolled out inside each partner firm, workflow by workflow. It frees capacity, and it gets smarter with every partner.
Where AI does the work, and where people do
AI handles. Your team leads.
Workflow AI AI handles Team Your team leads
Tax preparation Gathers source documents, extracts the data and drafts the return, flagging exceptions Reviews the exceptions, makes the judgement calls and signs
Bookkeeping and monthly close Categorizes transactions, reconciles accounts and drafts the close package Resolves exceptions and explains the numbers to the client
Review and quality control First-pass review against prior years, checklists and anomaly tests Final review and sign-off, to the standards the partner sets
Client onboarding and document intake Collects, sorts and tracks documents, and chases missing items automatically Sets the relationship and the scope; handles complex requests
Billing and collections Drafts invoices from engagement terms, sends reminders and tracks realization Sets pricing and resolves billing questions with the client
Advisory preparation Builds benchmarks, cash-flow and tax-planning drafts from client data Leads the client conversation and the recommendations
Staff shift from production to review, advisory and client work. Every partner firm keeps its own team and its own client relationships.
How we roll it out
Hands-on, measured, and built around your clients
AI takes on production
Tax preparation, monthly close and first-pass review move to AI. Hours saved are measured workflow by workflow.
Capacity goes to growth
Freed capacity goes to new clients and new services, and the playbook is ready for the next partner.
What it means for people
Your staff
Less data entry and rework; more time on review, advisory and the client work that builds careers.
Your clients
The same team they trust, faster turnaround, and more proactive advice.
Your standards
People make the judgement calls and sign off. AI drafts, checks and flags; it doesn't decide.
See it in your firm
Start a conversation Curious what AI could take off your team's plate?
We'll walk through your workflows and show you where the platform fits.