Stop managingclients inspreadsheets.
One professional workspace to organize every client, every document, every conversion. Built for accountants who manage multiple books.
See how Client Management can simplify your practice. Book a free 30-minute demo.
Trusted by CPAs and accountants at leading firms
The Challenge
Managing multiple clients is inherently chaotic
Every client has different banks, different statement formats, different file naming conventions. Without proper organization, things quickly get out of control.
Scattered documents
Bank statements in email, receipts in Dropbox, files on your desktop - no central source of truth.
Time-consuming searches
“Where was that Q3 statement for Johnson & Co?” Minutes lost digging through folder hierarchies.
Audit anxiety
If a client gets audited, can you produce every statement from the last three years in under an hour?
Scenario:
Desktop/Clients/Johnson/2024/
Desktop folders, email attachments, cloud drives - no single source of truth
Scenario:
Search: "TD Bank October"
Multiple versions across clients with similar naming conventions
Scenario:
Client calls asking about Q3...
Put clients on hold while digging through folder hierarchies
The cost of disorganization
15+
Different folders per client
5-10 min
Finding the right file
2-3x
Checking same places
Unknown
Stress during audits
Accountants shouldn't spend their expertise searching through folders. That's why client management needs to be automatic - not an afterthought.
The solution? A workspace that organizes every client automatically - so you never lose a file again.
The Solution
One workspace. Every client.
Every document you process is automatically organized by client. Search across all clients instantly. Find anything in seconds, not minutes.
No more folder chaos
Create a client once, and every conversion you process for them is automatically filed. No manual organization. No remembering where you put things. Just upload, convert, and it's there when you need it.
“When a client calls, I find their history in 10 seconds. That confidence changes everything about how I work.”
Built for how accountants work
We talked to dozens of accountants and bookkeepers about their workflows. Client management isn't a feature we added - it's built into the foundation of how Zera Books works.
Client Management
Built-in from day one
No per-client fees ever
Every conversion auto-filed
Across all clients at once
Full audit trail per client
Works seamlessly with the AI conversion engine - convert and organize in one workflow.
Zero setup required
Create clients in seconds. Start organizing immediately. No complicated folder structures to configure.
Scales with your practice
Whether you have 5 clients or 50, the system stays organized. Add new clients without restructuring anything.
Audit-ready by default
Every conversion is timestamped and linked to a client. Export complete histories when you need them.
Customer Story
How Manning Elliott manages all their clients in one workspace
“I've been doing accounting for 12 years, and manual bank statement processing has always been the worst part of the job. It's tedious, it's time-consuming, and one small mistake can throw everything off. When I found Zera Books, I was honestly skeptical—I've tried other tools that promised automation and they were either too expensive or didn't actually work. But this one just works. It handles whatever format you throw at it, the AI is surprisingly accurate, and it's actually affordable. The time I save goes straight into growing my firm's capacity and actually helping my clients with strategy instead of just data entry. Honestly, if you're a bookkeeper or accountant still doing this manually, you're leaving money on the table.”
Ashish Josan
Manager, CPA, Manning Elliott
Every
Client organized
8-10 hrs
Saved weekly
100%
Visibility
Key results:
Features
Everything you need to manage client work professionally
Built-in features that transform how you organize and access client documents
Add clients instantly - no limits
+ Add unlimited more
Comparison
Why accountants choose Zera Books over manual organization
Compare how Zera Books stacks up against traditional file management methods
Ready to organize your client work?
Join accountants and bookkeepers who've simplified their practice. No credit card required.
Trusted by CPAs and bookkeepers across Canada