One platform. Every money job handled.

Stop stitching together apps, spreadsheets and advisors. Zentavos gives you the app in your pocket, a CRM that runs your customers, a full CFO team, tax preparation and business formation, all at the push of a button.

All

CRM

Mobile

CFO

Tax

Formation

CPA Firms

The Zentavos CRM customer record for Harbor Coffee Roasters with a pipeline board of monthly bookkeeping projects.

CRM

NEW

Get every customer, project, invoice, form and file onto one record. It’s the same platform the Zentavos team runs on every day, with Zi built in and the Mobile App included.

Customers, pipelines & tasks
Portal, email, text & WhatsApp messaging
Invoices, estimates & online payments
Forms, e-signature & File Cabinet
QuickBooks, Gusto, Gmail & Microsoft 365
Mobile App included

Starting From:

Monthly · per user

Get Organized

CRM Starter $19 · Growth $39 · Pro $69 per user / month · Accounting $250 / month + $69 per user.

CRM

NEW

From $19.00 / user / mo

Small business owner using a phone to capture a receipt at a café table.

Mobile App

See your cash flow as it happens, not weeks later. Your digital wallet, bookkeeping, receipts and trips live on your phone. It’s included with every CRM and CFO plan, or available on its own from Free to Tycoon.

Digital wallet & receipt capture
Real-time cash-flow insights
Business and personal profiles
Link your financial institutions

Starting From:

Monthly

Get the App

Included with CRM and CFO. On its own: Free up to $49.99 / month.

Mobile App

From $9.99 / mo

CFO Subscription

Get a full CFO team for less than the cost of one hire. Daily bookkeeping, your annual business, personal and franchise tax returns, a monthly CFO report and the Mobile App, all for one flat monthly fee.

Daily bookkeeping
Annual tax returns included
Monthly CFO report
KPI analysis & loan documents
Mobile App included

Starting From:

Monthly

Get My CFO Team

CFO Basic $550 · Elite $750 · Platinum $1,250 per month.

CFO Subscription

From $550.00 / mo

Small business owner and tax professional reviewing documents together.

Tax Prep

Know the price before we start. Every return has a flat, one-time fee, so there’s no hourly billing and no surprise invoice. Personal, business, state, sales and franchise tax, prepared for you.

Personal returns from $199
Business returns from $149
State & sales tax from $249
Texas franchise filings

Starting From:

One-Time Fee

See Return Pricing

One-time fee per return filed.

Tax Prep

From $149.00 one-time

Two business owners smiling as they open the door to a Texas storefront.

Business Formation

Make your Texas business official without the paperwork headache. Choose an LLC or Corporation, and we handle it from start to finish for one flat fee with no monthly charges.

Texas LLC: $1,250
Texas Corporation: $1,250
Filed with the Texas Secretary of State

Flat Fee:

One-Time Fee

Form My Business

Flat fee. State filing fees included.

Business Formation

$1,250.00 one-time

An accounting firm advisor reviewing numbers with a client at a desk.

Accounting & CPA Firms

NEW

Put your firm’s name on a complete platform. Your team gets an Admin Portal, your clients get a Customer Portal, and you resell every Zentavos service at your own prices.

Your brand, logo & portal subdomain
Admin Portal with roles & permissions
Customer Portal for your clients
Resell CFO, CRM, Tax, Bookkeeping & Formation
Free app invites + 10% referral credit
Zi included for every user

Starting From:

Monthly

Brand It as Yours

$250/mo + $25/user/mo + 10% of invoices your clients pay through Zentavos.

Accounting & CPA Firms

NEW

From $250.00 / mo

How It Works

Up and running in four simple steps

CRM

Your customers, finally in one place

Stop juggling spreadsheets, inboxes and separate billing tools. Zentavos CRM keeps every customer, conversation, project, invoice, form and file on one record, and your customers get a portal to message you, pay and share documents. Every level includes the Mobile App, so you can run it all from your phone. Start with the level that fits your team and add automation as you grow.

Pick Your Level
CRM Starter, Growth or Pro, priced per user, monthly or annually. Or choose CRM Accounting with Zentavos Accounting & Tax for your own books.
Bring In Your Customers
Import a CSV or add them one at a time, then invite them to their portal.
Connect Your Tools
QuickBooks, Gusto, Gmail, Microsoft 365 and Meta connect in a few clicks.
Run It All in One Place
Pipelines, messages, invoices, forms and files, with Zi pitching in.

Compare CRM Plans

Starting From $19.00 · Monthly · Per User

Mobile App

Stop chasing paperwork

Run your business wherever work takes you. Capture receipts, track trips, connect your accounts and keep an eye on cash flow from your phone. With business and personal profiles in one place, you spend less time chasing paperwork and more time moving forward.

Download & Sign In
It’s included with your CRM or CFO plan. Or start free and pick Personal, Founder, Entrepreneur or Tycoon.
Connect Your Accounts
Link your banks and cards and set up business and personal profiles.
Snap Receipts, Track Trips
Photos are filed for you and miles are logged as you drive.
Watch Your Cash Flow
See if you’re making money or burning it, and ask Zi anything.

Start Free in the App

Starting From $9.99 · Monthly

CFO Subscription

Know where you stand every month

Get dependable financial support without building a finance department. Daily bookkeeping, monthly CFO reporting and included annual tax returns show you where your business stands and what to plan next. Every level includes the Mobile App, and you can change levels as you grow.

Pick Your Level
CFO Basic, Elite or Platinum. Change any time your business grows.
We Keep the Books Daily
Connect your accounts, and your team categorizes and reconciles every day.
Get Your Monthly CFO Report
KPIs, cash flow and a plan for what comes next, reviewed with you.
Taxes Included
Your annual business, personal and franchise returns are part of the fee.

Compare CFO Plans

Starting From $550.00 · Monthly

Tax Prep

Hand off your taxes and get back to work

Don’t let tax work take over your week. Zentavos prepares personal, business, state, sales and Texas franchise filings with clear, one-time pricing per return, so you can stay focused on your customers.

Choose Your Returns
Personal, business, state, sales or Texas franchise, priced per return.
Upload Your Documents
Send W-2s, 1099s, statements and receipts securely from the app.
We Prepare and Review
A tax professional prepares every return and walks you through it.
File with Confidence
We file on time, and your copies land in your File Cabinet.

Start My Return

Starting From $149.00 · One-Time Fee

Business Formation

From idea to open doors

Ready to make your Texas business official? Pick an LLC or corporation, and Zentavos handles the filing with the Texas Secretary of State. One flat fee covers state filing fees too, so you know your starting cost up front.

Choose LLC or Corporation
We help you pick the structure that fits your plans.
Tell Us About Your Business
Name, owners and address, all in one short questionnaire.
We File with the State
We file your formation with the Texas Secretary of State for you.
Open Your Doors
One flat fee with state filing fees included, and no monthly charges.

Form My Business

$1,250.00 · One-Time Fee

Accounting & CPA Firms

Your firm, your brand, our platform

Give your firm the platform the Zentavos team runs on, with your name on it. Your team works in a full Admin Portal with roles, permissions and assignments. Your clients get a Customer Portal and the free mobile app in your brand. You resell CFO, CRM, Tax, Bookkeeping and Formation services at your own prices.

Start Your Firm
Check out online and pick how many users you need. There’s no setup fee.
Make It Yours
Add your firm name, logo, brand colors and portal subdomain.
Invite Your Team
Give every team member a role, groups and assigned clients.
Bring In Your Clients
Invite them to your branded portal and the free app, then resell Zentavos services under your name.

See Firm Pricing

Starting From $250.00 · Monthly

Your CFO at the touch of a button.

Keep more of your money™. Have a question first? Our team is ready to help.

Talk to Our Team