Client master, Kanban projects, time tracking, DSC vault, team attendance and a compliance calendar — wired together so nothing slips through the cracks.
Kanban
Project workflow
Bulk
Client + DSC import
RBAC
Role-based access
Everything in Practice Management, built to CA-grade standards.
Track every engagement across stages with primary owners, other staff, checklists and comments.
A single source of truth for clients, contacts, DINs and entity details — with bulk import from Excel/CSV.
Log time against jobs and see realised cost, margin and status-change history in the Daily Summary report.
Track every Digital Signature Certificate — holder, expiry and custody — with import and reminders.
Statutory due dates surfaced automatically so filings are never missed.
Hand off mapping, registers or review to anyone on your team with precise role-based permissions.
Import your client master in one shot from Excel or CSV.
Spin up engagements with owners, staff and checklists.
Log time, move cards across stages, attach documents.
Daily Summary shows time, cost, margin and progress at a glance.
ZageBooks is one workspace where every module works together.
Get 7 days full access to every module. No credit card required.