Turn scattered client documents into one review workflow.

Meet clients where they already send documents

Clients can use a familiar channel while your team keeps one organized workflow. Secure upload links remain available when messaging or email is not appropriate.

• No end-client Zanvoro account required
• Personal and Business work stay separate
• Ambiguous files are held for staff review

Keep staff in control

AI helps identify document type and visible facts, but low-confidence, unreadable, or mismatched files stay visible for human review instead of silently closing a checklist item.

• Clear Needs Review queue
• Missing-document visibility
• Auditable client and engagement context

Three practice areas, one intake discipline

Tax and accounting teams, immigration practices, and law firms each get vocabulary, checklists, and document names that match how they actually work — on the same reviewed pipeline.

• Tax: returns, W-2s, 1099s, statements
• Immigration: passports, I-94s, evidence
• Legal: matters, filings, case documents

What is Zanvoro?

Zanvoro is client document intake software for tax and accounting firms, immigration practices, and law firms. Clients send files through WhatsApp, email, or a secure upload link; Zanvoro organizes them by client and engagement, tracks missing items, and routes anything uncertain to staff review.

Do my clients need to create an account?

No. Clients send documents through WhatsApp, reply to a firm-specific email address, or open a secure upload link. There is no client login and no password to reset.

Which languages can clients use?

Client-facing pages and messages ship in English, Spanish, Russian, Chinese, and Vietnamese. How many languages a firm can activate at once depends on its plan.

Does the AI make final decisions about documents?

No. AI proposes a document type and visible facts. Low-confidence, unreadable, or mismatched files are held in a Needs Review queue for staff — automation never silently closes a checklist item.