Client document intake for tax & accounting firms

Turn scattered client documents into one review workflow.

Zanvoro brings WhatsApp, email, and secure upload links into one controlled intake process without forcing clients to create another portal account.

✓ WhatsApp, email, and secure upload
✓ AI-assisted classification
✓ Missing-document tracking
✓ Staff review for exceptions

View Zanvoro plans

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