Accelerate client AcceptanceEngagementManagement with ZeaCAT

The intelligent platform that empowers teams to configure dynamic client and engagement. Ensure compliance with professional standards.

Effortless Client Onboarding Starts Here

ZeaCAT simplifies the client onboarding process by providing powerful tools to create, manage, and approve custom client questionnaires for all of your firms Practices and Service Offerings

Accelerate Client Boarding

Streamline acceptance workflows to reduce delays and bring new clients into your system faster.

Strengthen Risk Transparency

Gain real-time insights into engagement risks, reviewer statuses, and approval progress across your firm.

Simplify Decision Making

Guide teams through adaptive evaluations that surface critical information and reduce manual back-and-forth.

Prioritize What Matters Most

Automatically flag high-risk engagements so reviewers can focus their attention where it’s needed most.