Accelerate clientAcceptanceEngagementManagement with ZeaCAT
The intelligent platform that empowers firms to configure dynamic client and engagement evaluations and 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 your firms Practices and Service Offerings.
Accelerate Client On Boarding
Streamline acceptance workflows to reduce delays and capture the required review and approval of new clients faster.
Strengthen Risk Transparency
Gain real-time insights into engagement risk, reviewer statuses, and approval progress across your firm.
Simplify Decision Making
Guide teams through dynamic evaluations that surface critical information identify risks,–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.
How Does ZeaCAT Work?
ZeaCAT streamlines client onboarding with secure evaluations, risk transparency, and efficient workflows for partners, quality/compliance leaders, and auditors.
Client Acceptance
Choose from customizable templates or build your own to match the structure of your client portfolio. Set up compliance-relevant questions from the outset, aligning with firm and regulatory requirements.
Engagement Acceptance
Tailor your questionnaire logic using conditional fields, dynamic follow-ups, and embedded resources.
Risk Analysis
ZeaCAT applies built-in logic to assess and flag risk levels in real time based on responses. High, Medium, or Low ratings are triggered automatically, helping approvers complete reviews with confidence.
Approval Process
Submissions are routed through a configurable workflow. Each reviewer and approver see only the tasks relevant to them, with the ability to approve, request changes, deny or escalate within their permission level.
Meet your new Intelligent Features
ZeaCAT brings modern automation, smart workflows, and risk intelligence to client acceptance and engagement evaluation.
Multi-Role Functionality
Assign tasks seamlessly across preparers, reviewers, SMEs, and approvers, with role-specific access controls and responsibilities. This ensures a clear division of duties, improves accountability, and accelerates completion time across client acceptance workflows.
Risk Visibility Engine
Track and surface engagement risks, pending approvals, and high-risk triggers in real time. ZeaCAT provides a centralized view of key risk indicators, helping leadership teams take early action and maintain consistent oversight across clients and engagements.
Smart Section Logic
Configure conditional logic that dynamically adapts questionnaire content based on user response to reduce clutter, eliminate confusion, and tailor the experience to each engagement type.
Reviewer Dashboards
Provides stakeholders a streamlined view of risk levels, open tasks, and completed sections. Dashboards enable better prioritization, reduce back-and-forth, and make it easier to track progress across internal and external reviewers.
Secure SSO Access
Protect sensitive data with enterprise-grade Single Sign-On integration. Combine OTP login with identity provider protocols to ensure only authorized users can access or modify sensitive client information.
Automated Risk Scoring
Automatically assign High, Medium, or Low risk ratings to client engagements based on structured response logic. This helps your team prioritize reviews, flag risky submissions early, and drive more consistent, compliant evaluations.
Flexible Pricing.
Flexible and affording plans tailored to your needs. Save up to 20% for a limited time.
ZeaCAT: Redefining Client Onboarding
Built by industry experts to bring structure, transparency, and efficiency to client acceptance and engagement. Built by CPAs, for CPAs With over two decades of experience across Big 4 and Top 100 firms, the team behind ZeaCAT understands the challenges of client onboarding firsthand. From disjointed processes to manual risk tracking and compliance gaps, we’ve seen it all. ZeaCAT was built to bring structure, transparency, and efficiency to one of the most critical—and often overlooked—phases of the client lifecycle.
Transforming Client Acceptance & Risk Evaluation
Choose from customizable templates or build your own to match the structure of your client type. Set up compliance-relevant questions from the outset, aligning with firm and industry protocols.
We deliver a streamlined, intelligent approach that improves operational workflows, enhances transparency, and ensures compliance confidence. Our focus is on helping firms work faster, smarter, and with greater resilience in a rapidly evolving regulatory environment.
Client Onboarding, Simplified
Helping firms work faster, smarter, and stay ahead in today’s evolving regulatory landscape.