Sound familiar?
What Zecutiva takes off a accounting practice owner's plate
Client work moves through people, not a process.
Set up streams for tax returns, BAS, year-end or advisory, each with its own stages, and see the whole pipeline on a board or calendar.
How it works →Work stalls when the one person who knows is away.
Send work to a role queue instead of a person, so it's picked up whoever's in. Every comment, file and change is on the job's history.
How it works →Staff leave collides with deadlines.
Leave is applied for and approved in Zecutiva and shows on the same calendar as the work.
How it works →Policies and procedures are agreed once and forgotten.
Publish policies and procedures with versions, and see who has signed each one.
How it works →The partners never get time to work on the practice.
The BA-Score shows which area of the firm to fix first, and the fortnightly Check-In turns it into actions with owners and due dates.
How it works →A day on Zecutiva
How a job runs
- 1
A new client's year-end lands in the Intake queue and is sent to the Tax stream's first stage.
- 2
The senior accountant is on leave, so the work waits in the Accountant role queue and the next person picks it up.
- 3
Documents and questions go on the job instead of in someone's inbox.
- 4
Every fortnight the partners run the Check-In: what's changed, the numbers they've pinned, and the next commitments.
Start free
Everything one person needs, free on Solo
Bring your team in and connect your systems on a paid plan when you're ready. Field staff on the app are always free.
- Your BA-Score, the fortnightly Check-In and your pinned numbers
- Tasks and job cards
- Customers and items, with import
- Health & safety: Take 5, hazards, risks, checks and SOPs
- The Financial Flight Deck from your uploaded statements
- The daily email, and the app for iPhone and Android
Questions
Questions from accountants
Does Zecutiva replace practice software like time billing or tax lodgement?
No. Keep lodgement, time and billing in the tools you use now; Zecutiva runs the workflow, the team and the practice's own improvement.
Can I share the Altitude Check with clients?
Yes. The Altitude Check at zecutiva.com/altitude is free and public — anyone can take it and get their report by email.
Is client information secure?
Data is held in Sydney under the Australian Privacy Act, two-factor sign-in is required once sensitive information is held, and each person sees only what their role allows.
More answers in the FAQ. Also built for plumbers, electricians, painters and trades.
How close is your accounting practice to autopilot?
Free, private, and you'll know exactly which area to work on first.
Take the free Altitude Check