---
description: Review of ZenWorkflow Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: ZenWorkflow | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Actuarial Software](/directory/4334/accounting-practice-management/software) > [ZenWorkflow](/software/539583/ZenWorkflow)

# ZenWorkflow

Canonical: https://www.softwareadvice.co.nz/software/539583/ZenWorkflow

> ZenWorkflow is a workflow and project management platform designed for accounting, audit, and professional services teams to manage tasks, deadlines, and client work. It supports the coordination of multiple client engagements while adhering to compliance standards. The software facilitates structured processes from client onboarding to final invoicing.&#10;&#10;The platform includes workflow management features that allow teams to create custom templates with detailed tasks, assign team members with role-based access, and monitor progress against budgeted hours and fees. It incorporates compliance tools for AML and KYC processes, automating PEP and sanctions screening, maintaining customizable risk rating questionnaires, and tracking document expiry dates with audit trails. Billing and invoicing features convert time entries into invoices automatically, supporting various billing models and tracking invoiced versus paid statuses. Other features include client management with customizable fields, time tracking for billable hours, leave management with approval workflows, and document management.&#10;&#10;Custom fields and reporting tools enable teams to create filtered views tailored to specific reporting needs across modules. Client profiles store contacts, company history, and detailed information to support relationship management. The software manages the entire lifecycle of professional services engagements within a single system, reducing reliance on multiple tools.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: ZenWorkflow

## Commercial Context

- **Starting Price**: €39.00
- **Pricing model**: Per User (Free version available) (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Angola, Argentina, Aruba, Australia, Austria, Bahamas, Bahrain, Belgium, Bermuda, Bosnia & Herzegovina, Botswana, Brazil, Bulgaria, Canada, Cayman Islands, Chile, China, Colombia, Costa Rica, Croatia and 68 more

## Features

- Accounting
- Approval Workflow
- Audit Trail
- Billing & Invoicing
- Client Management
- Document Management
- For Accountants
- Project Management
- Reminders
- Reporting/Analytics
- Status Tracking
- Task Management
- Time Tracking
- Timer
- Workflow Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Actuarial Software](https://www.softwareadvice.co.nz/directory/4334/accounting-practice-management/software)

## Alternatives

1. [TaxDome](https://www.softwareadvice.co.nz/software/335839/taxdome) — 4.7/5 (3593 reviews)
2. [Financial Cents](https://www.softwareadvice.co.nz/software/80460/financial-cents) — 4.8/5 (261 reviews)
3. [Uncat](https://www.softwareadvice.co.nz/software/344553/uncat) — 4.7/5 (263 reviews)
4. [Uku](https://www.softwareadvice.co.nz/software/410895/uku) — 4.8/5 (80 reviews)
5. [HandiSoft](https://www.softwareadvice.co.nz/software/196408/sage-handisoft) — 4.4/5 (100 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/539583/ZenWorkflow)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/539583-ZenWorkflow/> |
| en-AU | <https://www.softwareadvice.com.au/software/539583/ZenWorkflow> |
| en-GB | <https://www.softwareadvice.co.uk/software/539583/ZenWorkflow> |
| en-IE | <https://www.softwareadvice.ie/software/539583/ZenWorkflow> |
| en-NZ | <https://www.softwareadvice.co.nz/software/539583/ZenWorkflow> |

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