Dashboard Features
The Zera Books client dashboard is built around the reality of multi-client accounting practice: you're processing the same clients every month, and you need to find, track, and re-download past work without searching through a flat file list.
Client Folders
Create a folder for each client. All conversions, uploads, and output files for that client are organized together. Unlimited clients, no per-client fee.
Conversion History
Every conversion logged with timestamp, source file name, output files generated, and the processing account. Re-download any past output file without re-converting.
Batch Upload
Drag and drop 50+ files in a single upload. Files are processed in parallel. Output organized by client and document type automatically.
Audit Trail
Every document processed is logged. Supports regulatory record-keeping requirements and internal quality review. Timestamps preserved in UTC.
Batch Processing Workflow
Month-end processing typically involves the same set of clients, each with 1-5 statement PDFs. The batch processing workflow is designed for this pattern — upload everything for the month in one job, get organized output for each client.
Upload all files at once
Drag and drop PDFs from all clients into the batch upload interface. Files can be named anything — the platform identifies document type and content automatically.
Assign to client folders
Files are automatically associated with client folders based on your naming configuration, or manually assigned if preferred. Multi-account PDFs are split and assigned to the same client.
Parallel processing
All documents process simultaneously — a 50-file batch doesn't take 50x the time of a single file. Most batches complete in under 5 minutes regardless of size.
Organized output download
Download output by client, or export all at once. Each output file is named with the source document name and processing date for easy filing.
Month-end time savings: A 30-client firm that individually uploads 90 statements (3 per client) and manually assigns each to a client folder spends 45+ minutes on file management. Batch upload with auto-assignment reduces that to under 5 minutes. See CPA workflow reference for full month-end process.
Manage all your clients in one place
Unlimited clients. Unlimited history. Batch processing built in. All included in $79/month — no per-client fees.
Try for one weekClient Management vs Competitors
Most document conversion tools have minimal client management — if any. Here's how the Zera Books dashboard compares:
Client Management Feature Comparison
What competitors offer:
Frequently Asked Questions
How many clients can I manage in Zera Books?
Unlimited. The $79/month plan covers unlimited clients with no per-client fees. No billing penalty for practice growth.
How does batch processing work?
Upload up to 50+ documents simultaneously via drag-and-drop. Files are processed in parallel. Output organized by client and document type. Most batches complete in under 5 minutes.
Is conversion history kept indefinitely?
Yes. Conversion history is retained indefinitely and output files can be re-downloaded at any time. Uploaded source PDFs are retained for 30 days per security policy, then auto-deleted.
What's in the audit trail?
Every conversion logged: timestamp (UTC), source file name, output files generated, user account, and document type. Supports regulatory record-keeping. See zerabooks.com/products/client-management.