Zetra AI
Always-visible operator support across tax, CRM, commerce, accounting, documents, customers, products, invoices and tasks.
Zetra One is being built as a connected product suite: AI, finance, tax, customers, commerce, documents, workflows, compliance and collaboration.
Core products share identity, permissions, audit history and Zetra AI. Sensitive work stays approval-gated.
Always-visible operator support across tax, CRM, commerce, accounting, documents, customers, products, invoices and tasks.
Canadian personal and business tax workflows, document collection, diagnostics, preparer review and certification-dependent filing features.
Accounting, invoicing, expenses, reconciliation, reports and tax-ready financial records for Canadian operators.
Leads, customers, accounts, pipeline, follow-ups, proposals, campaigns, notes, tasks and relationship history.
Storefront, POS, product catalogue, orders, payments, inventory, ecommerce analytics and customer purchase history.
Business documents, spreadsheets, presentations, templates, collaboration and AI-assisted files inside the Zetra workspace.
Business records, receipts, contracts, CRA letters, signed documents, client files, searchable storage and document-to-transaction mapping.
Triggers, tasks, approvals, reminders, AI-generated action plans and cross-module automations with human review for sensitive steps.
GST/HST, payroll remittance, T2, T4/T4A/T5, annual return, CRA request and readiness tracking.
Permissioned external collaboration for clients, accountants, bookkeepers, tax preparers, employees, contractors and advisors.
Control for banks, sales channels, tax sources, document stores and operational data sources feeding the shared business graph.
Dashboards, business health, AI summaries, cash-flow, revenue, customer, product, tax-readiness and risk insights.