Trust and compliance
Zetra Tax, preparer portal, client authorization workflows, CRA certification process and AI-assisted tax guidance.
An ambitious vision, released through careful phases.
The roadmap shows ambition without presenting planned modules as already available.
Phases
What is in development and what is planned.
Each phase depends on quality, security, support and applicable approvals.
Financial operating system
Zetra Books, invoicing, expenses, receipt capture, reconciliation, GST/HST workflows and dashboards.
Business automation
Documents, Payroll, CRM, AI task automation, customer follow-ups and compliance reminders.
Growth platform
Commerce, Marketing, Office, Cloud and Intelligence.
AI business operator
Multi-step workflow suggestions, business agents, monitoring and human approval for sensitive actions.