Referral tracking for bookkeepers and tax preparers.
Happy clients tell their friends and business partners who does their books. Zallant™ gives every inquiry one home, replies in your name right away, and shows you who passed you on.
30 days free. No setup fee. Cancel any time. Your leads are yours to export whenever you like.
- Safe defaults for tax work. Forms and reviews ask people to leave out tax, income and ID details. Your credential shows on your page if you add one.
- A front door for tax season. Inquiries from your page, your website form and your QR codes land in one list, each with a reply in your name.
- See who sends you clients. Your referral list shows each client and the friends they sent, so you can say thanks.
- Solo or a whole firm. Start on your own. The Team plan adds a company page and sends each inquiry to the right person.
Works alongside your tax and accounting software.
Keep your tax software, your client portal and your website. Zallant™ never asks for tax documents or ID numbers. It is the quick front door: your page, your QR, the reply emails and the referral list.
From a referral to a consultation, step by step.
Five simple steps. Every picture is a real Zallant screen with a made-up preparer.
- Step 1
Your page shows your credential and reviews
Your page carries your credential, what you offer, a Book a consultation button and dated reviews from clients.
- Step 2
They reach out on their phone
They pick tax return, bookkeeping or payroll and send their name and phone. The form asks them not to send tax documents, ID numbers or income details.
- Step 3
They hear back right away
Each person gets a friendly email in your name at once, with your link to book a consultation.
- Step 4
You get an alert and one list
Every inquiry lands in one list with Call, Email and Done, and Zallant sends a friendly check-in a week later, even in the busiest weeks of tax season.
- Step 5
Clients send friends with their own link
Each client gets their own link. Their friend opens a page that says who sent them, and the new lead shows that name.
Real Zallant screens. Every name is made up.
One new client can pay for years of Zallant.
$24 a month, or $228 a year ($19 a month), every feature. No setup fee. Firms pay the same per person and add a company page and leads sent to the right preparer.
Good questions.
Can I add my existing tax clients?
Add only clients whose name and email IRS rules let you use. Most uses beyond offering more tax services need the client's signed consent (IRC 7216). Name and contact details only.
Does Zallant collect tax documents?
No. Zallant never asks for tax documents, Social Security numbers or income details. Keep using your own secure portal for those.
Does Zallant text or call people?
No. Zallant emails in your name, and you can call any lead with one tap from your own phone.
Should I keep my Google profile?
Yes. Zallant works alongside it and never replaces it. Add your Google review link once, and everyone who reviews you on your Zallant page gets a "Post on Google" button, so happy clients can review you there too.
What does it cost?
$24 a month per person, or $228 a year, with every feature. Try it free for 30 days and cancel any time before then to pay nothing.
Still have a question? Email us.
Zallant is also for
Turn past clients into your next clients.
$24 a month, every feature. Free for 30 days. Zallant works for any business that grows by referrals.
No setup fee · Cancel any time · Download your data any time