Start freeUp to 30 days free

Management and CRM software for accounting firms

Your firm's work, organized around each company.

For firms in Moldova and Romania: reporting plans, responsibilities for each client, team progress, and the client portal, alongside e-Factura and banking data. 1C synchronization is in development.

Zafirok + 1C

Client accounting and firm management serve different purposes.

Zafirok is management software for accounting firms and outsourced accounting: who works on each company, which filing or report they prepare, when it is due, and how the work is progressing. Configure the catalog and deadlines for your firm's client portfolio.

1C synchronization · in development

Accounting records

Record documents and transactions, maintain accounting ledgers, and prepare calculations in your accounting software, such as 1C, depending on its configuration.

Management in Zafirok

Plan each company's obligations, assign your team, and track progress, with information from the client's configured e-Factura and bank connections at hand.

Tax return and report planning

Turn each tax profile into a complete work plan.

Set up each company's profile and reporting catalog. Zafirok prepares the return and recurring task plan, so your team can see what needs doing, for whom, and by when.

  • In Moldova: TVA12, IPC21, IVAO, and VEN12 based on the tax profile, with business day deadline adjustments.
  • For Romania: configure a catalog of returns, reports, and tasks for each client's requirements.
  • Monthly, quarterly, or annual schedules for tax reports, statistical reports, and custom tasks.
  • An assignee, reporting period, deadline, and status for each task.
Illustrative interface · demo data

Illustrative interface · demo data

Tax return planning in Zafirok, showing companies, periods, deadlines, and assignees

Start with the company

One company workspace. All the information you need.

Each company has its own profile, assigned team members, and connections. Accountants can find the information they need to prepare reports and tax returns in the same workspace.

  • Check received and issued invoices through the available e-Factura integration and configured company access.
  • Bank synchronization for each company through configured connections, plus statement file imports.
  • Control access according to roles and the companies assigned to each team member.
  • Keep documents, checklists, useful links, and history in the company's context.
e-FacturaBank synchronization
Illustrative interface · demo data

Illustrative interface · demo data

A company workspace in Zafirok with an assigned accountant, e-Factura, and bank connections
Illustrative interface · demo data

Illustrative interface · demo data

Zafirok progress reports for the selected period, with tax returns grouped by type and team member

Progress reports for managers

See progress without asking every accountant.

Choose a period and see progress by report type, status, and team member. Your team updates task statuses, helping you see where work is moving forward and where attention is needed.

  • Filter the planning view by reporting period, company, team member, and tax return type.
  • Progress reports for the selected period, grouped by type, status, and team member.
  • Team members update statuses as they prepare and submit their reports.
  • Check the history to see what was done and who worked on each company.

CRM for accounting firms

Organize the work, from deadlines to payments.

Fewer separate lists to maintain. Less time spent looking for information. Every module connects to the company and the people who work with it.

Planning and recurring tasks

Turn tax profiles and the report catalog into a work plan by company, period, and assignee, with email reminders.

Team and responsibilities

Assign companies to team members and control their access to the information needed for their work.

Work progress reports

Choose a period and see progress grouped by tax return type, status, and team member, using updates from your team.

e-Factura for each company

Connect each company's account to view and sync issued and received invoices in one workspace.

Bank synchronization

Check statements through the bank connections configured for each company. You can also import bank statement files.

1C synchronization · in development

We are developing data exchange between accounting in 1C and management in Zafirok. The integration will be configured for the version, data types, and exchange directions.

Documents and checklists

Keep documents, work steps, useful links, and history with the company, so your team can quickly find what they need.

Client portal

Clients view reporting progress, tax obligations and payments, available invoices, and their company's documents. They can download documents prepared by their accountant.

Taxes, outstanding tax amounts, and payment notes

Record tax obligations and full or partial payments, then track remaining balances and overdue amounts for each company. Generate informative and payment notes as PDFs.

Fees and outstanding balances

Track fees, payments, and outstanding balances for each client, with a clear view of your business relationship.

A repeatable process

Set up your firm. Give the team a shared plan.

01

Add companies and their tax profiles

Enter client details, select applicable obligations, and connect e-Factura and banking for each company.

02

Assign responsibilities

Assign companies to team members and set access rights. Each accountant sees the information and tasks needed for their clients.

03

Work and track progress

The plan brings tax returns and deadlines together. Your team updates statuses, and managers review progress in reports.

The value of specialization

A workflow built around each client company.

Bitrix24, Asana, amoCRM, Airtable, and monday.com serve general CRM, project, or data workflows. Zafirok brings company profiles, filing and report catalogs, assigned accountants, and client information into a management workflow for accounting firms in Moldova and Romania.

View the comparison

Bring every company and every deadline into one plan.

Discover how Zafirok can reduce manual work and organize your accounting firm's day-to-day operations.

Start freeUp to 30 days free