Connect.
Sync.
Simplify.
ZIDZ onboards clients, connects the tools you use and simplifies the way you work with your clients. All in one secure platform.
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Everything in one place.
For everyone.
ZIDZ brings your clients, tools and compliance together so you can focus on what matters most.
Seamless Client Onboarding
Onboard new clients in minutes with a guided digital journey, document collection and secure data capture — no passwords ever sent by email.
Connect to Multiple Platforms
Connect to the platforms you use every day. No more logging in and out of multiple systems to move the same data twice.
AML for Companies & Trusts
Complete AML checks for companies and trusts with built-in compliance and identity verification against government records.
All your tools.
One secure connection.
ZIDZ connects to the platforms you already use, bringing everything together in one place. Save time, reduce manual work and focus on your clients.
- Secure, consent-based connections
- Real-time data sync
- Bank-grade security
Less admin. More value.
Save Time
Automate onboarding, document collection and data sync.
Reduce Communication
Share documents, tasks and updates in one place. No more endless emails.
Stay Compliant
Built-in AML and identity checks to meet your obligations.
Grow Your Practice
Streamline operations and scale your business with confidence.
Every part of the client relationship.
From the first invitation to the seventh year of records — one system, one audit trail.
Client Onboarding
A guided journey your client completes on any device.
- Single-use invitation links, never a password
- Personal, financial and residency details
- Family and dependant details
- Terms and privacy accepted and recorded
Business Entities
The structures your clients actually hold, modelled properly.
- Sole traders, companies, trusts, SMSFs, partnerships
- Roles and relationships between entities
- Family links across related clients
- ABN, ACN and trading names
Identity & AML
Verification built into onboarding, not bolted on after.
- Document and biometric identity verification
- Verification credits with a full spend history
- Re-checks for ongoing due diligence
- Every check recorded against the client
Documents
Filed the way an accountant thinks, not the way a drive does.
- Organised by entity, financial year and folder
- Encrypted at rest, streamed — never public links
- Classification and tagging
- Per-document access control
Secure Messaging
Client conversations that stay attached to the client.
- Threaded messages with replies
- Internal notes your client never sees
- Read receipts and unread counts
- Attach documents to any message
Appointments
Bookings that respect how your practice actually runs.
- Client self-service booking
- Personal and practice-wide unavailability
- Calendar invitations by email
- Reminders and confirmations
ASIC Lodgements
Company compliance without leaving the platform.
- Company registration
- Forms 484, 361 and 362
- Lodgement status and history
- Changes flagged for action
Team & Access
Fine-grained permissions, closed by default.
- A permission profile for every staff member
- Templates from Read Only to Account Owner
- Separate control of banking data
- Nothing shared across practices, ever
Security & Trust
Built for data an accountant is trusted to hold.
- Multi-factor authentication
- Tax file numbers encrypted at rest
- Immutable audit trail of every action
- Hosted in Australia
Simple, transparent pricing.
Built to scale with your practice.
Choose the plan that fits your client base.
No lock-in contracts. Cancel or upgrade anytime.
- All core features included
- Client onboarding & doc collection
- Platform integrations
- AML for companies & trusts
- Email & chat support
- All core features included
- Client onboarding & doc collection
- Platform integrations
- AML for companies & trusts
- Email & chat support
- All core features included
- Client onboarding & doc collection
- Platform integrations
- AML for companies & trusts
- Email & chat support
Enterprise
Custom pricing for your practice.
- Everything in all plans
- Priority support
- Dedicated account manager
- Custom integrations
- SLA & advanced security
Package Add-Ons
Enhance your workflow with our optional add-on packages.
Ready to simplify your workflow?
See how ZIDZ can transform the way you work.