ZaveHub: The engine to drive efficiencies in your professional services firm

ZaveHub: The engine to drive efficiencies in your professional services firm


Welcome to Zave hub, a corporate governance practice management tool created for our partners to digitise their workflow and manage all their clients
and their entities in one place. Let’s dive a little deeper into how this will immensely improve your firm’s operations
and client engagement. Once you log in to your own branded portal
with the same branding your clients will also see you’ll be at home
which is a dashboard that provides a summary of how many
entities you manage in any filings or deadlines coming up. If you onboard your clients on to Zave, you’ll be able to communicate with them
directly through Tasks You can view all the tasks together or easily filter them according to specific entities and also users. Head over to Entities to get an overview of all the active and pending incorporation clients across all the jurisdictions that your firm operates in. You can see at a glance what industry and location they’re in, their registration, status and what date they were created. If you click into one of the entities, you’ll be taken to the entity management page. This page is crucial because it’s where
you’ll conduct most of the compliance and financial work for the entity. You can obtain the company’s details and
registers as well as create and store important documents. Our document generator tool allows you to choose from a list of standard templates and create a document in seconds by auto filling the fields
with information already in the system. Once you connect the entity to its Xero account, you can reconcile bank transactions
and manage expenses and bills. For the clients you offer
a Xero integrator receipts and bills, capture service tool, head over to
submissions to keep track of the receipts and invoices uploaded to your OCR tool. Finally you can go to user management to create and manage users and groups. Zave hub is the engine designed to
transform your workflow and help your firm grow
its corporate governance practice. Collaborate with clients more intelligently, more quickly and more transparently.

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