Prerequisites & system requirements

Hardware, software, and data requirements to meet before using the Zato Firm Portal.

Before using the Zato Firm Portal, ensure the following requirements are in place.

System & technical requirements

Hardware: A desktop, laptop, or mobile device with a reliable internet connection.
Web browser: Latest supported version of Google Chrome, Safari, or Microsoft Edge.
Email access: Valid login credentials for your registered email — required for OTPs, notifications, and secure access.
Connectivity: Stable internet connection required. The portal is fully cloud-based.
Document handling: A PDF reader (e.g. Adobe Acrobat) installed to view and sign documents.

Firm & data requirements

Xero integration: Valid Xero login details (required if importing clients via Xero).
Financial records: Chart of Accounts (CoA) and Client Trial Balance files prepared and available for mapping.
Compliance data: GST and IRD details available for all clients.
Source documents: All required files ready to upload.

You only need to provide documents required for that specific engagement. Zato lists all possible data sources — it is not mandatory to upload every file type.

Supported data sources

Integrated sources (Xero, IRD, Companies Office): Only specific named file types can be uploaded through their respective integrations.
Manual uploads: For invoices, bank statements, or supporting documents not available via automated feeds, use the Data Sources feature.
Ad hoc documentation: Upload additional documents through the Data Sources tab at any time.