What is changing and what is not
A clear side-by-side of what changes when your jobs move to Zato and what stays exactly as it is.
Your arrangement with Connect is unchanged. What changes is the platform your jobs run on.
Before Zato
- Plus91 for job tracking and notes
- Manual data exports from Xero, IRD, and Companies Office
- Questionnaires managed separately from the job
- Delays from missed emails and manual follow-ups
- Variable workpaper formatting across jobs
- No visibility into job progress between updates
On Zato
- All queries, review points, and notes in one place
- Xero, IRD, and Companies Office data uploaded by Connect — to be automated going forward
- Questionnaires sent via your branded portal — at the start, or after Zato runs to capture missing information
- Fewer touchpoints, structured query management throughout
- Your GL Scrutiny rules applied consistently to every job
- Real-time job visibility at every stage
What your firm keeps
- Your existing Connect arrangement, unchanged
- Same team, same fees
- Your role: review, approval, and sign-off
Connect's scope does not change — it runs through a better platform. Fewer touchpoints, more consistent quality, and real-time visibility within your existing arrangement.