How To Navigate Your ZenBusiness Dashboard

To help you get the most out of your ZenBusiness account, here’s a quick guide to navigating your dashboard from a laptop or desktop.

When you log in, you’ll see a menu along the left-hand side of your screen. Each section is designed to give you quick access to important tools and info.
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This is your homepage. From here, you can:

Check your overall compliance score and monitor the status of:

Easily access:

If you’ve opened a ZenBusiness bank account, you can:

If you're subscribed to Money Pro, this is where you can:

If you haven't added Money Pro yet, you’ll see a quick overview of what’s included.
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If you're enrolled in ZenBusiness tax support, you can:

Not enrolled? You’ll see information about available plans.
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Everything you need to build your online presence:

Browse business education content including:

View your:

Click the person icon in the top right corner to access:

If you’re ever unsure where to find something, reach out to our Customer Success Team. We’re here to guide you every step of the way!