We are excited to announce the latest addition to Zoho's finance suite - Zoho Practice, a complete accounting practice management software for accounting firms globally.
Zoho Practice can simplify the day-to-day operations of your accounting firm and enhance visibility and control across your practice. With collaborative client management, secure document handling, seamless task management, useful client insights, timely compliance alerts, and more, we believe Zoho Practice will transform the way accounting firms can manage their operations.
Learn how you can empower your firm with Zoho Practice to offer excellent client satisfaction consistently.
Client management made simple
Work from a central place to manage all client activities for your practice. Handle both, your regular practice clients and those one-time or occasional consultations under one hood. Forget having to manually enter your practice clients’ details from their Zoho Books organization as they synchronize automatically.
Collaborate where the work happens
Zoho Practice brings in revolutionary collaborative functionalities where you can connect with your clients over audio or chat to discuss or clear doubts. Stop chasing clients and leverage automated reminders for client requests and get notified once your client reverts. You may also chat internally or leave comments on clients or tasks for your colleagues.
Secure document management
Store, access, and collaborate on documents securely. Manage documents by clients and provide selective access to staff. You may also utilize Zoho Sign to get documents reviewed, verified and signed by your client, this can be particularly useful ahead of tax filing and auditing.
Streamline task management
Create tasks for your clients and assign them to your staff with just a few clicks. Automate recurring tasks for regular client processes like periodic financial statement reviews, bank reconciliation etc. Use task templates to save time on task creation and ensure consistency across projects. Track tasks, priorities, and due dates in one place for a streamlined view of your team's progress.
Accurate timesheets and billing for your accounting firm
Stay in control of every billable minute with our user-friendly timesheets and convert time into valuable revenue. Tailor your billing methods to match your practice's requirements - staff hours or task based. Consolidate unbilled hours into a unified invoice, ensuring utmost convenience for your customers.
Insights and books review
Zoho Practice’s Insights gives you a quick list of pending actions for any client, detect ledger anomalies and transaction irregularities and analyze trends . Zoho Practice readily fetches your clients data from Zoho finance apps like Zoho Books, Zoho Payroll, and Zoho Expense. If you're an accounting firm managing clients on Zoho, you can easily bring your client's cashflow, financial transactions and track compliance from Zoho Books, manage their payruns in Zoho Payroll, and monitor spend summary and corporate card submissions, approval and reimbursements, in Zoho Expense.
Comprehensive activity trail
Get end-to-end visibility into every action done on Zoho Practice and be prepared for any regulatory scrutiny with the activity log and audit trail feature. You may also learn activities associated with individual clients and tasks, and further generate periodic activity reports as required.
Zoho Ecosystem for your practice
Zoho Practice is integrated with Zoho Cliq, Zoho Mail, and Zoho Sign, facilitating contextual collaboration and streamlining client operations. Additionally, it integrates with Zoho Books to address your firm's billing and tax compliance requirements.
If you are an accounting firm looking to streamline your practice management, get access to financial insights and timely alerts, identify and mitigate challenges even before they occur, and provide exceptional client service, get started with Zoho Practice for free now!