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Zoho Practice
by Zoho Corporation Pvt Ltd.Microsoft 365Paid
Manages accounting-firm clients, projects, documents, staff, collaboration, signatures, and client book data in Zoho Practice.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYData Management
UPDATED ON MARKETPLACE
What it does
Zoho Practice centralizes client information, onboarding, projects, documents, and client book data for accounting firms. Accountants can assign tasks, set deadlines, monitor progress, exchange documents, communicate with clients, and schedule meetings or calls. The system supports digital signatures, staff access to client books, time and activity tracking, and data cleanup tasks.
Key capabilities
from the Microsoft Marketplace listingClient management
Stores client contact details and transaction history and supports client onboarding.
Project management
Lets accountants assign tasks, set deadlines, and monitor project progress.
Document management
Stores client contracts, agreements, invoices, and other financial documents in one place.
Client collaboration
Supports document requests, queries, live chat, document sharing, internal discussions, and client comments.
Digital signatures
Allows accountants and clients to sign documents and letters digitally.
Staff management
Associates employees with clients and adds them as users to the client's books organization.
Time tracking
Records staff time and activities through a timesheet module for billing and payroll.
Client book insights
Provides insights on client book data and identifies cleanup tasks.
Use cases
- Accounting firms can schedule meetings and calls for client requests.
- Staff members can access client books and perform tasks on behalf of clients.
Who it's for
Accounting firms and accountants.
In the catalog
493 plugins in Data Management
Price distribution: 6 free, 6 freemium, 167 paid, 314 price not published
Pricing & deployment
Platform
Microsoft 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Zoho practice management system for an accounting firm is a comprehensive software solution designed to help accountants manage their day-to-day operations efficiently. It provides a centralized platform to manage various aspects of the firm's activities, including client onboarding and client relationship management …»
Official marketplace listing
Marketplace
Publisher
Zoho Corporation Pvt Ltd.
Updated on marketplace
Facts verified