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Comprehensive CRM platform for customer-facing teams.

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Simple CRM for small businesses moving from spreadsheets.

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Build online forms for every business need.

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SalesIQ

Live chat app to engage and convert website visitors.

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Bookings

Appointment scheduling app for consultations with customers.

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Sign

Digital signature app for businesses.

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RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

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Thrive

Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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CRM Plus

Unified platform to deliver top-notch customer experience.

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Social

All-in-one social media management software.

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Campaigns

Create, send, and track targeted email campaigns that drive sales.

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Forms

Build online forms for every business need.

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Survey

Design surveys to reach and interact with your audience.

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Sites

Online website builder with extensive customisation options.

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PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

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Webinar

Webinar platform for webcasting online webinars.

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All-in-one marketing automation software.

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LandingPage

Smart landing page builder to increase conversion rates

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Publish

Manage all your local business listings on a single platform.

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SalesIQ

Live chat app to engage and convert website visitors.

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Sign

Digital signature app for businesses.

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Thrive

Complete loyalty and affiliate management platform.

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Voice

Cloud Contact Center Software for businesses.

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LeadChain

Sync, manage, and convert leads across channels seamlessly.

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CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

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Marketing Plus

Unified marketing platform for marketing teams.

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Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

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Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

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Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
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Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

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Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

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Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
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Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
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RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
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IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
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IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

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IoT

Low-code IoT platform and solutions for connected businesses.

IoT

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CRM Plus

Unified platform to deliver top-notch customer experience.

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Unified platform for customer service and support teams.

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Finance Plus

All-in-one suite to manage your operations and finances.

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People Plus

Comprehensive HR platform for seamless employee experiences.

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Workplace

Application suite built to improve team productivity and collaboration.

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Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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All Features

Features that make your practice perfect

Client management

Efficient client management

Zoho Practice streamlines client communication and enables you to get information faster. Forget chasing clients for those last minute pieces of financial data and start solving issues faster.
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Bring clients on board

Onboard your existing clients from your Zoho Books, Zoho Payroll, Zoho Expense, & Zoho Inventory organizations seamlessly. For new clients, you can create a new organization for each client across these Zoho Finance applications in no time.

Assign staff to clients and tasks

Assign staff to your clients and tasks with clear roles. You can also tag them on client emails for those quick assignments. Make the best use of resources and optimize for maximum returns.

No more chasing clients

Leverage automated reminders and client requests to get what you need on time, be it a document or task. Zoho Practice can notify your clients about exactly what you need and let your staff know when its available.

All client communication in one place

Access all client emails, comments, tasks, documents, and staff associated with a client in one dedicated space.

Client collaboration

Streamline client collaboration

Every successful practice is built on collaboration. As your practice expands, so does the need for enhanced collaborations. Zoho Practice is your trusted ally, offering a unified platform for all your collaborative needs.
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Simplify collaboration with client requests

Zoho Practice allows you to send requests to your clients, whether it's for clarifying accounting queries, addressing unresolved doubts, or requesting specific documents. These requests appear instantly within your clients' organization, neatly organized under the 'My Accountant' tab within the Accountant module.

Instantly connect with chat initiations

Facilitate focused conversations directly with your clients using the comments feature for seamless communication and rapid issue resolution. Share documents securely via encrypted chat, ensuring confidentiality and access only for authorized users.

Streamline questionnaires in a single place

Easily generate customized questionnaires for your clients, directly from the Insights module, tailored to specific fields. Each questionnaire comes complete with its own thread, attached documents, and status, providing the flexibility to mark it as answered or rejected.

Comprehend the key insights

Dive deep into your client's outstanding tasks with precision. Collaborate on bank statement categorization, ensuring fluid communication and optimal efficiency.

Digital Signatures

Within the intricate web of collaborations, digital signatures emerge as a crucial component, and that's where our integration with Zoho Sign comes into play. Effortlessly review, share documents, and request secure digital signatures from your clients.

Financial insights

Client insights and books review

Insights are your go-to agent for detailed intel on your clients' businesses. It offers real-time information to identify and resolve any irregularities in data, and shape strategic success. Get direct visibility of your clients' business health via Zoho Books, Zoho Expense, Zoho Inventory, and the Zoho Payroll integration.
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Aged receivables and payables

Get a hold off overdue payments and outstanding debts to keep your cash flow and client relationships healthy. Get to know who pays on time and who delays payments, and set priorities accordingly.

Cash flow insights

Businesses' success begins with cash flow analysis. Scrutinize cash shortages or surpluses and ensure your clients have the liquidity they need to thrive.

Insights

Alerts are sent out for the tasks that are left undone like tax filing, auditing, unpublished journals, unused customer or vendor credits, and unused GL or inactivity in bank transactions for over 90 days.

Bank transactions

Get complete insight on disconnected bank accounts, and uncategorized, un-reconciled, and duplicate transactions to make way for smooth audit trails, ensuring tax compliance.

General ledger

Monitor and access GL anomalies and irregular entries in your clients' Zoho Books organization, sourced from the general ledger list, and alerts from within the client dashboard. Run reports in Zoho Books to identify these discrepancies and rectify them.

Workpaper

Manage your accounting working papers with ease

Analyze individual accounts to get a complete picture of your client's financial standing. Review balances, compare past data, identify risks, and collaborate easily with clients to ensure rapid tracking and verification. Request missing paperwork to ensure all required information is acquired and ensure effective way of processing accounting working papers. Learn More
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Ledger

Extensive accounting management with Zoho Ledger

Handle your clients' business accounting easily with Zoho Practice Ledger. Fetch & reconcile banking transactions, generate accounting reports, and manage end-to-end accounting of your clients, no matter the size of their business or their portfolio. Learn More
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Self-service Portal

Secure client portal

Extend your client interactions beyond Zoho clients. Exclusively made for working with clients using legacy accounting systems. This progressive portal improves the firm's overall client experience, expedites communication, and makes document sharing easier.
features.selfserviceportal
Client management for everyone

The self-service portal eliminates the need for separate systems when managing other software clients. With this function, you can clearly view and update contact details and create profiles, all from within our client portal software.

Collaboration and workflow management

Clients have a single place to look up and access their document requests and inquiries. Using the portal, they can safely upload, submit, or distribute the required documents. This enables easy sharing of information between your team and your clients.

Client reviews

Accountants can optimize the name of the portal, set up options to get reviews from clients, and document sharing with clients. Depending on every bar of service, they can ask the clients for a review, and the clients respond by providing their opinions and ratings from the portal.

Digital signature

The document collecting process is further expedited by offering clients ways to electronically sign agreements from within the portal.

Portal dashboard

The Practice portal dashboard offers clients a way to upload documents and update information about them, along with the option to email their accountants right away.

Task management

Seamless task management

Streamline your accounting firm's task management and never miss a deadline! Manage accounting tasks, track completion status, and optimize processes for amazing client satisfaction and staff engagement.
features.task
Add tasks in seconds

Create tasks for your clients and assign them to your staff with just a few clicks. Add due dates, priorities, attachments, and descriptions to make sure your team has everything they need to get the job done. You may also turn on email and in-app notifications for task overdue alerts and status changes.

Automate task creation with recurring tasks

Automatically create recurring tasks like regular bank reconciliation or periodic reviews of financial statements for your clients and save time. Ensure work is assigned on time to meet deadlines consistently.

Get organized with task templates

Instantly create and assign multiple tasks across multiple clients instantaneously via task templates. Save hours spent on creating tasks, maintain consistency across projects, and reduce time spent on non-billable work.

Get a clear overview on all tasks

Improve your firm's efficiency with a comprehensive overview of all tasks. View tasks assigned to staff and track their completion status, priorities, and due dates in one place. Ease any bottlenecks by redistributing work and optimize processes for maximum value.

Bulk update tasks

Update multiple tasks simultaneously with the bulk update feature. Easily reassign tasks, and update due dates, priorities, and completion percentages.

Timesheets and billing

Boost your time tracking experience

Monitor the time spent on various clients with Zoho Practice. Stay in control of every billable minute with our user-friendly timesheets and convert time into valuable revenue.
features.timesheet
Efficient task delegation

Streamline task assignments to specific team members, ensuring a smooth workflow. Assign dedicated timesheet specialists to record task hours accurately, facilitating straightforward tracking and management.

Live time tracking

Optimize your time management by precisely monitoring the hours dedicated to each task. Transform these tracked hours into invoices, whether through manual input or automated tracking.

Transparent time logs for clients

Provide clients with comprehensive time records showcasing task completion. Prioritize client validation before translating hours into invoices, ensuring openness and building confidence in your billing process.

Versatile billing options

Tailor your billing methods to match your practice's requirements. Whether you prefer staff hours, or task-based billing, Zoho Practice adapts to cater to your distinct project needs.

Simplified invoicing experience

Consolidate unbilled hours into a unified invoice, ensuring utmost convenience for your customers. Streamline your billing process, enhancing efficiency and eliminating hassles throughout.

Document management

Secure document storage

Managing vast amounts of data, client documents, and paperwork can be overwhelming. With document management in Zoho Practice, seamlessly store, access, and collaborate on documents, all from one secure location.
features.document
Effortless document management

Easily upload documents and associate them to specific clients. You can also attach documents to clients directly from the client dashboard for quicker access. Establish dedicated folders for specific documents, ensuring a more organized structure.

Document signing

No more post office runs or visits to clients' firms to get documents signed. Collaborate with your clients in real time and secure instant client signatures using Zoho Sign at no cost.

Document formats

Access client documents, filter them by file formats, and share or export document details in XLS, CSV and XLSX formats in a few clicks.

Workflow automation

Simplify your practice workflows

Zoho Practice empowers you to streamline your workflow so you can automate tasks, client management and requests, and questionnaires in your accounting practice.
features.workflow
Set the rules

Define workflows for tasks, client requests, and questionnaires. Choose between event-based or date-based triggers to activate workflows precisely when needed.

Action-packed automation

Select the perfect action to automate based on your workflow rules. Keep your team informed with automatic email notifications. Ensure everyone's on the same page with timely in-app notifications for critical activities.

Automate external applications

Connect with external applications by sending instant web notifications when events occur within Zoho Practice using Webhooks.

Field updates and custom functions

Save time by auto-updating fields in your chosen module based on workflow triggers. Write Deluge scripts using custom functions to automate complex business processes, creating unique solutions for your firm.

Workflow logs

Gain total transparency into your automated workflows with detailed logs. Easily track all module-wide in-app notifications, produced webhooks, custom functions executed, and email alerts that have been triggered. For additional analysis and record-keeping, export these logs in simple CSV or XLSX formats.

Schedules

Use the scheduling function in Zoho Practice to automate repetitive tasks. With Deluge scripts, create custom tasks and set them to execute on a recurring or set schedule. This ensures necessary tasks are completed on schedule and removes the need for manual involvement.

Custom module

Tailor your practice with custom modules

Zoho Practice empowers you to customize effectively and handle distinct firm information. Whether you are monitoring leads or working with unique data sets, create modules that are specifically customized for your needs.
features.custommodule
Create custom modules

Create and design unique modules with an intuitive user interface by specifying the fields, connections, and access permissions, thereby tailoring the workflow to suit specific requirements.

Efficient data collection

Gather, organize, and manage data to enhance the overall effectiveness of the practice. By customizing fields, accountants can streamline data collection processes, ensuring accurate and consistent data entry.

Custom views

Design unique views to arrange and filter data, giving them a clear understanding of how the firm has to be run.

Customization

Dynamic client customization

It's all about personalizing your experience so they fit your firm's needs perfectly, making every task, request, and email feel like they were made just for you and your clients. Customization allows firms to tailor features to their specific needs easily, enhancing efficiency and improving client engagement.
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Custom Field

Harness the power of flexible data collection with Zoho Practice's Custom Field function. Whether you are capturing varied client information or organizing essential data, create tailored fields that resonate with your specific client's business requirements and practice nuances.

Custom Status

Navigating through the multiple stages of client engagements and approvals is a breeze with Custom Status. Immerse yourself in a dynamic workflow that is as agile and diverse as your accounting practice, ensuring real-time tracking and management.

Email Customization

Create, modify, and utilize email templates that are both unique and dynamic to match your services.

Integration

Powerful and unified integrations

A robust accounting practice relies on a strong practice management software to keep your firm up and running. Zoho Practice aids you with the right solutions, right integrations, and much more. Empower your firm with integrations with Zoho Books, Zoho Payroll, Zoho Expense, and Zoho Inventory.
features.integration
Streamlined accounting & bookkeeping

Enjoy seamless financial management for your clients. Track income and expenses, send invoices, generate financial reports, get compliance alerts and do more with the Zoho Books integration.

Smooth payroll management

Stay on top of your business payroll while staying compliant with tax regulations. The integration with Zoho Payroll gives you a complete view of your payroll activities such as payslips and tax forms.

Easy expense management

Capture receipt details and track expenses. Gain insights with detailed expense reports, simplifying cost control.

Swift document signing

Experience hassle-free document signing with the Zoho Sign integration. Securely e-sign documents and contracts, eliminating hassles and speeding up your business processes.

Optimized email communication

Enhance your email communication with Zoho Mail. Integrate the platforms seamlessly to streamline your inbox, manage contacts, and ensure smooth email correspondence for your accounting practice.

Enhanced Inventory Control

Streamline your clients' accounting with Zoho Inventory for seamless stock management and streamlined collaboration with warehouse admins.

Automation

Client automation

Zoho Practice simplifies your workflow by efficiently managing routine tasks, allowing you to dedicate more time to enhancing productivity and strategic client management.
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Templates and notifications

Managing multiple clients can be a pain. Save time and effort by leveraging templates that auto-fill details when creating clients from the same industry.

Task reminders

During task creation, set reminders for tasks you frequently handle. Upon task completion, set up reminders to send out automatic emails to the users associated to the tasks. Also, help your clients instantly be aware of the users who access their organization.

Activity Log

Activity logs and audit trails

Stay in the know about your activities with our reliable Audit Trail and Activity Log feature. Be effortlessly compliant with Zoho Practice.
features.activitylog
Stay on top of your accounting operations

Elevate transparency and accountability in your business and gain detailed insight into every action within your accounting practice. Know the who, what, when, and why effortlessly. Get a clear and comprehensive overview of all actions within your accounting practice via the Audit Trail capability.

Real-time activity tracking

Use the activity log to track your activities in real time. Say goodbye to waiting for reports or updates, and view all activities as they happen. Make informed decisions promptly with no latency.

User accountability

Assign distinct user roles and permissions while effortlessly tracking every action. In this way, you can instantly identify the source of discrepancies, fostering a culture of responsibility within your team while ensuring transparency.

Detailed audit trails

Get a comprehensive audit trail of all activities, guaranteeing your readiness for regulatory scrutiny and audits. Uphold the integrity of your client financial records and sail through the audit season with ease.

Historical activity archive

Get the required data as needed and support your accounting practice's growth with archived activity logs. Seamlessly generate reports and export logs for both internal and external use, streamlining the reporting process and ensuring data availability for audits and stakeholders.

Zoho practice

The Ultimate Zoho Practice Management

  • Easily onboard and manage your clients onto a single portfolio.
  • Set up tasks, recurring tasks, and templates.
  • Store, access, and collaborate on documents, all from one secure location.
  • Manage client requests and engage via chat and comments.
  • Stay in control of every billable minute with timesheets.
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