Features that make your practice perfect

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 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.

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.

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

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.

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.

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.

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

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.

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.

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

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.

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

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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

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.

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.

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

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

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.

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

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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.

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

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

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.

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

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.

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.

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.

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.

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.

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.

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.