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Empower Your Practice, Your Way

Monthly Yearly (Save More)

Free For Zoho Partners

Authorized and Advanced partners get free access to Standard Plan features, while Premium partners get access to all Premium Plan capabilities

$0
Join our partner program Start my free trial

Feature

Standard

Premium

Users

Up to 5 Users

Up to 5 Users

Client Management

Available

Available

Client Collaboration

Available

Available

Chat Discussions

Available

Available

Task Management

Available

Available

Timesheets and Billing

Available

Available

Recurring Tasks

Available

Available

Document Management

Available

Available

Financial Insights

Available

Available

Activity Logs

Available

Available

Workpapers

Available

Available

Workflow and Automation

Available

Available

Self-Service Client Portal

Unavailable

Available

Custom Modules (up to 10)

Unavailable

Available

Ledger (up to 3)

Unavailable

Available

Add-On

Integrations

To streamline your practice management

* Available integrations vary based on the selected pricing plan for each product

Testimonial

Global Acclaim by Accounting Professionals

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Randy Johnston

Chairman and CEO, K2 Enterprises

The latest addition of Zoho Practice makes the entire Zoho platform more useful to accountants by providing access to multiple clients. Further, managing multiple team members is simplified. Zoho Practice is the extra boost your practice needs to recommend and use Zoho widely.

The latest addition of Zoho Practice makes the entire Zoho platform more useful to accountants by providing access to multiple clients. Further, managing multiple team members is simplified. Zoho Practice is the extra boost your practice needs to recommend and use Zoho widely.

Randy Johnston

Chairman and CEO, K2 Enterprises

Play testimonial

FAQ

Questions you might have before signing up

  • How many users can I include in my Zoho Practice account?

    Zoho Practice allows you to add up to five users. This is a great way to get started with the software and make the most out of it for your accounting practice.

  • What if I need more than five users?

    If your practice requires more than five users, you can purchase user add-ons for your account. Each user add-on grants access to Zoho Practice for additional users and costs per user. Please note that you could also opt to join our partner program and access Zoho Practice for free.

  • Is Zoho Practice still free?

    Zoho Practice continues to offer a free plan exclusively for Zoho Finance partners with core features like client management, task management, insights management, and collaboration, which can be leveraged for essential practice management needs of an accounting firm. In addition, they get access to use advanced features and functionalities for their firm's unique requirements designed to streamline the workflow, automate tasks, manage ledgers, and other software clients.

  • Can I get access to the Standard or Premium plans before I commit?

    Absolutely! We offer a free trial of 14 days for both Standard and Premium plans, allowing you to explore their advanced features and see how they can benefit your firm.

  • Can you explain more about the ledger add-ons for my Zoho Practice account?

    Each ledger can handle the financial transactions for a single business entity. If you manage the finances for multiple businesses with distinct accounting requirements, you might need more ledgers. You can add them on an individual basis at a cost of approximately per ledger, per month. Contact us at support@zohopractice.com for more details.

  • What is the Zoho Practice Client Portal?

    If your clients are not using Zoho Books or any of the Zoho Finance applications, and still if you have to use Zoho Practice and interact with your clients, the client portal will come in handy. This capability allows you to interact with your clients securely and efficiently even if they use any other accounting system. It provides a seamless way to exchange documents, request information, and gather feedback from your clients, even if they use legacy accounting systems.

  • How to Become a Zoho Practice Partner

    To become a Zoho Practice partner, register for the program by providing your company details and expertise, and familiarize yourself with its essential features and advanced features like Workpapers, Ledgers, Client Portal, Customization, and Workflow Automation. Complete the mandatory Training and Certification Program to get certified, unlock exclusive benefits, and start promoting Zoho Practice to grow your business.

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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