The options below allow you to manage your consent for the cookies that are set on this website. You can manage your preference anytime by visiting our cookie policy or by clicking on the cookie icon at the bottom-left corner of the webpage.
They are necessary for our website to function and cannot be switched off in our systems. They are essential in order to enable you to navigate around the website and use its features. If you remove or disable these cookies from your browser, we cannot guarantee that you will be able to use our websites.
Learn MoreThey allow us to remember the choices made by you (such as your user name, language or region) as well as other functionalities (such as controlling the cookie banner, redirection to a new page) in order to provide a more personalised online experience. These preferences are remembered (through the use of persistent cookies) so that you need not set them again the next time you visit the page.
Note : The live chat widget will not work if the functionality/preference setting is disabled.
Learn MoreThey help us improve the way our websites work (e.g. by ensuring that users are finding what they are looking for easily). These collect aggregate information about visits, navigations in the websites so that we can make improvement and report our performance. Analytics cookies may also be used to test new pages or features to understand how users adopt them.
Learn MoreWhen you visit some of our webpages that contain embedded content hosted on a third party platform such as YouTube videos, these third parties set cookies on your browser. We always opt for the most privacy friendly options provided by these parties, however these are not controlled by us. If you do not want these parties to set cookies on your browser on visiting our site, you should avoid visiting webpages that contain such embeds.
Learn MoreCheck out all the latest product updates in Zoho Practice
16 December 2024
Invite Clients to the Self-Service Portal
We've introduced the Self-Service Portal in the Premium plan of Zoho Practice that allows you to collaborate with your clients. They can send reviews, emails, and handle client and sign requests. This feature is also applicable for clients who use a different accounting software.
16 December 2024
Access Zoho Practice Ledgers
Zoho Ledger simplifies accounting by allowing you to manage transactions for clients who use a different accounting software. You can sync their bank accounts to import and reconcile transactions. This feature is available only to partners on the Premium plan of Zoho Practice.
16 December 2024
Organize Client's Data using Workpaper
We've introduced the Workpaper module, where you collect and organize your client's financial data. You can associate tasks, client requests, and journals with line accounts and prepare financial statements.
16 December 2024
Automate Workflows
You can now automate tasks like sending emails, updating fields, and triggering webhooks. You can set custom workflow rules and conditions, and associate actions such as email alerts, in-app notifications, and field updates. To create a workflow rule, go to Settings > Automation > Workflow Rules.
16 December 2024
Create Custom Modules
You can now create custom modules, record data, and optimize workflows to suit your unique business requirements. To create a custom module, go to Settings > Custom Modules > Overview.