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The Ultimate Practice Management Software

Zoho Practice Overview

Zoho Practice is a comprehensive accounting practice management software designed to streamline and enhance the efficiency of accounting firms. It centralizes client management, enabling firms to onboard multiple clients and maintain detailed records in a unified platform. The software facilitates seamless collaboration through in-app chat and comments, allowing accountants to communicate effectively with clients and team members. Task management features help assign and track tasks, set reminders, and monitor progress, ensuring timely completion of accounting activities. Zoho Practice also offers document management capabilities, providing a secure environment to store, retrieve, and manage client-related documents such as contracts and invoices. Integration with the Zoho Finance ecosystem, including Zoho Books and Zoho Payroll, allows for comprehensive financial insights and compliance alerts, aiding in accurate business forecasting and timely tax filings. By consolidating essential practice management functions, Zoho Practice empowers accounting firms to deliver exceptional client service and drive business growth.

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Contact Details

  • Vendor Name Zoho
  • Founded 1996
  • Location United States
  • Employees 1000+

Support

  • Email Email

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


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Zoho Practice Features

  • Arrow Icon Staff Management
  • Arrow Icon Client Portal
  • Arrow Icon Client Management
  • Arrow Icon Workflow Management
  • Arrow Icon Document Management
  • Arrow Icon Due Date Tracking
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Task Management
  • Arrow Icon Time Tracking
  • Arrow Icon Project Management
  • Arrow Icon For CPA Firms
  • Arrow Icon Approval Workflow

Zoho Practice Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • NA

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Zoho Practice FAQs

Zoho Practice is a comprehensive accounting practice management software designed to streamline and enhance the efficiency of accounting firms. It centralizes client management, enabling firms to onboard multiple clients and maintain detailed records in a unified platform. The software facilitates seamless collaboration through in-app chat and comments, allowing accountants to communicate effectively with clients and team members. Task management features help assign and track tasks, set reminders, and monitor progress, ensuring timely completion of accounting activities. Zoho Practice also offers document management capabilities, providing a secure environment to store, retrieve, and manage client-related documents such as contracts and invoices. Integration with the Zoho Finance ecosystem, including Zoho Books and Zoho Payroll, allows for comprehensive financial insights and compliance alerts, aiding in accurate business forecasting and timely tax filings. By consolidating essential practice management functions, Zoho Practice empowers accounting firms to deliver exceptional client service and drive business growth.

  • No, Zoho Practice does not offer a free version.

  • Yes, Zoho Practice offers a free trial.

  • No, Credit Card details are not required for the Zoho Practice trial.

  • No, Zoho Practice does not offer an API.

  • Zoho Practice offers support with the following options:
    • Email

  • Zoho Practice supports the following languages:
    • English

  • Following are the typical users of the Zoho Practice:
    • Self-Employed , Small-Business , Midsize-Business

  • Zoho Practice supports the following deployment:
    • Cloud Hosted

  • Zoho Practice supports the following devices and operating systems:
    • Web-Based