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The Ultimate Practice Management Software

Meet Zoho Practice, the complete practice management software that streamlines accountant workflows for enhanced efficiency, collaboration, growth, and exceptional client service.

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Getting started with Zoho Practice
Every Wednesday, Time: 3:00 PM IST
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Global Acclaim

by Accounting Professionals
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‌Zoho Practice is going to be a game-changer for our bookkeeping service in Quebec, Canada. With around 60 clients, the platform's integration of Zoho Books, brings all the nice features & and insights of Books for all clients in one central hub.

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Marie Andree Giroux

President, Cofinia Conseil, Inc, Canada

Global Acclaim

by Accounting Professionals
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Zoho Practice is a complete solution that simplifies a CA firm's day-to-day operations, equipping them with the insights needed to provide exemplary services, and helping them manage their team efficiently.

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CA Sanjib Sanghi

Partner at S.SANGHI & CO

Global Acclaim

by Accounting Professionals
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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.

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Randolph P. (Randy) Johnston

Chairman and CEO, K2 Enterprises

Consolidate your practice into one platform

Centralize client management, foster real-time collaboration, minimize manual work, ensure timely compliance, and streamline your client's accounting and bookkeeping all in one platform — Zoho Practice.

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Centralised client management
Seamlessly onboard new clients, import your existing clients, and manage comprehensive records of client information, cultivating extended client relationships on a unified platform.
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Unified document repository
Store, retrieve, and manage all client-related documents like contracts, invoices, and financial papers in a secured environment.
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Streamlined task handling
Easily create tasks for select clients. Assign sub-accountants to handle specific accounting tasks, set reminders, track progress and categorize them based on client projects and priorities, ensuring clarity in task organization.
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Real-time client collaboration
Interact directly with clients through live chat, send emails, collect documents, and address their concerns promptly. Connect dedicated staff members with individual clients to foster deeper collaboration and enhance overall service quality.
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Clients insights and books review
Dive deep into your client's books to analyze their financial performance. Detect and rectify discrepancies in client data, ensuring a transparent view of their financial status, and making data-driven decisions to grow the business.
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Timesheets and billing
Never miss a billable moment. Our streamlined timesheets are designed for efficiency, ensuring every billable moment is accounted for and reflected in your revenue.
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Choose Zoho Practice.

Every accounting professional deserves a solution as dedicated as they are. A unified practice solution helps lighten the load.

Make your practice

perfect with Zoho

Integrations

The Zoho Finance ecosystem

Seamlessly manage your clients with Zoho Practice and enjoy the benefits of a fully integrated Zoho Finance ecosystem.

  • tick Streamline accounting and bookkeeping processes by centralizing client data in Zoho Books.
  • tick Manage payruns with Zoho Payroll.
  • tick Monitor expenses with Zoho Expense.

Tax-Alerts

Timely compliance alerts

Gain a 360-degree view of client data and deadlines, and receive timely notifications for tax filing.

  • tick Receive compliance alerts and file taxes promptly.
  • tick Plan accurate business forecast with real-time financial insights.
  • tick Stay updated and avoid last-minute hassles with our client dashboard and Receive compliance alerts.

Collaboration

Remote efficiency with Zoho Practice

Elevate your firm's agility with our remote login.

  • tick Eliminate the need for on-site visits and manage client portfolios anywhere, anytime.
  • tick Enable a flexible work environment; your team can deliver quality service from any location.
  • tick Save time and reduce costs, driving productivity without compromising service quality.
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Zoho Finance Partnership

Become a valued consulting partner of Zoho Finance applications and open doors to partnerships, networking, and business advancement.
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Need support for Zoho Practice?

Our dedicated team is here to help you with any queries or concerns. Contact us at

Focus on what really matters.

Deliver exceptional client service.

Contact us Now!
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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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New to Zoho Practice ?

Schedule a demo and get your questions answered by our product experts

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