The company
TR Forensic Accountants Ltd is a UK-based accounting firm specializing in bookkeeping, VAT filings, tax returns, forensic accounting reports, and HMRC-related services. The firm also supports clients with claims, credits, and compliance management. Under the leadership of Director Tanzeel Rehman, the company has built a reputation for transparency, efficiency, and reliable financial guidance.
"Our mission is to make accounting easier and more accurate for every client. With Zoho, we’ve gone completely paperless. Almost every financial process is now automated and, honestly, that’s transformed how we work."
TANZEEL REHMAN,
DIRECTOR,
TR Forensic Accountants Ltd
The challenge
Before Zoho Books, TR Forensic Accountants relied heavily on manual processes. With a growing number of clients and regional compliance requirements, scaling these operations efficiently became increasingly difficult.
"In the early stages, everything was manual. We couldn’t easily identify which clients had paid, what was pending, or where their records were stored. It wasn’t sustainable as we grew."
TANZEEL REHMAN,
DIRECTOR,
TR Forensic Accountants Ltd
The firm faced several key challenges:
- Manual client tracking and fragmented record keeping
- Time-consuming reconciliation and payment follow-ups
- Lack of automation between accounting and CRM software
- Compliance inefficiencies across multiple regions
The solution
The firm adopted Zoho Books, integrating it with Zoho CRM and Zoho Expense to unify client management, accounting, and expense tracking. Migration was smoothly managed jointly by Zoho’s onboarding team and TR Forensic’s in-house IT experts.
Our IT team and Zoho support made the migration seamless. We moved all our data without losing a single record, and it was all set up much faster than expected.
Zoho Books became the central hub for all financial activity like invoices, notes, client communications, and remittances. Beyond standard use, the team also implemented a powerful automation for HMRC submissions.
"The best part about Zoho is that we could map Zoho Books fields directly to HMRC’s P7 tax forms. When a client fills in their information online, it’s automatically transferred into the official template. All we need to do is print and send it; it’s saved us hours of manual work."
TANZEEL REHMAN,
DIRECTOR,
TR Forensic Accountants Ltd
Benefits and ROI
Zoho Books has completely transformed TR Forensic Accountants’ efficiency and accuracy. They now enjoy:
- 70% reduction in time spent on invoicing and reconciliation
- 50% faster expense reporting with Zoho Expense’s auto-scan
- 90% fewer errors in tax filing and reporting
- 3x faster monthly financial closing cycles
- Significant annual cost savings by reducing dependency on third-party tools
"Zoho Books has made our operations completely time-efficient and error-free. Even with a growing client base, everything feels organized—no missed payments, no misplaced records, and no delays."
TANZEEL REHMAN,
DIRECTOR,
TR Forensic Accountants Ltd
She added, “The integration between CRM and Books has brought complete clarity across teams. Everyone can see exactly where a client stands—whether payment is pending, received, or overdue—and all communication is tracked in one place.”
Looking forward
The firm plans to expand its Zoho ecosystem further by adopting Zoho Analytics for advanced reporting and Zoho Billing for recurring billing management.
"Zoho has already streamlined 90% of our processes. But we still see more potential—like a consolidated financial dashboard that combines data from all Zoho Finance apps. The deeper we go, the more value we uncover."
TANZEEL REHMAN,
DIRECTOR,
TR Forensic Accountants Ltd
Reflecting on her Zoho journey, Rehman concluded, “Zoho Books has brought structure, accuracy, and peace of mind to our accounting. It’s like having a full finance team within one system.”
