Cloud accounting software.
Managing an accounting firm can be complex, but it doesnβt have to be. Zoho Practice is an all-in-one practice management solution designed to streamline your operations, enhance client collaboration, and boost productivity. By consolidating all your firmβs activities into a single platform, you can say goodbye to administrative headaches and focus on what you do best that is serving your clients.
Zoho Practice is a specialized practice management software built for modern accounting and bookkeeping firms. It acts as a centralized hub that allows you to manage clients, track tasks, collaborate with your team, and handle documents seamlessly. It is an extension of the Zoho Finance suite, designed to help firms of all sizes improve operational efficiency and provide a better client experience.
Onboard clients with ease, manage all client data in one place, and assign tasks to staff members.
Facilitate seamless communication through in-app messaging, secure document sharing, and client portals.
Automate routine tasks, set up reminders, and use templates to save time.
Securely store and organize all client documents in a centralized location.
Gain real-time insights into your firm's performance with a dashboard and custom reports.
Effortlessly track billable hours and generate invoices from timesheet data.
As a cloud-based application, Zoho Practice is highly flexible and accessible. It is a web-based platform that can be used on any modern web browser. It also has a strong native mobile and desktop presence through its integrations, allowing you to manage your practice on the go.
Since it is a web-based, cloud application, Zoho Practice supports any operating system that can run a modern web browser, including Windows, macOS, and Linux. You can also access it through the mobile apps of its integrated Zoho products on iOS and Android.
The cost varies based on your firm's size and feature requirements. Zoho Practice is typically priced on a per-user, per-month basis, with a discount for annual billing. It's best to contact Zoho's sales team for a custom quote.
Zoho Books is a comprehensive accounting software for businesses to manage their financial transactions, while Zoho Practice is a practice management platform built for accounting firms to manage their clients and internal workflows. Zoho Practice builds on Zoho Books by adding specialized tools like client collaboration, task management, and timesheet tracking.
Zoho Practice and Zoho Books are seamlessly integrated as part of the Zoho Finance suite. You can connect the two applications within the settings of Zoho Practice, which allows you to import clients and sync financial data, providing a unified view of your practice and client finances.
The cost of practice management software varies widely. Some entry-level solutions start at around $30 to $50 per user per month, while more advanced platforms can cost several hundred dollars or more per month, depending on the features, number of users, and scale of the firm.
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