ZOHO Practice: Efficient Practice Management for Accounting Firms
Zoho Practice seamlessly streamlines client onboarding, task management, document collaboration, and insights, all within the Zoho Finance ecosystem.
Built specifically for accounting firms, this cloud-based solution enables you to manage multiple clients, assign staff, track billable hours, and stay on top of compliance alerts, all from a unified dashboard.
With automated workflows, in-app communication, and real-time financial data from integrated Zoho apps like Books and Payroll, zoho practice is designed to simplify your operations and elevate client service.
About Zoho Expense
Zoho Practice is a specialized practice management platform crafted for accountants. It builds upon Zoho Books by adding client-centric workflows, collaboration tools, task tracking, timesheets, billing, and real-time insights.
It lets firms manage multiple clients, communicate efficiently, and automate recurring tasks within the broader Zoho Finance suite.
KEY FEATURES OF ZOHO PRACTICE
With Zoho Practice, here’s what you can expect:
Client Onboarding & Management
Import clients from Zoho Finance apps or create new ones in seconds.
Task & Timesheet Tracking
Assign tasks, use templates, track time, and convert it into billable invoices.
Document & Communication Hub
Collaborate via in-app chat, comments, document sharing, and client portal.
Compliance Alerts & Insights
Get proactive alerts for tax deadlines and analyze financial trends via Insights.
Workpapers & Audit Tools
Automatically fetch financial statements, compare, review, and manage compliance workflows.
Audit Trail & Activity Logs
Detailed logs provide full visibility into all actions—great for audits.
Zoho Ecosystem Integration
Seamless sync with Books, Payroll, Expense, Inventory, Mail, Cliq, and Sign.
Benefits of Zoho Practice
Frictionless Workflow
All-in-one task, client, and billing automation reduces manual effort.
Enhanced Collaboration
Keep communication, documents, and tasks in one hub.
Scalable & Alert-Driven
Grow with ease while staying compliant through automated alerts.
Audit-Ready & Transparent
Activity logs and workpaper features support compliance.
Deep Platform Integration
Access financial data from across Zoho apps seamlessly.
Why Choose FGrade?
01
Migrations
FGrade handles seamless migrations to Zoho Practice, ensuring your data is transferred accurately and securely. Our successful track record speaks for itself.
02
Certified Experts
Our team comprises certified professionals with extensive training in Zoho Practice and other Zoho products. Trust us to manage your HR systems with the utmost expertise.
03
Great Price Discounts
At FGrade, we're ready to help you implement Zoho Practice confidently, customizing workflows, setting up approvals all these at lower prices.
Discover how Zoho Practice can streamline your business
Reach out to the FGRADE Concierge Team for a free consultation!
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Frequently Asked Questions
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What is the difference between Zoho Books and Zoho Practice?
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