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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.

What is Zoho Practice?

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

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.

Why Choose Zoho Practice for Account Management?

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.

Zoho Practice Pricing

Plan Price (per org / month) Key Features
Free (Zoho Partners) ₹0 Access for authorized partners with Standard or Premium features.
Standard ₹2,950 Client management, task automation, workpapers, and collaboration tools.
Premium ₹8,950 Client self-service portal, up to 10 custom modules, and 3 ledgers.

(Prices are based on monthly billing and are subject to applicable taxes.)

Conclusion

Zoho Practice is a powerful, all-in-one platform designed to optimize accounting practice workflows. It simplifies client management, automates timesheets and billing, enhances collaboration, and ensures audit readiness, all while integrating deeply within Zoho’s financial ecosystem. 

Whether you're a small firm seeking efficiency or a growing firm needing advanced features, Zoho Practice scales with your needs.

Empower your accounting operations with Zoho Practice

streamlined, compliant, and client-focused!

Frequently Asked Questions

What is Zoho Practice used for?
Managing accounting client portfolios, tasks, collaboration, billing, compliance, and team workflows in a unified platform.
Is Zoho Practice free?
Yes, but only for Zoho Finance Partners. Otherwise, fees apply: Standard and Premium plans are available.
What is the difference between Zoho Books and Zoho Practice?
Zoho Books handles core accounting tasks like invoicing and reconciliation. Zoho Practice adds practice management features, client workflows, timesheets, collaboration, and insights layered on top.

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