Cloud accounting software.
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.
Zoho Products
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