New Product - Zoho Practice
New Product - Zoho Practice
10th November 2023
Introducing Zoho Practice: the latest advancement in the Zoho Finance Suite, carefully crafted for the contemporary accounting firm. Set to launch on November 15th, Zoho Practice transcends traditional software; it's a holistic practice management solution meticulously designed to enhance the intricacies of an accountant's workflows. Through seamless integration with Zoho Books, Zoho Expense, and Zoho Payroll, accounting professionals using Zoho Practice will enjoy unprecedented efficiency in managing practice operations, accessing clients' accounting transactions, cash flow data, expenses, and pay run information.
Zoho Practice not only provides access to vital data but also empowers accountants with features like tax compliance alerts, client financial insights, book reviews addressing anomaly detection and transaction irregularities, centralized client engagement, well-organized task management, and secure documentation. All these elements converge to foster firm growth and deliver service excellence.
Before the advent of Zoho Practice, accountants juggled multiple applications and logins to handle various aspects of clients' accounting, bookkeeping, and financial data. With Zoho Practice, this platform becomes the singular source of truth for all audit and accounting services.
Target Audience
Zoho Practice is tailored for CPAs (Certified Public Accountants), Chartered Accountants and Book Keepers.
Pricing
Upon its launch, Zoho Practice is offered at no cost to Book Keepers and Accountants already using any Zoho Finance suite products, especially Zoho Books, Zoho Expense, and Zoho Payroll.
Features
Insights and Books Review
The system facilitates decision-making by providing alert-driven insights into financial anomalies, transaction irregularities, and account activities. Accountants can easily track and resolve issues like duplicate entries, reconcile transactions, review cash flows, and identify clients with outstanding tax returns.
Client Management
Streamlined client onboarding and easy importation of existing clients allow for comprehensive management of client records on a unified platform.
Client Request
Centralised communication streamlines client requests, discussions, document sharing, and the conversion of inquiries into tasks. It also incorporates book review questionnaires and utilizes Zoho Sign for document e-signatures.
Task Management
The platform simplifies daily task management by setting up and assigning client tasks, integrating reminders, creating recurring tasks, and offering templates for regular non-scheduled tasks.
Secure Document Storage
Accountants can ensure centralized storage of all client-related documents, improving access and ensuring heightened security for secure remote collaboration.
Timesheets and Billing
Every billable minute is meticulously recorded, ensuring precise tracking of work through timesheets for client charges, seamlessly converting these charges into firm revenue.
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