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AccountingZoho CRM

Introducing Zoho Practice!

By November 21, 2023No Comments

Zoho has rolled out Zoho Practice – complete accounting practice management software!

What is Zoho Practice?

Zoho Practice will help simplify the daily operations of accounting firms.  You can access client data from Zoho Books and Zoho Expense as well as integrate Zoho Sign, Zoho Mail and Zoho Cliq.

The benefits of  a tool like Zoho Practice is that it will bring together the Zoho tools needed to manage your firm.  This includes the following:

  • Client management – provides a central way to manage all client activities while syncing automatically with each client’s Zoho Books
  • Collaboration – track your communications with colleagues or clients via chat or audio
  • Document management – store, access and collaborate on documents within a secure environment as well as use Zoho Sign to get your documents signed
  • Task management – assign tasks to your staff and track progress all in one place
  • Timesheets/billing – track and get paid for your billable time
  • Insights – provides a summary of pending actions, potential ledger anomalies and transaction irregularities – you can pull in data from Zoho Books, Zoho Payroll and Zoho Expense for further insignts
  • Activity trail – ensure full visibility to all actions with a client

What Is The Pricing?

Currently Zoho Practice is free per accounting firm for up to 3 users.  Additional users can be added a $3/user/month.  Zoho plans to add more advanced features and pricing plans in the near future.

Did you know The Marks Group is offering Zoho CRM Admin training? Check out our Events page to sign up!  Also, don’t forget to check out our Zoho Training Video library on our YouTube channel for more assistance with Zoho CRM and many other Zoho products! Feel free to contact us at with any questions or if you need Zoho support. Feel free to comment below. We’d love to hear your thoughts!

Dena Falek

Author Dena Falek

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