Zoho Practice is a comprehensive practice management solution designed specifically for accounting firms, consulting agencies, and professional service providers. From client management and project tracking to billing and financial reporting, our platform helps you streamline operations while delivering exceptional client service.
Client Management
Centralized client database with complete profiles, communication history, and document storage.
- Unified client profiles
- Communication tracking
- Document management
- Client portal access
Project & Task Management
Plan, track, and manage client engagements with customizable workflows and timelines.
- Custom project templates
- Task assignment & tracking
- Time tracking
- Milestone management
Billing & Invoicing
Streamline billing processes with automated invoicing, payment tracking, and revenue recognition.
- Automated invoicing
- Time-based billing
- Payment tracking
- Revenue analytics
Financial Management
Integrated financial tools for expense tracking, budgeting, and financial reporting.
- Expense management
- Budget tracking
- Financial reporting
- Profitability analysis
Client Collaboration
Secure client portal for document sharing, communication, and project collaboration.
- Secure document sharing
- Client communication portal
- Approval workflows
- Real-time updates
Security & Compliance
Enterprise-grade security with compliance features for data protection and privacy.
- Data encryption
- Access controls
- Audit trails
- Compliance reporting
Practice Workflow
Why Choose Zoho Practice?
Increased Efficiency
Automate routine tasks and streamline workflows to focus more on high-value client work.
Scalable Platform
Grow your practice without growing pains—our platform scales with your business needs.
Seamless Integration
Connect with Zoho Books, Zoho Invoice, and other Zoho apps for a unified business ecosystem.
What Professional Service Firms Say
Ready to Transform Your Professional Practice?
Join thousands of professional service firms who use Zoho Practice to deliver better client service while optimizing practice management.
