Zoho Books enables structured bookkeeping and automation for CA firms/Tax Consultants handling multiple clients.
Services Provided:
Everything you need, in one place
Zoho Practice
The Ultimate Practice Management Software
Import & manage all clients in centralized portfolio.
Manage tasks, create recurring tasks, and templates for each clients
Store & access documents and collaborate with clients in a secure platform
Create client request & engage with them through chat & comments
Stay in control of every billable minute with intuitive timesheets
Track pending actions, spot anomalies, analyze trends & receive timely alerts
Gain complete Visibility into practice activities through detailed audit trail & logs
Get complete financial insight with the zoho books, zoho expense & zoho payroll integration
Zoho Books
A GST-Compliant, Cloud-Based Accounting Solution
Cloud-based, paperless accounting
GST Compliant accounting software
Automatic bank feeds, trasaction matching & bank reconciliation
complete inventory tracking, recording inventory changes in real time, detailed inventory reports & more within zoho books
Recurring expenses & easy billing management
seamless online payment & automated reminders
Effective project management for managing multiple projects, including multi-project expense recording & more
SMS notification & reminder emails on payment
Your own document archive right inside zohobooks
70+ insightful reports & advanced analytics
Zoho Expense
A GST Compliant Online Expense Reporting Application
GST-compliant expense management
Autoscan receipt in 10+ languages
Direct reimbursements through partner bank
Custom expense reporting
Automatic workflow approvals for expenses
Ensure policy compliance using spending limits
Dedicated audit trail report & effective expense auditing
Sync expense data automatically with your accounting software or zohobooks
Zoho Payroll
A Tax Compliant Payroll Management Software
Automatic payroll calculations
Straightforward statutory compliance (PF, ESI, LWF, PT, Bonus)
Diverse compensation structures to reflect your organization's hierarchy
Online transfer of salary to your employees through partner banks
Collect professional tax accurately & prepare employees to file IT returns
Automatic recording of payroll expenses & tax liabilities in the respective zoho books account
OUTCOME
Increased productivity and structured compliance workflows.
Ready to get started with CA Firms & Tax Consultants?
Talk to a BIZ PRO specialist about a tailored Zoho Books rollout for your business.