Karbon
Practice management platform built for accounting firms with workflow automation, team collaboration, and client management tools.
Zoho Practice
Zoho Practice is a practice management platform from Zoho designed for accounting firms. It covers workflow automation, client management, document handling, time tracking, and invoicing, with deep integration across the Zoho ecosystem (Zoho Books, Zoho CRM, Zoho Sign, and others).
Firms already using Zoho products get connected data flow between their accounting, CRM, and practice management — client records, invoices, and documents sync across applications without manual transfers. The platform includes workflow templates for recurring engagements, a client portal for document exchange, and deadline tracking.
Zoho Practice is best suited for firms that are invested in the Zoho ecosystem or looking for an affordable practice management option. Firms that use Xero, QuickBooks, or other non-Zoho accounting platforms may find the integration options more limited.
Related Practice Management Software
Capium
Cloud practice management suite for accountants offering bookkeeping, payroll, tax, document management, and client portal tools in an integrated platform.
Canopy
Cloud practice management for accounting firms with client management, document management, workflow, time and billing modules.
Mango Practice Management
Practice management suite for accounting firms offering time and billing, project management, client portal, and payment processing in one platform.