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.
Pricing
Per-organisation pricing:
- Starting from $49/org/month, scaling up to $179/org/month
Reviews
Review data being updated.
Features
Workflow Management
| Feature | Supported |
|---|
| List view | Yes |
| Kanban view | Yes |
| Job/work templates | Yes |
| Recurring jobs | Yes |
| Subtasks | Yes |
| Task dependencies | Yes |
| Automations | Yes |
| Custom statuses | Yes |
| @Mentions | No |
| Statutory due dates | No |
Client Management
| Feature | Supported |
|---|
| Client directory | Yes |
| Contacts | Yes |
| Client groups | Yes |
| Custom fields | Yes |
| Tags | Yes |
| Notes | Yes |
| Leads | Yes |
| CRM sync (QBO) | No |
| CRM sync (Xero) | No |
Client Portal
| Feature | Supported |
|---|
| Client portal | Yes |
| Client tasks/requests | Yes |
| File uploads | Yes |
| Secure messaging | Yes |
| Scheduling | No |
| E-signatures | Yes (via Zoho Sign) |
| White label/custom branding | Yes |
Email
| Feature | Supported |
|---|
| Outlook integration | No |
| Gmail integration | No |
| Shared inboxes | No |
| Email-to-task | No |
| Email templates | Yes |
| AI email drafting | No |
| AI email summarization | No |
| View all client comms | Yes |
Time Tracking & Billing
| Feature | Supported |
|---|
| Time tracking | Yes |
| Timers | Yes |
| Invoicing | Yes |
| Fixed fee & hourly billing | Yes |
| Recurring billing | Yes |
| Online payments | Yes |
| WIP tracking | No |
| Write up/down | No |
| Realization reporting | No |
| QBO invoice sync | No |
| Xero invoice sync | No |
Document Management
| Feature | Supported |
|---|
| Document storage | Yes |
| Folders | Yes |
| Folder templates | No |
| File sharing with clients | Yes |
| SharePoint integration | No |
| Google Drive | No |
| Dropbox | No |
Reporting
| Feature | Supported |
|---|
| Time reports | Yes |
| Billing reports | Yes |
| Capacity/workload | Yes |
| Revenue insights | No |
Proposals & Engagement
| Feature | Supported |
|---|
| Proposals | No |
| Engagement letters | No |
| E-signatures on engagements | Yes (via Zoho Sign) |
Integrations
| Feature | Supported |
|---|
| QuickBooks Online | No |
| Xero | No |
| Outlook | No |
| Gmail | No |
| Zapier | Yes |
| Make | No |
| API | Yes |
| Webhooks | Yes |
Security & Admin
| Feature | Supported |
|---|
| User roles | Yes |
| Custom permissions | Yes |
| 2FA/MFA | Yes |
| SSO | Yes |
| SOC 2 | Yes |
| Client access controls | Yes |
AI Features
| Feature | Supported |
|---|
| AI email drafting | No |
| AI email summarization | No |
| AI task suggestions | No |
| AI document classification | No |
| AI search | No |
Mobile
| Feature | Supported |
|---|
| Mobile-friendly (internal) | Yes |
| Native mobile app (internal) | No |
| Native mobile app (client portal) | No |
Compliance & Regulatory
| Feature | Supported |
|---|
| HMRC integration | No |
| Companies House integration | No |
| ATO integration | No |
| IRS transcript pulls | No |
| MTD support | No |
| Statutory deadline tracking | No |
Support & Onboarding
| Feature | Supported |
|---|
| Chat support | Yes |
| Email support | Yes |
| Phone support | Yes |
| Dedicated rep | No |
| Onshore support | — |
| Free onboarding | Yes (DIY) |
| Paid onboarding packages | No |
| Knowledge base/docs | Yes |