Zoom

Zoom is a video conferencing platform used by accounting firms for client consultations, team meetings, and remote collaboration. It supports video calls, screen sharing, recording and transcription, breakout rooms, and webinars.

Accounting firms use Zoom for client meetings (tax return reviews, financial planning discussions, advisory sessions), internal team meetings, and occasionally client-facing webinars on topics like tax planning. Screen sharing is a core workflow — firms walk clients through financial statements, tax returns, and reports during calls. The platform integrates with calendar apps, CRM systems, and scheduling tools like Calendly for booking.

Zoom is not accounting-specific and is used across industries. It is best suited as the video meeting layer for firms that do not use Microsoft Teams or Google Meet as their primary meeting tool, or that prefer Zoom’s standalone approach to video conferencing.