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Zoho Books vs CARET Legal Comparison

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Overview

Category Leaders

Zoho Books is an online accounting software designed to streamline back office operations, automate workflows, and allow...

Category Leaders

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

20

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

89

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.4

639

5

4

3

2

1

356

217

42

11

13

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

4.5

131

5

4

3

2

1

95

20

8

6

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
would recommend this app

Pros

I also like that I can attach receipts to my expenses. I'm very thankful for Zoho Books and hope they continue to meet the needs of sole proprietors like me.
To conclude, Zoho Books is easy to understand and its configuration is quick and easy. The automation of the system is great and you save a lot of time.
That said, the Zoho family of products are solid, so if you have need for an accounting product and you are familiar with accounting software, this product would be a great choice.

Pros

When I have a question, I just type it into the help section and I receive either a phone call or email very promptly. As a solo, this product is amazing and does so much.
Integration with email is awesome and our staff gets a sense that your team is continually improving and adding options which makes it even more exciting.
Having the accounting "internal" for both trust & non trust accounts is a great help in not needing to use Quickbooks, then re-enter/log the checks, costs, details.

Cons

The payment plans are a little frustrating. The limits are on the number of contacts and as a business with lots of contacts and only one transaction often per contact it gets really expensive.
Bad automatic matching, paypal multi-currency feed all over the place.
The another problem of this software is that this software is very difficult for the new users and it is not so easy to learn how to handle our accounts and invoices.

Cons

Until recently, we could live with those glitches. However, the software now refuses to delete emails from my Inbox and the company cannot correct this problem.
It has been one of the worst conversions we have ever experienced.
There isn't much to say in terms of negative content that I personally have experienced.
  • Vendor responds to reviews
  • Last review20 days ago
  • Vendor responds to reviews
  • Last review5 months ago

Key features

  • Total features96
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Asset Accounting
  • Audit Management
  • Audit Trail
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Bankruptcy Case Management
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Budget Tracking
  • Budgeting/Forecasting
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Cash Flow Management
  • Cash Management
  • Catalog Management
  • Chart of Accounts
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Core Accounting
  • Cost Management
  • Credit Card Processing
  • Critical Date Alerts
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Filing
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Exemption Management
  • Expense Claims
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For AEC Industry
  • For Family Law
  • For Government
  • For Lawyers
  • For Legal Professionals
  • For Medical Purposes
  • For Real Estate
  • For Small Businesses
  • For Trucking Industry
  • Forms Automation
  • Forms Management
  • Full Text Search
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Journal Entry Processing
  • K-12
  • Legal Case Management
  • Legal Forms Library
  • Mobile App
  • Mobile Payments
  • Multi-Company
  • Multi-Currency
  • Nonprofits
  • Notes Management
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Optical Character Recognition
  • Payment Processing
  • Payment Reconciliation
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Time Tracking
  • Projections
  • Purchase Order Management
  • Purchase Order Reconciliation
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Receipt Management
  • Receivables Ledger
  • Records Management
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • SMS Messaging
  • SSL Security
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Spend Management
  • Summary Reports
  • Supplier Management
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Tax Compliance
  • Tax Filing
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Timesheet Management
  • Transaction Management
  • Trust Accounting
  • Two-Factor Authentication
  • Vendor Management
  • Version Control
  • Workflow Management
  • Total features122
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Asset Accounting
  • Audit Management
  • Audit Trail
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Bankruptcy Case Management
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Billing Rate Management
  • Budget Tracking
  • Budgeting/Forecasting
  • Built-in Accounting
  • CRM
  • Calendar Management
  • Case Management
  • Case Notes
  • Cash Flow Management
  • Cash Management
  • Catalog Management
  • Chart of Accounts
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Conflict Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Core Accounting
  • Cost Management
  • Credit Card Processing
  • Critical Date Alerts
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Check-In/Out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Electronic Filing
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Exemption Management
  • Expense Claims
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For AEC Industry
  • For Family Law
  • For Government
  • For Lawyers
  • For Legal Professionals
  • For Medical Purposes
  • For Real Estate
  • For Small Businesses
  • For Trucking Industry
  • Forms Automation
  • Forms Management
  • Full Text Search
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Journal Entry Processing
  • K-12
  • Legal Case Management
  • Legal Forms Library
  • Mobile App
  • Mobile Payments
  • Multi-Company
  • Multi-Currency
  • Nonprofits
  • Notes Management
  • Online Invoicing
  • Online Payments
  • Online Time Tracking
  • Optical Character Recognition
  • Payment Processing
  • Payment Reconciliation
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Time Tracking
  • Projections
  • Purchase Order Management
  • Purchase Order Reconciliation
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Receipt Management
  • Receivables Ledger
  • Records Management
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • SMS Messaging
  • SSL Security
  • Sales Tax Management
  • Search/Filter
  • Secure Data Storage
  • Spend Management
  • Summary Reports
  • Supplier Management
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Tax Compliance
  • Tax Filing
  • Tax Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Timesheet Management
  • Transaction Management
  • Trust Accounting
  • Two-Factor Authentication
  • Vendor Management
  • Version Control
  • Workflow Management

Integrations

  • Total integrations138
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • Plaid
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • authorize.net
  • Total integrations18
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • Plaid
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • authorize.net

User reviews that mention these apps

E
AvatarImg

-Edward R.

Legal Services, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

CARET Legal logo

CARET Legal

Good Product -- would subscribe agan

Reviewed 7 years ago

Saves me about 3 hours a month on billing and other administrative tasks.

Pros

I like the ability that this product gives me to blend different types of billing methods within the same client. I have been searching for a product that would allow both hourly and flat fee billing by matter and not client.

Cons

Still trying to get my hands around the accounting module. Not sure if I am better to wait for full Quick Books integration to start using that functionality. Need to have some method for accounting for expense disbursement which does not require the entry of a check.

JM
AvatarImg

James M.

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

CARET Legal logo

CARET Legal

A comprehensive system that meets all of my practice management needs

Reviewed 7 years ago
Pros

The RPost (e-mail encryption and e-signatures) and LawPay integrations, along with all of Zola Suite's inherent features (case management, custom forms, document automation, document management, excellent time tracking, client portal, business and trust accounting, etc.) provide a seamless and paperless process from client intake and e-signature of the engagement letter to getting the work done to...

Cons

At one point, the e-mail integration was a bit buggy, and the merging of data from custom form fields for the document automation feature did not work as advertised on the training video. Fortunately, both of those issues have been resolved and have worked well since then.