Zoho Practice - 2026 Pricing, Features, Reviews & Alternatives

Zoho Practice is a comprehensive practice management solution designed specifically for accounting firms. The platform offers centralized client management capabilities that allow firms to onboard new clients, import existing client data, and maintain detailed records of client information. The centralized approach enables accounting professionals to cultivate extended client relationships through a unified platform that keeps all relevant information accessible and organized.

The platform facilitates real-time client collaboration through multiple communication channels. Accounting professionals can interact directly with clients via live chat functionality, exchange emails, collect necessary documents, and address client concerns promptly. The unified document repository feature provides a secure environment where firms can store, retrieve, and manage all client-related documents including contracts, invoices, and financial papers, ensuring that critical information remains protected while remaining readily available when needed.

Zoho Practice incorporates streamlined task handling capabilities that enhance operational efficiency within accounting firms. The system allows for the creation of client-specific tasks and the assignment of sub-accountants to handle particular accounting responsibilities. Users can set reminders, track progress on ongoing work, and categorize tasks based on client projects and priorities, which brings clarity to task organization and improves workflow management. The solution also includes sophisticated timesheet and billing functionality that ensures all billable moments are accurately captured and properly reflected in revenue calculations.