Collaborate with key stakeholders
Invite multiple users, including accountants, to Zoho Books. Offer your customers and vendors dedicated self-service portals. Enjoy simplified and secure collaboration with Zoho Books.
Onboard users with clearly defined roles
Add new users to your Zoho Books organization with secure role-based access to modules and operations. Pick from default roles or create a custom role for every new user.
Pre-defined user roles
Pick from existing user roles with varying degrees of access to modules and permission to view, edit, and delete records. Onboard users with Staff, admin, and timesheet privileges in a click.
Custom user roles
Create custom roles with specific access and permissions for your staff. Establish roles that allow them to perform their necessary tasks, limit unrelated access, and improve security.
Customer owners
Streamline your team's workload and eliminate confusion with the customer ownership feature. Assign specific team members to manage individual customers and vendors to prevent overlapping responsibilities.
Manage user activity
View recent user activity
Track user activities on Zoho Books and promote accountability, improve security, and identify processes requiring improvements. Further, simplify compliance with industry regulations.
Restrict user access temporarily
Toggle user status to ‘inactive’ to temporarily restrict access without deleting accounts. Reactivate users at any time to original privileges.
Collaborate with accountants and bookkeepers
Zoho Books for accountants
Invite your accountant to join your Zoho Books account to manage books for your business from anywhere. Your accountant/bookkeeper will be able to perform key financial management activities with this role.
Seamless integration with Zoho Practice
Accountants can further simplify managing multiple clients, centralize accounting firm management, and enhance their service offering by integrating their clients’ Zoho Books account with Zoho Practice. Learn more about Zoho Practice.
Offer Self-service portals
Collaborate on customer portal
Offer your customers a dedicated self-service portal. Here, they may accept quotes, view all transactions, negotiate, and even make online payments for their purchases. All changes and alerts reflect in your Zoho Books organization in real time.
Bring your suppliers into the loop
Enable the vendor self-service portal to simplify communication. Let vendors upload invoices, monitor payments, access purchase orders you generate, and review all past transactions and agreements effortlessly.
Communicate contextually
From dropping comments on transactions and documents to live chat, audio, or video call/conferences; quickly converge on decisions with contextual communication channels on Zoho Books.
Comments and history
Leave comments on transactions to add context or to ask questions. Collaborate with colleagues or communicate and negotiate with your customers and vendors using comments. The comments and history section further tracks changes made.
Initiate chats and conferences
Chat via text, voice, or video (one-on-one or as a group) directly from relevant transactions, items, or contacts—features powered by Zoho Cliq (no separate purchase required). Promote efficient communication to ensure all discussions are relevant, focused, and easy to track over time!
Collaborative task management
Create and assign tasks
Easily create tasks from any module, whether it's documents, contacts, or items. Assign them to the right people, set priorities, and other details to ensure they get done efficiently.
Organize and manage tasks
As the task progresses, users can update its status, completion percentage, and further add comments. Plus, use advance reminders to send timely prompts!
