Manage Clients Using Zoho Practice

Zoho ERP helps you manage all your accounting needs in one place. However, if you want a dedicated app to collaborate closely with multiple clients, you can use Zoho Practice, an ultimate practice management software designed for accountant professionals.

Zoho Practice helps you organise client information, assign tasks to users, and track deadlines for important accounting work. You can use it to manage filings, audits, and recurring compliance tasks while keeping client data in a structured format. This makes it easier to manage daily accounting operations and meet deadlines.

When you add a client in Zoho Practice and associate them with Zoho ERP, a new organisation will be created for them in Zoho ERP. This allows you to manage transactions and related accounting information in a structure way, without mixing data across clients.

Zoho ERP also creates a list of tasks that need your attention based on activities in your client’s organisation. You can view this list under the Pending Reviews tab. This helps you review outstanding items and take the required actions on time. This list may include:

• Tax returns generated and require review for further action
• Clients or other users have not yet accepted the invitation to join your organisation
• Bank-related tasks such as unreconciled transactions, uncategorised transactions, and more that needs your review
• Journals that remain in the Draft status
• Bank statements that haven’t been added to a bank account

By reviewing this section regularly, you can stay on top of important tasks, maintain accurate records, and ensure that your accounting operations run smoothly.