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Gain real-time insights into your clients' expenses in one place

The Zoho Expense Partner Program allows CPA firms and financial experts to manage their clients' expenses in one dashboard, saving time to focus more on strategic financial advisory. The best part of joining? You can unlock exclusive benefits just for you.

With Zoho Expense, managing expenses has never been easier for my clients. It’s a scalable solution, combined with an intuitive interface and efficient receipt scanning, ensuring a smooth and user-friendly experience that outshines the competition

Josh Bleznick

Senior Accountant, Migrations Specialist
Josh Bleznick, Senior Accountant, Migrations Specialist, CPA, KDC, Zoho Expense partner

We have been a Zoho Expense partner since 2017. What is impressive is that they have been improving the solution year after year. There are many customizations to suit our clients' business needs, and their support team is eager to help and talk to you about new features.

Marie-Andrée Giroux,

Présidente/ CEO
Marie-Andrée Giroux,, Présidente/ CEO, CPA, Cofinia, Zoho Expense partner

With the mobile features such as organizing travel documents and the ability to easily snap pictures of receipts for expense categorization, Zoho Expense application makes traveling for business a breeze.



John Ota

Director of Finance Services
John Ota, Director of Finance Services, CPA, Zenatta Consulting, Zoho Expense partner
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Zoho Expense Partner Program

Modernize your practice and gain a competitive edge while
unlocking a wealth of benefits.

Exclusive offers

  • Enjoy Zoho Expense free for three years for your practice.

  • Offer your clients up to 25% off on their Zoho Expense subscription.

  • Get up to $2,500 worth of free client onboarding support for seamless transitions.View more

    • The free client expert-led
      onboarding package includes:

    • Setting up Zoho Expense for
      the client's organization

    • Adding users and configuring
      approval flows

    • Creating policies and budgets

    • Customizing modules and
      configuring integrations

    • Training your clients' employees
      on how to use Zoho Expense

Dedicated support

  • Dedicated Partner Manager, ready
    to assist
    .

  • Earn free CPE credits to stay ahead
    of the curve.

  • Early access to new features to
    leverage cutting-edge
    functionalities.

Co-marketing opportunities

  • Partner with us for exclusive
    co-marketing
    activities to
    spotlight your firm.

Why join the Zoho Expense
Partner Program?

Unified clients’ expense management software for CPAs
Real time corporate card feeds in Zoho Expense
Analytics, Zoho Expense
Clients’ travel and expense management for CPAs
ERP and Accounting integrations for CPAs and accountants

One dashboard, all client insights

Centralize client management with Zoho Practice. Manage all your clients' employee spending from a single, efficient dashboard, streamlining your advisory services. Try Zoho Practice now

Unified clients’ expense management software for CPAs

Real-time card feeds

Gain instant visibility into the expenses of your clients' employees with automatic card reconciliation, staying up to date on expenses across the organization.

Real time corporate card feeds in Zoho Expense

Superior financial control

Gain deeper insight and control over client finances, empowering strategic advice, approvals, and planning.

Analytics, Zoho Expense

Transform clients' T&E management

Introduce clients to Zoho Expense and help them automate their expense management from swipe to reimbursement, saving them time and money while enhancing accuracy and preventing fraud.

Clients’ travel and expense management for CPAs

Powerful integrations

Our robust solution seamlessly integrates with top accounting software like Xero, QuickBooks, and other leading ERP and accounting programs, giving you a unified platform to manage all your clients' finances.

ERP and Accounting integrations for CPAs and accountants

Join

now for exclusive set of benefits

Lead

the accounting industry with our next-gen software

Redefine

accounting practice management

Empower your clients:
Why choose Zoho Expense?

End-to-end automation

Automate the entire process from expense creation to approvals and reimbursements.

Cost control and compliance

Streamline T&E management with automated policy checks, expense audits, and spending limits, ensuring compliance and saving you time and resources.

Globally scalable

Zoho Expense supports multiple currencies, entities, languages, and compliances to make your clients' employee expense management a breeze.

360-degree visibility

Zoho Expense provides complete insights into clients' employee spending patterns for cost-saving opportunities.

Clients’ employee spend control Zoho Expense Compliant expense management tool for CPAs Globally scalable expense management partner for CPAs Employee expense management dashboard for CPAs Zoho Expense

End-to-end automation

Automate the entire process from expense creation to approvals and reimbursements.

Clients’ employee spend control Zoho Expense

Cost control and compliance

Streamlined T&E management with automated policy checks, expense audits, and spending limits, ensuring compliance and saving you time and resources.

Compliant expense management tool for CPAs

Globally scalable

Zoho Expense supports multiple currencies, entities, languages and compliances to make your clients' employee expense management a breeze.

Globally scalable expense management partner for CPAs

360-degree visibility

Zoho Expense provides complete insights into clients' employee spending patterns for cost-saving opportunities.

Employee expense management dashboard for CPAs Zoho Expense

Ready to transform your practice and offer exceptional service to your clients?

Contact Us
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