Non-Bookkeeping Client Tracking Needed
I am a tax firm with 200+ clients who do income tax work only. They do their bookkeeping. I would love one solution that would work for all my clients. I use TaxDome to manage clients and communications and as an online portal for uploading and downloading forms and documents. Do you see Zoho Practice getting to that point in the not-too-distant future? I am excited about what you might be able to do.