Zoho Practice Roadmap
Hi - interested to understand the roadmap for this product. I think a number of people are watching to see if this is receiving investment prior to exploring more - but it appears to be very quiet on the development front.
How many clients can be added to Zoho Practice?
How many clients can be added to Zoho Practice without having their zoho app?
Recurring Task Lists in Zoho Practice
Is it possible to create a recurring tasks list in Zoho Practice? Looking to create a weekly task list with subtasks that once completed will repeat the next week and so on.
Is there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?
The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the admin
What is Workpaper in Zoho Practice?
What is the Workpaper Tab in Zoho Practice? Can't seem to find any documentation on it.
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
Add "Client" and "Project" to time entry in Zoho Practice
Time entry is a fundamental need of CPA firms. The time entry in Zoho Practice is too basic. Time entry should have Client > Project > Task (similar to Zoho People).
Add "Submit" for time entry (allow for time to be saved without submitting)
CPA firms require sophisticated time entry systems. One item missing from Zoho Practice is the ability to save time without submitting it.
Zoho Practice - Don’t miss out on potential Zoho customers!
Don’t miss out on potential Zoho customers! As an accountant, you want to grow your client base and offer them the best services possible. But what if your clients don’t have an organization under Zoho Books/Expense/Payroll? You can’t add them to your
Accountant Access to Books via Practice?
The marketing materials for Zoho Practice aren't terribly clear. The main feature I'm concerned about is whether or not my accounting firm can use Zoho Practice to access my Books securely without having to add them as a user. I have multiple companies,
Connecting Zoho Analytics to Zoho Practice
Looking to integrate Zoho Analytics to Zoho Practice to provide an additional level of client financial advisory services along with Zia insights. This will provide some enhanced, customizable reporting and dashboard capabilities.
Zoho Practice Downtime / Unable to Login
Dear Team, We are randomly unable to login to Zoho Practice since this morning. All our team members are reporting this issue. Work has come to a grinding halt and we are not getting any support or answers. This is a highly serious matter of concern for
Zoho Practice will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Practice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Zoho Practice - unable to add external (non-zoho customers) as clients
Critical Issue
Welcome to the Zoho Practice Community Forum!
Hello users! We launched Zoho Practice, our very own accounting practice management solution on 15th November 2023, and we're elated at the response we've received so far. Zoho Practice was crafted for accounting firms and professionals, considering their