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ZOHO Practice Standard

ZOHO Practice Standard
New
ZOHO Practice Standard
from
R0.00
  • Stock: In Stock
  • Brand: ZOHO
  • Model: DJ-0000486
Create unlimited custom product blocks and display them in accordions or tabs or open blocks. Each block can be assigned to all products at once or specific products according to advanced criteria.
Create unlimited custom product blocks and display them in accordions or tabs or open blocks. Each block can be assigned to all products at once or specific products according to advanced criteria.

Features that make your practice perfect

Client Management

  • Bring clients on board
  • Assign staff to clients and tasks
  • No more chasing clients
  • All client communication in one place

Client Collaboration

  • Simplify collaboration with client requests
  • Instant connect with chat initiations
  • Streamline questionnaires in a single place
  • Comprehend the key insights
  • Digital Signatures
  • Collaborate instantly with WhatsApp integration

Financial Insights

  • Aged receivables and payables
  • Cash flow insights
  • Insights
  • Bank transactions
  • General Ledger

Workpaper

Get all relevant documents from your clients in one place. Collaborate with clients regarding missing documents and ensure all team members have access to all relevant data and documents.

Ledger

Practice clients who use ZOHO Ledger can integrate into ZOHO Practice and all relevant data are at the finger tips of the team members to make informed decisions and advise clients accordingly.

Self-service Portal

This portal improves interaction with Practice clients, especially those with legacy accounting systems. It improves communication and document sharing in order to expedite tasks timeously and meet deadlines.

  • Client management for everyone
  • Collaboration and workflow management
  • Client reviews
  • Digital Signature
  • Portal dashboard

Task Management

  • Add tasks in seconds
  • Automate task creation with recurring tasks
  • Get organized with task templates
  • Get a clear overview on all tasks
  • Bulk update tasks

Timesheets and Billing

  • Efficient task delegation
  • Live time tracking
  • Transparent time logs for clients
  • Versatile billing options
  • Simplified invoicing experience

Secure Document Storage

  • Effortless document management
  • Document signing
  • Document formats

Practice Workflow Automation

  • Set the rules
  • Action-packed automation
  • Automate external applications
  • Field updates and custom functions
  • Workflow logs
  • Schedules

Tailor your practice with custom modules

  • Create custom modules
  • Efficient data collection
  • Custom views

Dynamic client customization

  • Custom field
  • Custom status
  • Email Customization

Powerful and unified integrations

  • Streamlined accounting and bookkeeping
  • Easy expense management
  • Swift document signing
  • Quick communication

Automation

  • Templates and notifications
  • Task reminders

Activity logs and audit trails

  • Stay on top of your accounting operations
  • Real-time activity tracking
  • User-accountability
  • Detailed audit trails
  • Historical activity archive

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Builder in Product TAB

NEW! Since Journal 3.2, the much improved T.A.B (Tabs Accordion Blocks) system supports the page builder inside the tab content. Unlimited Blocks, Tabs or Accordions with any HTML content or the builder interface (supporting custom rows/columns/modules) can be assigned to any individual product or to certain groups of products, like entire categories, brands, products with specific options, attributes, price range, etc. You can indicate any criteria via the advanced product assignment mechanism and only those products matching your criteria will display the modules. Also, any module can be selectively activated per device (desktop/tablet/phone), customer login status and other criteria. Imagine the possibilities.