Zoho Practice consulting and implementation.
Aurnex helps accounting firms run Zoho Practice as the hub for clients and deadlines. We set up client records, recurring jobs, staff assignments, timesheets, billing and the client portal.
Zoho PracticeFour of this week's 18 jobs are blocked by client documents; 27 documents are still outstanding overall.
Four things we agree before configuring Zoho Practice.
Agreeing these with your team first means Zoho Practice is set up around your process, not the other way round.
Client and work management for an accounting practice
Clients, services, jobs, tasks, documents, time and billing
Accountants, practice managers and client-service teams
Accounting organisations, documents, communication and billing
- 01DiscoverProcess, users and reports
- 02DocumentRequirements and agreed scope
- 03ConfigureSet-up, migration and testing
- 04AdoptTraining, handover and support
Review current Zoho Practice features with Zoho.
Editions, regional availability and product features can change. Use Zoho's current product page to confirm what is available, then relate it to the documented requirement.
Product information based on official Zoho documentation.Zoho applications often planned with Zoho Practice.
Most businesses use Zoho Practice as part of a wider process. Integration options depend on the applications, editions and region, so Aurnex confirms them during discovery.
Zoho Practice questions for planning the right fit.
Does Zoho Practice support UK Making Tax Digital?+
Zoho lists an MTD dashboard for VAT and ITSA clients.
Which Zoho apps does Practice connect to?+
Zoho lists Zoho Books, Zoho Payroll, Zoho Expense and Zoho Inventory.
How does a Zoho Practice project with Aurnex start?+
Book a free 30-minute Zoho consultation. Online meeting. Aurnex reviews your current process and the other Zoho applications you use or are considering, then recommends an approach, the applications that fit and an appropriate delivery model before any configuration begins.