About Zoho Practice
What is Zoho Practice?
Zoho Practice is a practice management software for accounting firms from Zoho, designed to streamline accountant workflows and improve efficiency, collaboration, growth and client service. It consolidates a practice into one platform: firms can onboard and import clients, keep comprehensive client records, collaborate with clients in real time through live chat, email and document collection, and store contracts, invoices and financial papers in a secure document repository. Tasks can be created for selected clients, assigned to team members with reminders, and organised by client project and priority. Zoho Practice also offers timesheets and billing so billable time is captured, working papers to simplify audits, end-to-end accounting operations for small business clients, and a secure client portal. It supports customisation and automation of accounting processes, and Zoho offers a free trial, demos and weekly onboarding webinars.
Who is Zoho Practice for?
Zoho Practice is for accounting firms, including CA firms in India, that want a connected practice platform and especially those whose clients already use Zoho's accounting software.
What type of software is Zoho Practice?
Zoho Practice is listed under Practice Management Software.
What are Zoho Practice's core capabilities?
Zoho Practice's core capabilities cover clients, collaboration, documents, tasks and billing. Centralised client management lets firms onboard new clients, import existing ones and maintain full client records. Real-time collaboration includes live chat with clients, built-in email, comment threads and document collection, keeping client communication documented on one platform. A unified document repository stores contracts, invoices and financial papers securely. Task handling allows tasks to be created for selected clients, assigned to team members, given reminders, tracked and categorised by project and priority. Timesheets feed billing so billable time is not missed. For assurance work, extensive working paper capability simplifies audits, and firms can perform end-to-end accounting for small business clients from within the practice. A secure client portal supports collaboration with clients, and firms can customise processes and automate repetitive tasks to boost productivity.
- Deep native ecosystem sync with Zoho Books, Zoho Payroll, and Zoho Tax
- Enterprise-grade client communication portal and document vaults
Answers above are based on Zoho Practice's website, read on 6 Oct 2026.
- Free trial
- 15 Days Trial
- Deployment
- Cloud SaaS
- Mobile app
- Android & iOS
- Platforms
- Web, Android, iOS
- Notice sync
- No
- DSC tracking
- No
- WhatsApp bot
- Zoho Cliq/Gateway
- Proposals & e-sign
- Zoho Sign Sync
Who makes Zoho Practice?
Zoho Practice is a product of Zoho Corporation, a large, established, bootstrapped software company founded in 1996 with 19,000+ employees worldwide and no outside VC funding. Zoho Practice itself launched in November 2023 as a free (up to 3 users) practice-management tool pre-integrated with Zoho's broader accounting suite.
What CAs are saying about Zoho Practice
Zoho Practice has no reviews on SoftwaresForCA yet.
Wider market feedback
G2 and Capterra give Zoho high marks (4.4+/5) for ecosystem integration, stability, and UI polish; Indian CA users note the lack of native tax compliance auto-sync.
Editorial summary of public sources — see Sources below.
Screenshots
Key features
- ✓Task Management
- ◐Billing Management — With Zoho Books
- ◐Accounting — With Zoho Books
- ◐Expense — With Zoho Books
- ✓Zoho Integration
- ✓Document Management
- ✓Email Integration
- ✓Communication
- ✓Calendar
- ✓Timesheet
- ✓Reports
- ✓Android
- ✓IOS
- ✓Advanced Analytics
- ✓256 - Encryption
- ✓Client Portal
- ✓Role-based permissions
- ✓Free Trial
- ✓Zero Implementation Fee — Yes (₹0)
Show 19 more items (not supported or not yet verified)
- ✕Client Grouping
- ✕Kanban Board
- ✕Tally Integration
- ✕Razorpay Integration
- ✕Multi-firm
- ✕Lead & CRM
- ✕Whatsapp Integration
- ✕UDIN Tracking
- ✕Live Activity
- ✕Document Inward/Outward
- ✕Geo Location based Attendance
- ✕GST Return Tracker
- ✕IT Return Tracker
- ✕TDS Return Tracker
- ✕Notice Management
- ✕Agentic Workflows
- ✕Sprint Planner
- ✕Proposal Management Software
- ✕Visitor Management
- Year of Launch
- 2024
- Client Management
- Unlimited
Pricing
- ₹2,950 – ₹8,950 / month
Standard: ₹2,950/org/month billed annually (₹3,540/month billed monthly) — up to 5 users. Premium: ₹8,950/org/month billed annually (₹10,740/month billed monthly) — up to 5 users, adds self-service client portal, up to 10 custom modules, up to 3 ledgers. Additional users: ₹400/user/month billed annually (₹480/user/month billed monthly). Additional ledgers: ₹500/ledger/month billed annually. Free plan available to Zoho Authorized/Advanced/Premium partners only. 14-day free trial.
From the vendor's published pricing as of 28 Sept 2026. Confirm current prices with the vendor.
Limitations to know
Not an India-first tax return preparation tool; best suited for firms operating exclusively within Zoho Books.
- General task calendars; lacks native out-of-the-box India compliance due-date tracking for GST/ITR/ROC/TDS.