Our Services
Services to CA Firms & Tax Consultants
Zoho Books enables structured bookkeeping and automation for CA firms/Tax Consultants handling multiple clients.
Services Provided:
Zoho Practice: (The Ultimate Practice Management Software)
- Import & manage all clients in centralized portfolio.
- Manage tasks, create recurring tasks, and templates for each clients
- Store & access documents and collaborate with clients in a secure platform
- Create client request & engage with them through chat & comments
- Stay in control of every billable minute with intuitive timesheets
- Track pending actions, spot anomalies, analyze trends & receive timely alerts
- Gain complete Visibility into practice activities through detailed audit trail & logs
- Get complete financial insight with the zoho books, zoho expense & zoho payroll integration
Zoho Books: ( A GST-Compliant, Cloud-Based Accounting Solution)
- Cloud-based, paperless accounting
- GST Compliant accounting software
- Automatic bank feeds, trasaction matching & bank reconciliation
- complete inventory tracking, recording inventory changes in real time, detailed inventory reports & more within zoho books
- Recurring expenses & easy billing management
- seamless online payment & automated reminders
- Effective project management for managing multiple projects, including multi-project expense recording & more
- SMS notification & reminder emails on payment
- Your own document archive right inside zohobooks
- 70+ insightful reports & advanced analytics
Zoho Expense: (A GST Compliant Online Expense Reporting Application)
- GST-compliant expense management
- Autoscan receipt in 10+ languages
- Direct reimbursements through partner bank
- Custom expense reporting
- Automatic workflow approvals for expenses
- Ensure policy compliance using spending limits
- Dedicated audit trail report & effective expense auditing
- Sync expense data automatically with your accounting software or zohobooks
Zoho Payroll: (A Tax Compliant Payroll management Software)
- Automatic payroll calculations
- Straightforward statutory compliance (PF, ESI, LWF, PT, Bonus)
- Diverse compensation structures to reflect your organization's hierarchy
- Online transfer of salary to your employees through partner banks
- Collect professional tax accurately & prepare employees to file IT returns
- Automatic recording of payroll expenses & tax liabilities in the respective zoho books account
Outcome: Increased productivity and structured compliance workflows.