Zoho Business Software for Accounting
The video below from Zoho explains how Zoho Finance Suite can be used for all business accounting processes either in house or for their own customers in the case of Accounting companies. Integrate to other Zoho apps such as Zoho CRM and Zoho Campaigns to assist with services such as bookkeeping, auditing and tax filing.
Zoho CRM can be used of course to manage the lead and customer base for any Accounting company:
- Capturing new leads from the business website contact form
- Lead conversion management
- Storing contact data, business related fields, financial information and so on.
- Email templates for repetitive accounting processes
- Workflow alerts based on time triggers such as tax return dates etc.
However, Accountants also need to keep their clients up to date on industry trends and their services, as well as sending reminders to clients about tax filing dates and so on.
This can be done in the form of newsletters and automated reminders, using Zoho Campaigns email marketing software, that just so happens to be integrated to Zoho CRM!