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Virtual Office for Accounting Professionals


With a Virtual Office business management system , accounting professionals can run their businesses more efficiently. Save time and gain the ability to focus more on clients and less on IT functionality by utilizing the Zoho suite of applications:

  • Business Portal
  • Project Management
  • Invoicing
  • Online Reporting
  • Web Conferencing

These technology tools help you to automate and streamline your business processes for managing your employees, clients and finances. Each can be customized for your specific needs.

For example, you can organize, schedule and collaborate with Zoho Project Management and the business portal. Here's how:

  • You can set-up all work for accounting clients as project milestones for effective team work
    • Keep tasks separate by client & accounting group
    • Project progress is easily monitored
  • Simple task management solutions made it easy to track important billing and financial information & put it all on a schedule:
    • Reminders are sent to management and the staff
    • Work is properly assigned to the appropriate employees
    • Send helpful task and work deadline reminders to management and the staff, keeping everyone on schedule
    • Know exactly when work is completed, thanks to the simple task completion update tabs
  • Create a simple & easy system for all employees to use & adopt quickly
  • Flexible workspace features allow for data to be shared quickly & easily with clients
    • Clients can log on and see the status on their work, upload or download their financial records
    • Clients can communicate directly with the staff working on their jobs, at times convenient for the client

 

 

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