Systems for CA firms, consultancies and corporate teams
Spend your hours on clients, not on chasing documents and invoices.
Professional firms sell time and expertise, so every hour lost to admin is lost revenue. Document requests go unanswered, deadlines live in someone's head, and billing lags the work. We set up client onboarding, engagement tracking, time and billing, client portals and compliance calendars, usually on Zoho, so your team spends more time on client work.
What we set up
- Client onboarding: engagement letters, KYC documents and checklists collected through forms, not email threads.
- Engagement and deadline tracking: every client, service and due date in one place, with reminders before statutory deadlines.
- Time and billing: timesheets against projects in Zoho Books, invoices from approved time, and payment links.
- Client portal: clients see their invoices and statements, pay online and share documents securely.
- Proposals and pipeline: new-business enquiries tracked from first call to signed engagement.
For corporate teams
Internal tools, admin panels and Zoho One rollouts for established businesses modernising how departments work, plus IT controls reviews when the board or auditors ask. See business process consulting · See IS audit
Frequently asked questions
[1]Can Zoho handle time-based billing?
Yes. Zoho Books supports projects, timesheets and billing from approved time, and Zoho Creator can cover workflows specific to your practice.
[2]Can clients upload documents securely?
Yes, through a client portal or secure forms, with access limited to their own records.
Let's build something that works.
Tell us what you're trying to fix. The first consultation is free.