CPA Process Flow
1
Leads: Capture, Nurture, Qualify, Convert
From capturing and nurturing leads to qualifying them through sales appointments and converting them into clients. Automation handles lead creation, follow-up emails, appointment tasks, and the creation of Account, Contact, and Client Service records upon conversion.
2
Zoho CRM: Portal Invitation, Onboarding, Build Client Service and Proposal
Zoho Sign streamlines contracts—automatically generated, securely delivered, tracked for client approval, and triggering projects, tasks, subscriptions, invoices, and payment links.
3
Zoho CRM: Portal Invitation, Onboarding, Build Client Service and Proposal
Contracts are generated using automated mail merges, professional templates, and integrated terms; delivered securely with automated reminders; and tracked at acceptance, where client approvals or rejections trigger workflow branching and on-acceptance actions to create projects, tasks, subscriptions, invoices, and payment links.
4
Zoho Projects: Task Workflow
Automatically set up projects and tasks, track time and generate invoices for Time & Material projects, and monitor client services with lifetime value—all seamlessly automated.
5
Zoho Billing: Financial Management
Automate subscriptions and invoices for Recurring Services, link everything to Client Services in the CRM, generate payment links, and track lifetime value seamlessly.
6
Zoho WorkDrive: Secure Document Sharing
Securely share and track tax documents with automated organization, real-time notifications, and encrypted portal uploads/downloads.
7
Zoho WorkDrive: Secure Document Sharing
Automatically route support requests, offer real-time chat, and link everything to client records and project tasks—all in a unified hub.
8
ZPortals: Secure Client Portal
A single platform for all client needs, including onboarding, contact management, tax intake and document sharing, meetings and appointments, tax organizers, task management, billing and subscriptions, support tickets, and a password manager.