In the digital age of running an accounting practice, having solutions which take care of the basics and allow you to focus on the value add is a must. ZotaBooks lets your clients manage their books with ease, allowing you to focus on the value adding activities.
Accounting Practice Portal
In ZotaBooks accounting practices have their own portal, this lists all clients and shows upcoming activities.
See how this works in the video below:
View Client Books With One Click
Move from the accounting services portal into the client books with one click, then navigate back with ease.
What capabilities does ZotaBooks provide for my clients ?
ZotaBooks provides the following ready to use apps:
- Bank Statements
- Bank Reconciliation
- Payroll (Salary, Bonus, Dividends and Other Income)
- VAT (including MTD submission)
- Corporation Tax
- Construction Industry Scheme (CIS) Payments
- Trial Balance (including General Ledger and Accounting Rules Engine)
- Accounting Adjustments
- Opening Balances
Personalise ZotaBooks for your clients by adding:
- your company or companies
- projects you are working on
- bank accounts
Manage access to ZotaBooks by:
- assigning users to pre-defined security groups
- define your own security groups
All of the above is provided as standard, no matter which price plan you choose. The difference between price plans is the amount of usage allowance included.
A Fully Scalable Solution
ZotaBooks is fully scalable, supporting one person cpmpanies all the way up to businesses with tens of thousands of individuals.
ZotaBooks runs on Amazon Web Services Cloud, one of the largest platform providers in the world. Giving you the security and back up of world leading organisations.