Zoho Books Customer Portal

Accounting Customer Portal - Share. Collaborate. Deliver.

Share recent transactions, accelerate the quote approval process, capture feedback, and let your clients make bulk payments with the customer portal.

Zoho Books Collaboration and Portal Management​

Gauge customer satisfaction.

Ask for feedback and identify areas that need improvement. Promote your business by sharing positive feedback on social media platforms.

Expedite quote approvals.

Share quotes with clients and start a discussion to speed up quote approvals. Say goodbye to lengthy and time-consuming email threads.

Add an additional layer of authenticity

Use our Zoho Sign integration to get quotes digitally signed by your customers. Put your client’s mind at ease with a more secure approval process, and get tangible proof of your deals with them.

Make the payment process simple

Along with partial and full payment options, the portal lets your clients make bulk payments with a single click. Make payments easier for them so you can get paid faster.

Add more hours to your day.

Free yourself from requests to send copies of invoices, quotes, and project details. Your clients will have access to all of them in the portal.

Stay informed with real-time alerts

Get notified when a client views, accepts, declines, comments, or makes payments. There’s no need to worry about the status of pending payments.

Zoho Books Collaboration and Portal Management​6

Let clients self-manage.

The portal lets your clients update their personal information. It offers a convenient way for them to print and download past transactions to forward them to their contacts.