Industry
Zoho for accountants, financial planners, and advisory firms
Financial services firms manage client relationships, compliance documentation, and advisory workflows under strict regulatory requirements. We configure Zoho with appropriate data handling for Australian financial services.
Common pain points
- ✕Client onboarding documentation collected via email attachments
- ✕Compliance review cycles tracked manually with calendar reminders
- ✕Advisory meeting notes not linked to client records
- ✕Referral tracking between advisers and external partners inconsistent
- ✕Client communication history scattered across email and phone logs
How we solve them
Zoho CRM
Client relationship management with compliance status and advisory pipeline
Zoho Sign
Digital signing for SOAs, engagement letters, and authority forms
Zoho Creator
Client onboarding forms, FSG delivery tracking, and compliance checklists
Zoho WorkDrive
Secure document storage with client folder structure and access controls
Expected outcomes
- Client onboarding completed digitally with all documents in one place
- Compliance review dates tracked with automated reminders
- Advisory meeting notes linked to client records and accessible to the team
- Referral sources tracked with conversion metrics
Technical approach
For developers and technical evaluators
→ CRM client modules with compliance status, review dates, and advisory categories
→ Sign templates for SOAs, engagement letters, and authority to proceed forms
→ Creator onboarding workflows with document upload and checklist completion
→ WorkDrive folder structure mirroring client hierarchy with role-based access
→ Automated workflows for annual review reminders and FSG reconfirmation
For executives
We set up Zoho for your client management, compliance tracking, and advisory workflows. This supports your practice operations, client records, document management, and communication tracking. It does not replace specialised financial planning or accounting software for calculations and regulatory submissions.
Discuss your financial services needs
Free discovery meeting. We'll map your processes and recommend a Zoho stack.
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