Bridget Lafortune
Accounting Services Manager · 11-50
1 review written · 4.0 average
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Reviews by Bridget Lafortune
★★★★★
Three years in, and the thing I keep coming back to is how well Zoho Books handles the admin layer when you're managing it on behalf of multiple clients. Setting up separate organizations, configuring user roles, and locking down permissions per client takes maybe an afternoon the first time. After that it's muscle memory. Each client gets their own clean environment, and I can grant or restrict access at a granular level without worrying about one client's data bleeding into another's. For an agency doing bookkeeping across a portfolio, that structure matters enormously.
My one real gripe is the permissions model for custom roles. It's flexible, but the interface for building those roles feels like it was designed by someone who assumed you'd only do it once. There's no bulk-edit option, so when a client's needs change, I'm clicking through a long checklist field by field. Customer support has been responsive when I've raised it, though nothing has changed in the UI yet. Everything else, the chart of accounts setup, the tax configuration per jurisdiction, the invoice templates, earns its keep.
