Koho PSA Review
What is Koho PSA?
Koho PSA is a robust accounting practice management software for corporate accounting companies and business accountants and bookkeepers to grow and succeed. This user-friendly and highly customizable professional service automation solution enables accounting firms and professionals to stay on top of their daily work and processes.
The software has CRM and sales capabilities, including customer and prospect management, automatic tender, and contract creation and tracking. It makes planning, managing, and monitoring recurring tasks efficient and effective through customer, team, and user-specific work lists.
Users can also record their working hours differently and instantly generate invoices from work time entries. Koho PSA provides tools to implement better project budgeting and resourcing and customer accounting work request handling.
Moreover, users can communicate, collaborate, and share information with customers via an easy-to-use portal. Koho PSA integrates with accounting and financial management, CRM, ticketing, project and file management, digital signature, and business intelligence systems.
Show MoreOverview of Koho PSA Benefits
Work Management
Koho PSA enables companies and professionals in the financial industry to handle their work efficiently and effectively without hassles. You can use work orders to plan, control, and track all resources needed to complete recurring work. Work orders and task lists can be created for specific customers, teams, and employees. The software allows you to set target goals, budgets, and times for customer-specific work orders.
The status and progress of work can be recorded and tracked directly within work orders and task lists. Koho PSA also offers various ways to manage work time. For example, users can track their working hours by utilizing a timesheet, timecard, or built-in or integrated calendar, logging hours on recurring work orders or customer-specific tasks, or making time entries through the quick add or session features.
Sales & Billing
The accounting practice management software automates your CRM, sales, and billing processes to improve productivity and profitability. It lets you create instant, attractive, and dynamic tenders or offers through pre-designed templates. Content and information are automatically added to your tenders, such as product or service prices, product demos, and contract terms and conditions.
You can handle customers and prospects throughout their journey, group them into different segments, and track customer phone calls and notes. You can create invoices without inputting or copying data between multiple tools. Based on pre-defined rules, Koho PSA automatically pulls verified and precise data from work time entries, products and services, and tenders and contracts for invoices.
Communication & Collaboration
You and your clients can connect and interact in one easy-to-use and secure portal. Accessible through a web browser or mobile device, you can use the portal to collect relevant financial and payroll documents from clients and share them with the right staff. Moreover, the portal interconnects with Koho PSA’s ticketing system to streamline handling of customer work requests.
Customer work requests gathered using the portal can be sent straight to employees’ work lists. You can prioritize, delegate, and re-assign work requests/tickets to employees and track ticket response and resolution times based on your SLA.
Show MoreOverview of Koho PSA Features
- Customer Management
- Tenders & Contracts
- Recurring Task Management
- Work Orders
- Task Lists
- Time Tracking
- Automatic Invoicing
- Ticket Management
- Accounting Business Reports
Awards & Quality Certificates
Koho PSA Position In Our Categories
Because companies have special business demands, it is reasonable that they avoid paying for a one-size-fits-all, ”best” software system. Nonetheless, it is nearly futile to come across such a software product even among widely used software products. The efficient step to undertake should be to narrow down the various significant functions which entail scrutiny including major features, costing, technical skill capability of the users, organizational size, etc. The second step is, you must conduct your product research to a full extent. Browse over some of these Koho PSA reviews and look over the other solutions in your shortlist more closely. Such comprehensive product investigation ensures you stay away from poorly fit software products and choose the system which meets all the benefits your business requires.
Position of Koho PSA in our main categories:
TOP
500
Koho PSA is one of the top 500 Accounting Software products
Each company is different, and can require a special Accounting Software solution that will be designed for their business size, type of customers and employees and even particular niche they deal with. We advise you don't count on locating an ideal solution that is going to be suitable for each business no matter what their background is. It may be a good idea to read a few Koho PSA Accounting Software reviews first and even then you should keep in mind what the service is supposed to do for your company and your workers. Do you need an easy and intuitive service with only essential features? Will you actually use the complex tools needed by experts and big enterprises? Are there any particular features that are especially practical for the industry you operate in? If you ask yourself these questions it will be much easier to get a solid solution that will fit your budget.
How Much Does Koho PSA Cost?
Koho PSA Pricing Plans:
Free Trial
Timer
€25/ user/month
Business
€30/user/month
Business +
€40/user/month
Enterprise
Contact vendor
What are Koho PSA pricing details?
Koho PSA Pricing Plans:
Free Trial
Timer
€25/ user/month
Business
€30/user/month
Business +
€40/user/month
Enterprise
Contact vendor
Koho PSA offers several plans for users to choose from, including an enterprise pricing plan for accounting companies and firms with more than 100 users. Here are the details of each plan:
Timer – €25/user/month
- CRM
- Payment mail
- Work time recording
- Billable working hours
- Calendar import
- Contract invoicing
- Invoice/billing
- 3rd-party expense invoicing
- Reports
- Integrations
Business – €30/user/month
- All features in Timer Plus:
- Sales systems
- Enterprise resource planning
- Task management via Kanban
- Purchase invoice management
Business+ – €40/user/month
- All features in Business Plus:
- Ticketing/customer work request management
- Collaboration Portal Pro
Enterprise – by quote
- All features in Business Plus:
- Custom Koho account
- Account-specific operating models
- Availment of development work
- Customization options
- Testing environment
- Cross billing
User Satisfaction
Positive Social Media Mentions
8
Negative Social Media Mentions
0
We realize that when you make a decision to get a Accounting Software it’s important not only to learn how experts score it in their reviews, but also to discover whether the actual users and companies that purchased these solutions are genuinely content with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Koho PSA reviews across a wide range of social media sites. The information is then featured in a simple to digest way showing how many clients had positive and negative experience with Koho PSA. With that information at your disposal you will be ready to make an informed buying decision that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Android
- iPhone/iPad
- Web-based
- Windows Mobile
Deployment
- Cloud Hosted
- On Premise
Language Support
- English
Pricing Model
- Monthly payment
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Koho PSA?
Koho PSA integrates with:
- Netvisor
- Fennoa
- Maventa
- Maestro
- Western Systems
- Tikon
- Nordea
- Lemonsoft
- Aditro
- Aditro Wintime
- Finago Procuntor
- Visma Fivaldi
- Microsoft Dynamics NAVI
- Jeeves
- HubSpot
- WebCRM
- Microsoft Dynamics
- Vtiger
- Pipedrive
- Insightly
- Salesforce
- Visma
- Zendesk
- Intercom
- Freshdesk
- M-Files
- Dropbox
- Basecamp
- DocuSign
- Signicat
- EchoSign
- Signom
- Visma Sign
- Office 365
- Fuusor
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