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
Knowing that companies have particular business wants, it is only sensible that they steer clear of seeking a one-size-fits-all, ideal business application. Needless to say, it would be difficult to try to come across such an app even among branded software solutions. The best thing to undertake is to shortlist the numerous major factors that entail scrutiny like essential features, price terms, technical skill capability of the users, organizational size, etc. After which, you should conduct the product research comprehensively. Go over some Koho PSA reviews and explore each of the software solutions in your shortlist more closely. Such detailed product research guarantees you avoid poorly fit apps and pay for the system which includes all the tools your company requires in growing the business.
Position of Koho PSA in our main categories:
TOP
500
Koho PSA is one of the top 500 Accounting Software products
Each business is different, and may need a special Accounting Software solution that will be adjusted to their company size, type of customers and staff and even specific industry they support. You should not count on locating a perfect solution that is going to work for each company regardless of their history 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 solution is intended to do for your business and your staff. Do you need a simple and straightforward service with only essential features? Will you actually use the complex functionalities required by pros and big enterprises? Are there any specific features that are especially beneficial for the industry you operate in? If you ask yourself these questions it will be much easier to find a solid solution that will match 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 are aware that when you choose to get a Accounting Software it’s important not only to find out how experts rank it in their reviews, but also to find out if the actual clients and enterprises that use it are indeed satisfied with the service. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Koho PSA reviews across a vast range of social media sites. The data is then presented in an easy to digest way showing how many people had positive and negative experience with Koho PSA. With that information available you will be equipped to make an informed purchasing choice 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
Koho PSA
is waiting for
your first review.
Write your own review of this product
ADD A REVIEWMore reviews from 0 actual users:
Join a community of 7,369 SaaS experts
Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.
Sign in with LinkedIn
Why we require LinkedIn?
- Show the community that you're an actual user.
- We will only show your name and profile image in your review.
- You can still post your review anonymously.
OR
Sign in with company emailSign in with company email
Popular Koho PSA Alternatives
Top Competitors To Koho PSA By Price
Product name:
Price:
By quote
Trending Accounting Software Reviews
6.6
100%
Koho PSA Comparisons
Product name:
Page last modified
Did you find this review useful?
Yes
No
Thank you for your feedback
How can we make this page better?
Unsure about this software?
FIND ALTERNATIVES
Why is FinancesOnline free?