Case Study: Zoho One Implementation for K H Haria & Associate

Client Overview

Company: K H Haria & Associate

Website: https://www.cakhh.in/

Industry: Chartered Accountancy & Financial Services

K H Haria & Associate is a full-service Chartered Accountancy firm providing comprehensive financial and compliance services, including taxation, GST, income tax filings, accounting & bookkeeping, audits, TDS compliance, payroll, ROC filings, and statutory advisory services for businesses and individuals.

As the firm’s client base grew, they required a centralized and automated system to manage compliance timelines, client document collection, internal task assignments, and billing operations efficiently.

Challenges

The firm was managing multiple compliance services manually using emails, spreadsheets, and follow-ups, which resulted in:

• Manual tracking of GST, income tax, TDS, payroll, audit, and ROC compliance deadlines

• Repeated follow-ups for client document submissions

• No centralized view of pending, in-progress, and overdue compliance tasks

• Difficulty managing staff workload across multiple services

• Manual invoicing and payment collection processes

They needed a unified platform to automate reminders, assign tasks, track compliance status, and streamline financial operations.

Solution Provided

Worthy Desk implemented Zoho One with a strong focus on compliance automation and operational efficiency using:

• Zoho CRM

• Zoho Books

• Zoho Mail

• Zoho People

• Zoho Projects

   

Implementation Highlights

• Zoho CRM for Compliance Management

  • Centralized client master with all services mapped per client

  • Automated reminders for GST returns, Income Tax returns, TDS filings, payroll processing, audit timelines, ROC filings, and other statutory compliances

  • Client notifications for submission of required documents

  • Task assignment to staff based on service type and compliance cycle

  • Real-time tracking of pending, completed, and overdue tasks

• Workflow & Automation Setup

  • Reduced manual follow-ups through automated emails and alerts

  • Clear ownership and accountability for each compliance activity

  • Improved turnaround time for filings and submissions

• Zoho Books Integration

  • CRM integrated with Zoho Books for automated invoice generation

  • Streamlined billing for recurring CA services

  • Improved payment tracking and follow-ups

• Zoho Mail Implementation

  • Professional domain email setup

  • Centralized client communication linked with CRM records

• Zoho People for Staff Management

  • Employee records, role-based access, and workload visibility

  • Better tracking of staff responsibilities across multiple services

• Zoho Projects Deployment

  • Project-based tracking for audits, compliance cycles, and advisory work

  • Timeline and dependency management for complex engagements

Worthy Desk managed the complete implementation, automation design, role configuration, training, and ongoing support.

Results

With Zoho One in place, K H Haria & Associate achieved:

• End-to-end automation across all CA services

• Improved compliance accuracy with reduced missed deadlines

• Centralized visibility of client, staff, and service status

• Faster invoicing and improved payment collections

• Increased operational efficiency and staff productivity

• A scalable system to support long-term firm growth