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Zoho rolls out CRM for Everyone

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Business management solutions provider Zoho announced that its customer relationship manager, previously only for sales teams, has been modified and enhanced with AI to become, now, the CRM for Everyone solution. This is because, according to Raju Vegesna, chief evangelist with Zoho, more people deal with customers than just the sales team. 

“Before, CRM was relegated to salespeople, but a lot of folks deal with the customer, so how do you get access to CRM for all these groups? This is where CRM for everyone comes in. Your legal team, market team, service team, can now access the CRM,” he said. 

However, it is not very useful for, say, the legal team to only be able to interact with the system in the context of sales. This in mind, the redesigned solution now sports extensive customization abilities that let users tailor the CRM to their specific needs. A big part of this is the ability to create new modules, aided by Zoho’s embedded AI Zia. 

“In this case, I am a legal person. I like what I see, but I want to create a module for managing my contracts. How do I do it? You see Zia? I can say ‘create a contracts module where I can upload contracts and link them to deals.’ Simple. Zia now analyzes the context of your business and the context of the modules you have access to, as well as other modules that it can link to, and based on that suggests what [components should belong in the module, such as vendor, contract ID, contract value, contract type, etcetera.] I can choose to create it and that creates a module. Zia makes module creation easy,” said Vegesna. 

He added it is a similar process for creating custom workflows: the user tells the AI what they want (e.g. be notified by email when a deal is closed with a value greater than $30,000), and the AI then creates the trigger events in the appropriate modules then sets up the workflow schedule itself, then acts as an agent to execute them. 

The solution also supports report creation, using the Zia AI to create it based on the user’s permissions. As they can see the AI’s build process in real time, the user also has the ability to interrupt Zia to make additional changes, then ask Zia to resume after the override. It also supports a feature called “Image to Canvas” which allows users to upload an image and have the AI incorporate it into the CRM as a design element. For example, if an HR team wants to create a list view that matches employee ID cards, it can upload an ID card image, and Zia will generate a custom Canvas view automatically.

“Multiple people in an organization need access to customer information, yet historically, CRMs have been relegated to only sales teams,” said Mani Vembu, CEO of Zoho. “As we democratize CRM with the launch of CRM for Everyone, we also need to build in capabilities that make it easy for anyone to build and extend CRM with simple prompts, without having to be an expert in the system. This is where Zia’s advanced capabilities come in. Now, anyone can create capabilities, workflows, or reports in CRM with a simple prompt. They can also make their CRM look the way they want with Zia’s image to design capabilities.”

As of today, CRM For Everyone is generally available to global businesses. Unless explicitly stated otherwise, AI capabilities are included in license costs for customers. Under CRM For Everyone, Team user (non-sales CRM users) licenses start at $9 per user per month on all paid editions of Zoho CRM.

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Accounting

Total college enrollment rose 3.2%

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Total postsecondary spring enrollment grew 3.2% year-over-year, according to a report.

The National Student Clearinghouse Research Center published the latest edition of its Current Term Enrollment Estimates series, which provides final enrollment estimates for the fall and spring terms.

The report found that undergraduate enrollment grew 3.5% and reached 15.3 million students, but remains below pre-pandemic levels (378,000 less students). Graduate enrollment also increased to 7.2%, higher than in 2020 (209,000 more students).

Graduation photo

(Read more: Undergraduate accounting enrollment rose 12%)

Community colleges saw the largest growth in enrollment (5.4%), and enrollment increased for all undergraduate credential types. Bachelor’s and associate programs grew 2.1% and 6.3%, respectively, but remain below pre-pandemic levels. 

Most ethnoracial groups saw increases in enrollment this spring, with Black and multiracial undergraduate students seeing the largest growth (10.3% and 8.5%, respectively). The number of undergraduate students in their twenties also increased. Enrollment of students between the ages of 21 and 24 grew 3.2%, and enrollment for students between 25 and 29 grew 5.9%.

For the third consecutive year, high vocational public two-years had substantial growth in enrollment, increasing 11.7% from 2023 to 2024. Enrollment at these trade-focused institutions have increased nearly 20% since pre-pandemic levels.

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Accounting

Interim guidance from the IRS simplifies corporate AMT

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Jordan Vonderhaar/Photographer: Jordan Vonderhaar/

The Internal Revenue Service has released Notice 2025-27, which provides interim guidance on an optional simplified method for determining an applicable corporation for the corporate alternative minimum tax.

The Inflation Reduction Act of 2022 amended Sec. 55 to impose the CAMT based on the “adjusted financial statement income” of an “applicable corporation” for taxable years beginning in 2023. 

Among other details, proposed regs provide that “applicable corporation” means any corporation (other than an S corp, a regulated investment company or a REIT) that meets either of two average annual AFSI tests depending on financial statement net operating losses for three taxable years and whether the corporation is a member of a foreign-parented multinational group.

Prior to the publication of any final regulations relating to the CAMT, the Treasury and the IRS will issue a notice of proposed rulemaking. Notice 2025-27 will be in IRB: 2025-26, dated June 23.

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Accounting

In the blogs: Whiplash | Accounting Today

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Conquering tariffs; bracing for notices; FBAR penalty timing; and other highlights from our favorite tax bloggers.

Whiplash

Number-crunching

  • Canopy (https://www.getcanopy.com/blog): “7-Figure Firm, 4-Hour Workweek: 5 Questions to Ask Yourself.”
  • The National Association of Tax Professionals (https://blog.natptax.com/): This week’s “You Make the Call” looks at Sarah, a U.S. citizen who moved to London for work in 2024. On May 15, 2025, it hit her that she forgot to file her 2024 U.S. return. Was she required to file her 2024 taxes by April 15?
  • Taxable Talk (http://www.taxabletalk.com/): Anteing up with Uncle Sam: The World Series of Poker is back, and one major change this year involves players from Russia and Hungary. After suspension of tax treaties with those nations, players will have 30% of winnings withheld. 
  • Parametric (https://www.parametricportfolio.com/blog): Direct indexing seems to come with a common misunderstanding: On the performance statement, conflating the value of harvested losses with returns. 

Problems brewing

  • Taxing Subjects (https://www.drakesoftware.com/blog): No chill is chillier than the client’s at the mailbox when an IRS notice appears out of the blue. How you can educate — and warn — them about the various notices everybody’s that favorite agency might send.
  • Dean Dorton (https://deandorton.com/insights/): Perhaps because they can be founded on trust, your nonprofit clients are especially vulnerable to fraud.
  • Global Taxes (https://www.globaltaxes.com/blog.php): When it’s your time, it’s your time: The clock starts on FBAR penalties when the tax forms are due and not when penalties are assessed — and even the death of the taxpayer doesn’t extend the deadline.
  • TaxConnex (https://www.taxconnex.com/blog-): Your e-commerce clients can muck up sales tax obligations in many ways. How some of the seeds of trouble might hide in their own billing system.
  • Sovos (https://sovos.com/blog/): What’s up with the five states that don’t have a sales tax?
  • Taxjar (https://www.taxjar.com/resources/blog): Humans are still needed to handle sales tax complexity, with real-world examples.
  • Wiss (https://wiss.com/insights/read/): A business — and business-advising — success story from a California chicken eatery.

Almost half done

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