Job Manager to Track the Progress of Work with Milestones
Boost the efficiency of your practice management through Synkli’s Job Manager. With our digital options you can share data, track progress and manage the client’s financial data.
Productivity Pipeline
Be productive and automate tasks like managing and setting deadlines and sending follow-ups. It saves your time and enhances the framework of better accounting.
Client Data Sharing
With our fast, secure and organised client data sharing and collaboration platform you can send, receive and store client financial information.
Practice Management
Take your practice management to the next level with setting the milestones, dividing tasks and managing recurring jobs.
A Solo Source to Run Your Accounting Practice Management Effectively
Job Templates
You can make reusable templates for common accounting services like BAS lodgements, tax returns, payroll processing and compliance audits.
- Build service-specific job frameworks to avoid starting from scratch every time
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- Reduce errors and missed steps with predefined milestones and task lists
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- Improve consistency across all client projects and service offerings
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Job Type
Manage multiple service lines with adaptable workflows specified to tax compliance, business advisory, bookkeeping, and financial reporting.
- Set priorities and assign tasks with deadlines to your team members.
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- According to client requirements, adapt different tasks without any worry.
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- Keep your work streams visible and clear in one platform.
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Job Milestones
With our Job Manager, break down your difficult projects into structured and achievable milestones.
- Monitor and track the stages of BAS lodgements, EOFY finalisations, compliance checks of payroll and advisory milestones.
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- The job progress will be updated automatically once the milestones are achieved.
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- Keep the accountability with your teams.
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Relay Room
With our job manager feature, the relay room, you can send and receive emails related to any job.
- end mail with unique and customised email addresses.
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- Keep every conversation in table pie order
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- Fully tracked and always linked to the right job
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Creative Conversations with “Activity”
One of the top-notch features is “activity” within a job manager. With this you can do the conversations between teams and clients. Our communication tool allows users to share updates, exchange progress reports, and discuss tasks in further detail.
Answers To Your Questions
Resources and News for Better Practice Management
Get Started for Free
Always be on top with the Synkli app. It is completely free with no trial period. Track your expenses, keep everything top of the line and manage your accounting effortlessly from your mobile.
