Optimise Your Accounting Practice Management with Synkli’s Job Manager
Streamline your practice management with Synkli’s job manager to boost efficiency by 30% through automation. Employ digital options to share and manage client financial data. Also, set milestones, divide tasks, and manage recurring jobs with precision.
Automated
Workflows
The job manager automates tasks like setting deadlines, sending reminders, and more. This saves valuable time and enhances client accounting.
Seamless Client Data Sharing
Accountants can digitally share, receive, and store client financial information. Job Manager is a fast, secure, organised client data collaboration platform.
Simplify Practice Management
Setting milestones, dividing tasks, and managing recurring jobs with precision optimises accountants’ practice management workflows.
Save Time, Reduce Stress, And Stay Organised.
Take control of your accounting workflows with Job Manager anywhere in Australia.
features
Job Manager: Streamlined Task, Milestone & Template Management for Accountants
Standardised Job Templates
Create 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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Dynamic Job Type
Flexibly manage multiple service lines with dynamic job types tailored to tax compliance, business advisory, bookkeeping, and financial reporting.
- Assign deadlines, responsible team members, and priority statuses easily
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- Adapt workflows to different client service requirements without complexity
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- Maintain clear visibility over all work streams in one platform
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Effective Job Milestones for Accountants
Break down complex accounting projects into structured, achievable milestones.
- Track BAS lodgement stages, EOFY finalisations, payroll compliance checks, and advisory milestones
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- Automatically update job progress as milestones are achieved
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- Create accountability across your accounting practice teams
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Efficient Task Assignment & Milestone Tracking
Manage task ownership within your accounting team by assigning specific actions to individuals or groups.
- Improve internal accountability and staff clarity
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- Reduce bottlenecks and miscommunications
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- Keep every project phase moving toward on-time completion
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How Synkli’s Job Manager Works for Accountants
Accountants use job managers as a digital medium to create jobs for clients, assign tasks to other accountants, track team progress and collaborate with clients for data. Let’s take a look at how it works.
- Create standardised jobs for recurring services like BAS or payroll
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- Assign staff to roles, tasks, and milestones with due dates
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- Track work-in-progress from a real-time dashboard view
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- Automate notifications and reminders for task due dates
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- Reduce time spent chasing staff updates manually
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Better Client Management via Job Manager
Use Synkli’s Job Manager to deliver transparent client updates and internal reporting.
- Ensure accurate service delivery timelines
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- Share milestone updates with clients through secure portals
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- Strengthen client trust by showing visible progress
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Activity - The Instant Conversation
Synkli offers an exciting feature, ‘activity’, within a job manager feature. This enables fast communication between accountants and clients. It is an instant communication tool that allows users to communicate updates, exchange progress reports, and discuss tasks in further detail.
Maximising Client Tax Returns With Easy, Accurate Expense and Income Tracking
Support your clients' financial health by offering organised expense records, verified income tracking, and reliable documentation year-round.
Productivity
Why Choose Synkli?
Accountants and clients choose Synkli to digitally manage financial data and automate workflows to upgrade accounting practice management.
Improved Accounting Practice Management:
Synkli simplifies the accounting workflows of accountants. Our software optimises and automates client financial data, enhancing practice management and allowing accountants to focus on delivering exceptional digital experiences to clients.
Efficient Client Data Management:
Synkli is a powerful data-gathering tool for accountants. It enables the digital collection and organisation of client financial information. Its automation features help streamline data management, enhancing overall accounting practice efficiency.
Client and Accountant Collaboration:
Synkli is a client management tool that enables real-time collaboration between accountants and clients. It streamlines client financial data collection and management, enhancing practice efficiency and effectiveness for maximising tax benefits.
FAQ’s
Frequently Asked Questions
Accountant's Ultimate Client Management Software
Elevate your accounting practice with Synkli, a comprehensive client data-sharing and management tool. Our intuitive software is mainly designed for accountants to streamline accounting practice management, enhancing efficiency and client satisfaction.
