Optimise Your Accounting Practice Management With 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
This is a predefined, customisable form made by accountants. It includes the template name, job title, and job description. Accountants shape these standardised templates to ensure that the processes don’t break and quality is maintained as your team evolves and your business grows. Instances are payroll processing, individual tax preparation, onboarding a new client and much more.
Dynamic Job Type
The job type is a pre-established personalised form designed by accountants for their clients. This form includes the job title, job template, and onboarding service. Job type can be termed as a service we offer to clients. Whenever the client starts onboarding by selecting an entity profile, a job will automatically be created on the accountant’s side on the web. Job type and template help accountants create jobs and speed up the process for multiple clients.
Effective Job Milestones for Accountants
Accountants create milestones for a client's job. Milestones can be made for recurring and non-recurring jobs. They are designed to divide and manage businesses' big jobs over a specified period for better practice management. Milestones cover all the aspects of a big job until it is completed.
Efficient Task Assignment for Milestone Tracking
It is a small constituent of a milestone. Once a milestone is defined, the task is the next step. At this stage, accountants split milestones into further tasks and assign all of them to the desired team members. The complete overview of the task includes title, creation and due date, priority, status, and assignees, which helps accountants track the task's progress. Creating tasks is to better manage the client’s job over a defined period.
How 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.
- Accountants can create jobs by adding details like type, client, title, description, schedule, and attachments.
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- Pre-designed job types and templates streamline workflows, automating practice management.
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- The job manager dashboard clearly shows job details, priorities, statuses, and team time allocation.
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- Milestones for recurring jobs can be broken into tasks and assigned for better practice management.
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- Automated features like e-signatures, document collation, and receipt scanning simplify job management.
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How Job Manager Facilitate Clients
Like accountants, clients also use job managers as a data-sharing platform to create jobs. Sharing financial data is nearly the same, but it is simple and straightforward for clients.
- The feature allows clients to create jobs by providing information such as the job title, description, and attachments.
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- The Job Manager feature satisfies clients, as they receive prompt notifications about job changes, such as changes in priority, status, and schedules.
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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 your tax returns with fast, easy and accurate data management
Download our mobile app to ensure you have accurate record keeping and an increase in your tax refunds. With Synkli, you can explore many accounting tools and features.
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.
