SYNQ speaks your language out of the box. Clients are clients, work is tracked as engagements, and every engagement carries a live status your client can watch from their own portal — no status calls, no “where are we at?” emails.
The dashboard Accounting & Tax teams see
Open engagements
Active work in the pipeline
Docs outstanding
Client uploads still pending
Filings due (30d)
Deadlines inside 30 days
Unbilled work
Delivered but not invoiced
Your engagement pipeline, prebuilt
Service menu your clients can order from
Individual tax return
Federal + state preparation and e-file.
Business tax return
Entity return with schedules and K-1s.
Monthly bookkeeping
Reconciliation, categorization, monthly close.
Advisory / CFO hours
Planning, forecasting, and strategy sessions.
Task library included
- Engagement letter sent
- Engagement letter signed
- Prior-year returns received
- Document request list sent
- Bank statements reconciled
- Trial balance prepared
- Adjusting entries posted
- Draft return prepared
- Partner review complete
- Client review call held
- E-file authorization signed
- Return filed
Compliance context
SYNQ is built with accounting & tax obligations in mind, including IRS Circular 230, SOC 2, State board licensure. Data is isolated per firm with row-level access control, and every record change is attributable to a user.