Tax season doesn't have to break your team.
Syntra collects documents, chases what's missing and books the reviews - automatically, from each client's financial-year cycle, months before the deadline. So your busiest weeks stop running your team into the ground, and the recurring work quietly bills itself.
The busywork that turns every tax season into a scramble
Everything lands at once
Every client's return falls due in the same few weeks, and your team works nights and weekends just to keep the queue moving.
Forever chasing documents
You spend more time asking clients for income statements, receipts and bank statements than doing the actual accounting.
Recurring work to track
Monthly bookkeeping, quarterly filings and annual returns each have to be remembered, scheduled and billed - client by client.
Scope creep on fixed fees
Fixed-fee engagements quietly balloon as clients add 'just one more thing', and your margin disappears along with them.
The whole cycle, handled end to end
Automated document collection
Annual campaigns trigger on each client's financial-year cycle, requesting income statements, receipts and statements by a set date.
Recurring invoices & retainers
Monthly bookkeeping, quarterly filings, annual fees and retainer memberships - all billed automatically, nothing to chase.
Forms & secure upload
Tax-return checklists, new-client questionnaires and a secure document-upload portal, completed before the work begins.
Filed by client & year
Every document stored per client and per financial year, so last year's return is two clicks away, not a folder hunt.
Bundles & fixed-fee quotes
Package a Small Business bundle, and send fixed-fee quotes - individual return $450, business $1,200 - accepted online.
An AI agent for the questions
Answers 'do I need to file this?', captures the client's situation, books a consult and tags them by entity type in your CRM.
Tax season runs itself
The moment a client's financial year turns over, Syntra starts the work - asking for their documents, chasing whatever's missing, and booking the review. Weeks of manual reminders become a campaign that runs itself, so nothing piles onto your team in the final fortnight.
- ✓Document requests triggered from each client's financial-year cycle
- ✓Missing items chased automatically, until they're all in
- ✓Reviews booked and reminders sent - no manual follow-up
Recurring work that bills itself
Bundle monthly bookkeeping, quarterly filings and the annual return into a single package, put clients on a retainer, and let Syntra invoice it on schedule. Seasonal peaks flatten into steady monthly revenue you can actually plan around.
- ✓Bundles and retainers billed automatically each month
- ✓Quarterly and annual fees invoiced on the right date
- ✓Steady, predictable income between the busy seasons
It knows your firm, your clients and their calendars
Syntra learns your services and fee structures, each client's entity type and their financial-year cycle - then runs document collection, reminders, scheduling and recurring billing quietly in the background. Your busiest season stops depending on heroics.
- ✓Runs each client's tax-season workflow from their financial-year cycle
- ✓Bills bookkeeping, filings and retainers automatically
- ✓Keeps every document filed by client and financial year
See Syntra run your business
Book a 30-minute walkthrough and we’ll show you exactly how Syntra fits your business - then answer every question you’ve got. No slides, no pressure.
Book a demo