Everything that needs your firm today — across every client
One inbox for workflow alerts, client questions, and engagement follow-ups — plus kanban, roles, and time for people and agents.
Capabilities
Inbox, board, and team — one operating surface.
Inbox that sorts the pile
Workflow alerts across bookkeeping, audit prep, and tax — sorted into "Needs you now" and "In progress." Client questions and unsigned engagement letters surface with wait time counted.
One-click reminders
Chase unsigned letters and unanswered questions without digging through sent folders — remind from the row.
Kanban across clients
Not started → In progress → Waiting on client → Completed, with priority flags, due dates, and assignees for humans and agents.
Roles, scoping, and attributed time
Bookkeepers see their clients; managers get the base. Timers per person, client, and work type — including "AI review" — so supervision cost is real.
Kanban across clients — priority, due dates, and assignees for people and agents.
Who it's for
Accounting firms
Capacity planning with real numbers — who's loaded, which client eats the hours.
For accounting firms →Related features
See it run a real month.
Watch Synoro execute a real close — intake to published report — in a 30-minute walkthrough.
Book a demo