Q Tax Scales Client Capacity and Cuts Manual Work with Synkli

Q Tax

Q Tax is a well-established accounting firm based in Queensland, Australia, serving thousands of individual and business clients. With a growing client base, Q Tax needed to modernise its processes to efficiently support tax, compliance, and bookkeeping services. The firm prides itself on responsive client service but struggled with disparate legacy systems and manual workflows as it scaled.

What Challenges Have They Faced?

Before Synkli, Q Tax relied on a patchwork of spreadsheets, email and filing folders to track client work. Each new tax return or financial report meant hours of duplicated data entry and chasing missing documents.

These fragmented systems often create “a nightmare of gaps” where tasks and messages can fall through the cracks. As the workload mounted during peak season, Q Tax found it hard to keep everyone coordinated: turning around returns on time took extra overtime or staffing. In short, manual admin and disconnected tools slowed growth and risked missed deadlines.

What solutions did they get?

Q Tax chose Synkli as their go-to practice management platform. With Synkli, they finally had one cloud-based hub for all client data, task tracking, documents, and communication. Because Synkli is fully cloud-hosted, their team can work from anywhere – whether in the office, at home, or out with clients.

They brought everything together in one system – client onboarding, tax workflows, document storage, and task assignments. By using Synkli, they cut out repetitive admin, reduced manual data entry, and streamlined how their team worked. What used to be a mess of spreadsheets is now managed through clean dashboards and simple online forms. Every step, from taking on a new client to lodging returns, runs through their Synkli portal.

Key Features Used

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  Task Management & Reporting: Q Tax uses Synkli’s task manager to assign, track, and prioritise jobs in one place, replacing spreadsheets and endless email follow-ups with real-time updates and progress reports.
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  Client Onboarding: Q Tax uses digital intake forms to collect client info online, replacing paper forms and phone calls, which speeds up onboarding and removes data entry hassles.
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  Job Manager: Q Tax sets up each tax job as a project with stages and automated reminders, replacing manual job sheets and keeping everything on track with real-time status updates.
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  Document Management (Document Hub): All client files now sit in Synkli’s secure Document Hub, organised by job and client; no more digging through emails or folders. Q Tax staff and clients can upload and access everything in one place, keeping records current and workflows smooth.
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  Online Signature: With Our e-signature tool, Q Tax sends forms for digital signing; no printing or scanning is needed. Clients sign securely online, saving the firm hours of admin and speeding up approvals during peak tax season.
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  Client Agent Nomination: Agent Nomination Wizard helped Q Tax streamline ATO client-to-agent setups. The guided steps replaced manual instructions, making agent registration fast, smooth, and error-free.
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  Team Management: With Our Team Management tools, Q Tax controls staff roles, visibility, and workload in one place. Partners can instantly check who's doing what, reassign tasks if needed, and ensure no one’s overloaded.

The Results

After four months on Synkli, Q Tax reports dramatic efficiency gains. Staff spend far less time on manual admin and more on productive work. In practice:

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  Synkli automated routine tasks, saving Q Tax dozens of hours each month by cutting out data re-entry, email chasing, and printing.
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  With automated workflows, Q Tax handles more clients in less time, saving 1–2 hours per return and boosting output without extra staff.
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  All client data, tasks, and documents are centralised, giving Q Tax clear job visibility, smoother hand-offs, and zero version issues.
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  Clients get faster service, easy digital signoffs, and smoother onboarding—with fewer delays and better feedback.

Q Tax Team Feedback

Before Synkli, we were juggling emails, folders and Excel sheets – now everything is automated in one system. Our staff can see all client tasks and deadlines in one dashboard, saving us daily hours. We’re handling many more returns this year without adding staff, and our clients love the faster service. No more chasing signatures or lost paperwork – everything is digital. Synkli made it easy to centralise our practice. It’s been a game-changer for our efficiency and client satisfaction.”
– Sarah Lee, Senior Partner, Q Tax