Run Every Client's Accounting Calendar From One Place
Fifteen clients, each with their own filings, lease windows, covenant reporting, and close calendar — and your team rotating across all of them. Sintris gives each client a profile, every deadline an owner, and every new team member the full history on day one.
The de facto accounting department can't run on memory
A boutique accounting contracting firm acting as the accounting department for fifteen clients carries fifteen parallel calendars: federal, state, and local filings; lease renewals that must be negotiated inside windows the lease itself specifies; debt covenant reporting; private equity communication; external audit deadlines. Miss one and it's not an internal slip — it's a client's penalty, a client's default notice, a client's trust.
Most firms hold this together with per-client spreadsheets and the partners' memory. It works until it doesn't: a deadline that lived in one person's head, a team member rolling off a client mid-year, a new hire spending their first month asking "how do we do this here?" for each of their five clients.
One system, fifteen client profiles
In Sintris, each client is its own profile. Team members switch between clients in a click and see that client's tasks, documents, and history — nothing bleeding across engagements. Every recurring obligation is a task with a due date, automatic notifications, written directions for completing it, and the supporting documents attached: the debt agreement lives on the covenant reporting task, the lease lives on the renewal task.
Tasks that involve state and local licenses get flagged with a checkbox, so every license-related obligation across a client can be pulled up in one filtered view. The firm's administrator uses permissions to assign each client's tasks to the right team members — and to give client executives read-only dashboard access, so the C-suite can see task and project status themselves instead of asking for a status email.
Across all fifteen clients, the firm's own leadership uses the All Accounts dashboard: open, complete, and overdue work for the entire book of business in one view.
How a contracting firm runs client work in Sintris
Set up per-client profiles, load the recurring calendar with instructions and documents, permission the teams, and rotate staff without losing a thing.
- 1
Create a profile for each client
Each of the firm's clients gets its own client profile. Team members switch between profiles as they move through their day, always seeing exactly one client's world at a time.
- 2
Load every recurring obligation as a task
Filings, lease renewal windows, covenant reporting, audit deliverables — each becomes a recurring task with a due date, automatic notifications, directions for completing it, and supporting documentation attached.
- 3
Flag license-related tasks
Mark state and local license tasks with a checkbox so all license obligations for a client can be viewed separately — one list, nothing buried.
- 4
Permission teams and client executives
The administrator assigns each client's tasks to the team members on that engagement, and grants read-only access to the client's C-suite so they see live dashboards of task and project status.
- 5
Bulk-reassign when teams rotate
When a team member rolls off a client, the administrator bulk-reassigns their tasks — including everything they've completed — to the replacement in one operation. The new person inherits the full history: completed work, notes, and documents.
- 6
Watch the whole book from All Accounts
Firm leadership uses the All Accounts dashboard to see open, complete, and overdue work across all fifteen clients at once — the practice-level view no spreadsheet can maintain.
Staff rotate. The knowledge doesn't.
The existential risk in a contracting firm isn't losing a client to a competitor — it's losing an engagement's institutional knowledge every time the team changes. Sintris removes that failure mode. Every completed task, every document, every note stays with the client profile, so the new team member starts with visibility into everything that came before them: how the March filing was done, what the lease negotiation turned on, where the covenant workpapers live.
That's knowledge transfer as a system property instead of a hallway conversation — and it's the difference between a firm that scales with its headcount and one that's limited by it.
Frequently asked questions
- Can team members work across multiple clients?
- Yes. Team members are assigned to the clients they serve and switch between client profiles in a click. Each profile shows only that client's tasks, documents, and history, and each person's own task list spans their assigned clients.
- What happens when a team member leaves or rotates off a client?
- The administrator bulk-reassigns all of that person's tasks — open and completed — to the incoming team member. The replacement inherits the full record: task history, completion notes, and every attached document. Knowledge transfer happens even if the two people never speak.
- Can our clients see their own status?
- Yes, on your terms. Client executives can be granted read-only access scoped to their company, giving them live dashboard views of task and project status — which replaces a lot of status-update email without exposing anything you don't choose to share.
- How do we track license deadlines separately from everything else?
- Tasks associated with state and local licenses are flagged with a checkbox, so you can pull a filtered view of every license obligation for a client — renewal dates, owners, and status — without maintaining a separate license spreadsheet.
More ways teams use Sintris
- For controllers, CFOs, and accounting teamsAudit request listsTurn the auditor's PBC list into a project with a task per request. Assign owners, collect support, review before it goes out — and keep the whole record for next year.Read the use case
- For private equity operating partners and portfolio ops teamsPortfolio monitoringStandardize task and project tracking across the portfolio, watch it all from the All Accounts dashboard, and let AI surface overdue-work risk before it becomes a fire drill.Read the use case
See it with your own work
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