Tax & Accounting
Tax work runs on deadlines, documents, and review. We build and operate software that keeps intake, evidence, sign-off, and client data under control, including our own tax practice workspace, Zacello.
Tax practices and tax-heavy businesses share a working rhythm that most software ignores. Volume spikes around filing deadlines, every number needs a source document, a second person has to review the work, and the data involved is some of the most sensitive a business holds. When the process lives in email threads and shared drives, each of those pressures becomes a risk.
Our work in this industry starts with our own product. Zacello is the client portal and practice workspace we built for tax firms. It covers engagements with assigned preparers and reviewers, versioned and scanned document uploads, source-linked preparation, independent review, and a controlled release to clients. It runs alongside the tax software firms already use.
Beyond Zacello, we help firms and tax-heavy businesses with the surrounding systems. That includes AI automation for document intake and data entry, IVOKER for drafting and follow-up work, PursuitBid for client advisory and cash planning, and security work that puts the safeguards behind a written information security plan in place.
Every engagement respects the same principle: professionals keep the judgment and the signature. Software should make evidence easier to find, handoffs harder to drop, and data harder to expose, without pretending to do the professional's job.
What makes tax & accounting different
Deadline-driven volume
Work concentrates into a few weeks, so any manual step in intake, follow-up, or review becomes a bottleneck exactly when capacity is lowest.
Evidence for every number
Each figure needs a source document a reviewer can find quickly. Files arriving by email with unclear names slow review and invite mistakes.
Independent review
Preparation and review should be separate steps by separate people, with a record of what was reviewed and what changed.
Sensitive data obligations
Tax professionals hold data that attracts attackers and carries legal duties, including a written information security plan and limits on disclosure.
Client communication
Requests, reminders, signatures, and delivery of results need a channel that is secure and easy for clients to use.
How we help tax & accounting businesses
AI automation for tax and accounting workflows
Focused automations for document intake, data extraction, classification, and re-keying in tax and accounting firms, with staff confirming every value.
See how it works →SECCybersecurity for tax professionals
Practical safeguards for tax practices, including MFA, access reviews, encryption, backups, phishing defense, and the controls behind a written information security plan.
See how it works →DATAData cleanup and migration for accounting firms
Consolidate client lists, engagement history, and spreadsheets into clean, validated records with reconciled migrations and reliable reporting for firms.
See how it works →Applied AIIVOKER for accounting and tax firms
How firms use IVOKER, a private AI operator, to sort mail, find documents, draft client follow-ups, and prepare files, with staff approving anything that goes out.
See how it works →OPSManaged IT and operations for tax practices
Ongoing monitoring, updates, device support, backups, and help desk for tax practices, with extra readiness before and during filing season.
See how it works →Financial planningPursuitBid for accounting firms and their clients
Use PursuitBid to deliver budgets, rolling forecasts, 13-week cash outlooks, and scenario analysis as an advisory service built on clients' own records.
See how it works →SMBWebsites for tax and accounting practices
Fast, credible practice websites with clear services, secure intake paths, appointment booking, and local search foundations for tax and accounting firms.
See how it works →Tax practice softwareZacello for tax practices
How Zacello organizes a tax practice's season, from organizers and document requests to source-linked preparation, independent review, and controlled release.
See how it works →Guides and articles
A backup and recovery plan that actually restores
How a small business can decide what to back up, set recovery targets, follow the 3-2-1 rule with ransomware in mind, and prove restores work before they are needed.
Read more →GuideChoosing your first AI automation
How to pick a first AI automation that pays off, by scoring processes on volume, inputs, rules, risk, and measurability, then scoping a small first release.
Read more →GuideHow to build a 13-week cash flow forecast
A step-by-step guide to building a weekly cash forecast from your own records, keeping it accurate, and using it to act before a shortfall arrives.
Read more →GuideHow to organize tax season intake so the busy weeks run smoothly
Set up engagements, organizers, document requests, and assignments before the season, so preparers spend their time preparing and not chasing files.
Read more →GuideHow to plan a new hire with a scenario before you commit
Model the real cost and cash timing of a new role, including loaded compensation, start dates, ramp-up, and payroll cycles, in a scenario separate from your plan.
Read more →GuideIndependent review in a small tax practice
How to keep preparation and review separate when the team is small, including what reviewers should check, how to record decisions, and how software can enforce it.
Read more →BlogA bigger Syntonyl site, built to be useful
Syntonyl.com now covers our products, twenty industries we work with, and a resource center of guides, glossary terms, comparisons, templates, and calculators.
Read more →BlogWhy IVOKER has no login page on the web
IVOKER opens only in a signed desktop app on registered computers. Here is the security reasoning behind that choice, and what it costs in convenience.
Read more →BlogIVOKER is available to invited clients
IVOKER, our private AI operator for business, is available through private client access. Here is what it does, how access works, and what to bring to a demo.
Read more →Frequently asked questions
Does Syntonyl offer tax preparation software?
No. Zacello handles the work around the return, including intake, documents, assignments, review, and client delivery. Firms keep their existing tax software for preparation and e-filing.
Can you help us meet IRS security expectations?
We help put the technical safeguards behind a written information security plan in place, including access controls, MFA, encryption, backups, and incident response. Your firm remains responsible for its own compliance.
What about businesses that are not tax firms but are tax-heavy?
Businesses with heavy sales tax, payroll, or multi-jurisdiction filing workloads benefit from the same discipline of clean data, document evidence, and planning. We help with data foundations, automation, and PursuitBid for cash planning around tax payments.
Let’s talk about your tax & accounting business.
Tell us what needs to work better. We reply within one business day with a clear next step.