A Step-by-Step Guide to Getting Your Clients to Track Their R&D Time Contemporaneously

A Step-by-Step Guide to Getting Your Clients to Track Their R&D Time Contemporaneously

Here’s our quick step-by-step guide to turning your clients into time-tracking gold medallists!

Nikki Borgon
Partner Manager
A Step-by-Step Guide to Getting Your Clients to Track Their R&D Time Contemporaneously

We know how hard it is to get your clients to fill out your R&D hours spreadsheet. It's not your fault; it’s just the reality of their workflow and their busy schedules. The process can be more time-wasteful and stressful than it needs to be. If only clients were as enthusiastic about time tracking as they are about Friday afternoon drinks! 🥂🍻

We also understand how much time it takes to follow them up, wait for them to complete it, and even spend lengthy video calls. Let’s simplify this process with a few straightforward steps.

Step 1: Upload Their Previous R&D Claim


First, upload their previous R&D claim to Synnch. The platform will automatically analyse their R&D projects and activities, providing a comprehensive overview for your client’s team to work from.

Step 2: Set Automatic Reminders


Next, set automatic reminders. Choose the frequency for time recording—daily, weekly, or monthly—and Synnch will then automatically remind team members who have fallen behind in their time-tracking.

Step 3: Stay Updated with Time-Tracking Reports and Dashboards


Stay updated with time-tracking reports and dashboards, which allow you to monitor progress and ensure compliance. This feature helps you stay on top of things without constant follow-ups.

Step 4: Prepare Their R&D Claim Anytime


Finally, prepare their R&D claim however you like, whenever you like, based on the most accurate and current data. This ensures that your claims are always up-to-date and compliant.

It's that simple.

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Ready to simplify your time-tracking process and make your R&D claims more efficient? Partner with us today and transform the way you deliver your R&D tax services!

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The information contained in this blog is general in nature and should not be considered to be legal, tax, accounting, consulting or any other professional advice. In all cases, you should consult with a professional advisor familiar with your factual situation for advice concerning specific matters before making any decisions. By reading this blog, you confirm your understanding of this disclaimer.

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