Accountants & Bookkeepers Businesses Sole Traders Individuals

Features

Client Management

Manage all client entities and jobs from a single dashboard.

Client Onboarding

Onboard new clients with compliance and data collection tools.

Collate Documents

Gather client files automatically across jobs and folders securely.

Deed Builder

Create company, trust and entity formation documents.

Ethical Clearance

Run ethical checks before client onboarding or engagements.

Inbuilt Email Manager

Maintain your emails with clients, jobs and documents.

Job & Workflow Tracker

Manage client jobs, tasks, lodgements and due dates.

Online Signature

Send and track documents for secure online signatures.

See All Features

Save time across jobs, clients & files

Work smarter with secure tools built for Australian accounting practices.

Client Management

All the complex client management turns are simplified with Synkli’s workflows, explicitly designed for the accountants. Centralised documents of associated clients and related collaboration with stakeholders.

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Client Onboarding

Onboard clients efficiently without mistakes using Synkli’s automated workflows. From ID verification and ethical checks to agent nomination, everything is streamlined in an easy process flow reducing the back-and-forth communication to make it efficient.

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Client Verification

Your client verification just got simpler. Synkli helps tax agents securely collect verified client IDs, meet ATO requirements and seamlessly onboard new clients with confidence, efficiently and hassle-free.

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Collate Documents

Accountants streamline their documentation process using Synkli’s Collate Documents feature, designed by the accountants to save time, reduce follow-ups and ensure consistent ATO compliance.

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Deed Builder

Save hours of your resources drafting the legal documents! Synkli’s Deed Builder feature automatically generates flawless deeds for the Companies, Family Trusts, SMSFs and other business entities in minutes—not days.

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Ethical Clearance

Well-structured ATO-compliant client onboarding with Synkli’s ethical clearance workflow — timely risk assessments from previous tax agents and secure documentation for individuals and business entities.

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Expense and Income Management

Simplify how your business tracks expenses, monitors income and prepares reports. Synkli offers powerful tools for businesses to manage finances accurately and stay organised across all activities.

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Inbuilt Email Manager

Take control of your Outlook inbox with Synkli’s Email Manager. This communication tool empowers accountants to manage emails from multiple accounts in one place without switching. Synkli makes communication simple and efficient.

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Job & Workflow Tracker

Streamline your practice management with Synkli’s job manager to boost efficiency by 30% through automation. Employ digital options to share and manage client financial data. Also, set milestones.

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Mileage Tracking

Track your business travel easily with Synkli’s mileage tool. Log each trip, record expenses and maximise your car-related tax deductions without the hassle of manual entry or paperwork.

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Online Signature

You have the freedom to send, sign and collaborate on your documents online from anywhere, anytime. Synkli’s document hub makes online signatures a simple, straightforward task that is legally valid.

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Relay Room

Our Relay Room keeps your communication focused and secure by linking emails directly to specific jobs. Send, receive, and manage job-related conversations with precision, without any inbox clutter.

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Security And Authentication

Keep your accounting firm safe with powerful authentication controls. From strong password settings to two-factor authentication, Synkli ensures your client data stays protected always.

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Task Management and Reporting

Always be ahead of your deadlines with intelligent job and task workflows built to simplify routine operations.

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Connected Practice Stack

Connect Xero, Xero Practice Manager and Outlook to Synkli to streamline your accounting workflows. Eliminate manual data entry, automate client management and stay on top of tasks all from one smart platform.

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Workspace Management

Transform how your team works with a centralised system designed for peak efficiency. Streamline tasks, enhance collaboration, and unlock your practice's full potential, all within one intuitive platform.

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Articles

Get Started with Synkli

Account Registration Guide

Sign Up with Invite Email

Accessing the Onboarding Wizard

Setting Up Tax Profile

Security and Authentication Settings

User Files Folder

Accountant's Files Folder

How to Check If a Client Is Synced in Synkli: Step-by-Step Guide

This guide provides a straightforward method for checking client sync status in Synkli, ensuring you can efficiently manage your client relationships. By following the steps outlined, you can quickly identify which clients are synced and which are not, allowing for timely updates and improved workflow. It's an essential resource for anyone looking to maintain accurate client data and streamline their operations.

Part 1: How to Check if a Client is Synced

Step 1: Access the Clients Section

From the left-hand menu, click on “Clients” to begin.

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Step 2: The Client's Dashboard

Once you're in the Clients section, click on “All Clients.”

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Step 3: Select a Client

Click on any client from the list to view their details.

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If the client is successfully synced with Synkli, you will see a green tick icon on their profile screen, indicating that the sync is complete.

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Part 2: How to Identify a Client Not Synced

If a client is not synced with Synkli, a “Not Synced” label will appear next to the client's name on the dashboard.
This helps you easily identify which clients need to be synced.

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On this page

All Articles

Get Started with Synkli Account Registration Guide Sign Up with Invite Email Accessing the Onboarding Wizard Setting Up Tax Profile Security and Authentication Settings User Files Folder Accountant's Files Folder Authorised Files Folder First Time Login - Two Factor Authentication File Manager Dashboard Emails Automatically Deleted from Mailbox Application Terminates When Sent to Background Logbook Guide Logbook Setup Logbook Usage Client Agent Nomination How to Sign Up with Individual Onboarding by User How to Sign Up with Individual Onboarding by Accountant Invite Email How to Sign Up as a Sole Trader How to Sign Up as a Sole Trader via Accountant Invite How Can an Existing User Register for Partnership How Can an Existing User Register for Partnership Engagement How Can an Existing User Register for a Company How Can an Existing User Register for Company Engagement How Can an Existing User Register for SMSF How Can an Existing User Register for SMSF Engagement How Can an Existing User Register for Unit Trust How Can an Existing User Register for Unit Trust Engagement How Can an Existing User Register for family Trust How Can an Existing User Register for Family Trust Engagement How Can an Existing User Register for an Association How Can an Existing User Register for an Association Engagement How to Sign Up for Entity Registration/ Engagement from Inside Profile How Can a New User Register for a Partnership How Can a New User Register for Partnership Engagement How Can a New User Register for a Company How Can a New User Register for Company Engagement How Can a New User Register for SMSF How Can a New User Register for SMSF Engagement How Can a New User Register for Unit Trust How Can a New User Register for Unit Trust Engagement How Can a New User Register for Family Trust How Can a New User Register for Family Trust Engagement How Can a New User Register for an Association How Can a New User Register for an Association Engagement Account Registration Guide For Accountants Role Management Jobs Management How to Connect Xero Practice Manager with Synkli: Step-by-Step Guide How to Add Tax Agent Name in XPM : Step-by-Step Guide How to Check If a Client Is Synced in Synkli: Step-by-Step Guide How to Disconnect Xero Practice Manager from Synkli: Step-by-Step Guide How to Use Manual Sync in XPM: Step-by-Step Guide

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Data sharing and management accounting software tailored for accountants, business owners, sole traders and individuals. Our innovative platform seamlessly integrates with your workflow, simplifying bookkeeping, invoices and financial reporting. Whether you're a small business owner or a seasoned accountant, Synkli provides the tools and insights you need to manage finances efficiently, track expenses and maximise profitability. Experience the difference in accounting efficiency today.

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