How Synkli All-in-One Cloud Based Software Helped Accounting Firm Boosted Capacity by 40%

The Kalculators is a multi-branch Adelaide accounting firm serving thousands of individual and business clients. Founded to offer “expert accounting services in Adelaide, the firm’s team of chartered accountants handles everything from individual tax returns to complex groups.
With offices across Adelaide (including Salisbury, Prospect, and Melrose) and a range of advisory services, The Kalculators had built a strong reputation for value. Despite this success, the firm relied on a mix of manual processes and separate tools—including spreadsheets and emailed checklists—to manage compliance and advisory workflows. This scattered approach became increasingly inefficient as client numbers grew.

Before Synkli, The Kalculators’ tax-return process was fragmented. Each office used its own forms and trackers, and staff often spent extra time copying client data between systems or following up on missing information.
This lack of integration created bottlenecks: accountants had to double-check spreadsheets, signatures by email, and manually coordinate handovers from outgoing tax agents. Industry research confirms that disjointed systems can cripple efficiency – for example, 38% of firms report that “a lack of integration between systems adds to inefficiency,” leading to extra manual data-entry and lost productivity.
In The Kalculators’ case, these issues meant longer wait times for clients, frustration for staff, and limited capacity to take on new work without hiring more people.

To help the Kalculators modernise their accounting operations, we introduced them to Synkli, our all-in-one, cloud-based practice management platform built specifically for accountants. With Synkli, they no longer have to juggle multiple apps, emails, or spreadsheets. Instead, they use a single platform where all client data, communications, and tasks are managed in one place.
Our goal with Synkli has always been to simplify digital data collection and centralise financial data sharing and collaboration, and that’s precisely what the Kalculators needed. Within a few weeks of onboarding, all three of their offices were fully integrated into Synkli. Key client information, financial history, and compliance-related updates now flow automatically through the system; no duplication and no delays.
By moving to Synkli, the Kalculators replaced a fragmented workflow with a streamlined, scalable setup, aligning with industry leaders' recommendation to “adopt unified platforms that streamline operations.” We’re proud to have helped make that happen.

Key Features Used

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  Deed Builder: Setting up entities is now a fast and reliable process for The Kalculators. Using Synkli’s Deed Builder along with pre-designed engagement forms for Family Trusts, Unit Trusts, SMSFs, Company Partnerships, and Associations, they collect precise client inputs from day one. Every form is tailored to the scenario, reducing back-and-forth while ensuring full compliance. The team delivers ready-to-sign deeds in minutes and gains back hours of valuable working time each week.
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  Client Onboarding: Synkli’s guided onboarding forms made it simple for the Kalculators to collect the correct client information upfront. They removed back-and-forth emails and manual re-entry, letting the accountants focus on delivering value faster.
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  Email Integrations: With integrated email workflows, the Kalculators never lose track of conversations. Every message is tied to the right task or client, so their team stays on the same page and no follow-up falls through the cracks.
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  Digital Signatures: Signing documents used to be a hassle, but it’s effortless now. Clients sign digitally from anywhere, and the agents get real-time updates. There is no printing, no delays, just fast and secure approvals.
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  Data integrity: Once Synkli was implemented, accurate, clean data became the norm. With built-in checks and smart fields, the Kalculators dramatically reduced errors, ensured consistency, and strengthened client confidence.
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  Client Verification: Verifying client details is no longer a drawn-out process. Synkli helps the agents confirm identities and tax links seamlessly, keeping the firm compliant while efficiently onboarding and processing engagements.
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  Ethical Clearance: Onboarding new clients is now faster and AASB-compliant with Synkli’s Ethical Clearance. It automates consent, risk checks, and agent records, cutting manual work and speeding up returns.
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  Client Agent Nomination: Synkli’s digital agent nomination made it easy for clients to link their myGovID and ABN, cutting weeks of admin into minutes. The Kalculators now get real-time updates and faster ATO authorisations.
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  Task and Job Management Reporting: To manage hundreds of returns each season, The Kalculators use Synkli’s Advanced job and task to assign, track, and optimise workloads.
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  Other Notable Features: Using Synkli, The Kalculators' centralised tax profiles, automated deduction insights, and streamlined client communication. Their team manages entities like companies, trusts, and SMSFs with consistent, accurate dashboards and forms. Real-time tracking and document checks ensure nothing’s overlooked—scaling client service without adding admin overhead.

After just three months with Synkli, The Kalculators boosted their capacity by 40% without hiring more staff. Automation through tools like Job Manager and Deed Builder cut manual tasks, shortened turnaround times, and improved workflow visibility across all offices. Task balancing became easier, delays dropped, and admin time was slashed, letting accountants focus on client service and strategy. The Kalculators have found the best pace in practice. Faster tax returns, fewer errors, and better client satisfaction

“Synkli has completely transformed the way we work,” says Kaleem Ullah, CEO at The Kalculators.
“We no longer waste hours on paperwork or hunting through emails. Everything – client files, tasks and signatures – is in one place, which means we can serve more clients without hiring extra staff. Our team can now focus on solving client problems instead of juggling spreadsheets. The difference in our day‑to‑day is night and day.”
“Clients have noticed the change, too,” Bilal adds. “We can respond to queries almost instantly and quickly turn around returns. And knowing everything is compliant and tracked gives us confidence. We’re proud that adopting Synkli hasn’t just boosted our numbers – it’s made our office more organised and our clients happier.”