Secure Client Verification for Tax Return Agents
Protect your firm by confidently confirming the identity and legitimacy of everyone you work with. With our built in tool you can take control of client ATO compliance with one-click verification.
Instant Verification
Simply mark as Verified or Not Verified with a single click. No complicated flow, simply quick client status updates.
Verification Methods
Select the most appropriate verification method from document checks, in person meetings, online verifications or some other approach to make it work for every agent’s case.
Assign to Agent
Assign the agent who verifies the client from your team’s authorised agent list with a clear role assignment and tracking across your practice.
Verification Accuracy You Can Count On
Easy Status Verification
Client verification with Synkli, easy and efficient for tax professionals:
- Manage client verification status with a single click.
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- Instantly mark client profiles as “Verified” or “Not Verified” directly within Job management.
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- Keeps accountants clearly informed about verification scope and status.
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- Helps practices maintain clean, ATO compliant records with minimal effort.
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- Enjoy instant, visible, and securely logged status updates for all clients.
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- Designed for Australian Tax Return professionals to keep client data organised, current, and transparent.
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Multiple Verification Options
We provide multiple verification options:
- Document check, in-person meetings, or digital validations from trusted sources.
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- Ensure consistency for office meetings, reviewing IDs, or using secure online methods.
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- Track everything correctly and completely.
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- Select verification date and responsible agent for audit trails.
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- After the verification we don’t store your personal data.
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Detailed Notes Tracking
Our custom verification notes enhance your process:
- Add custom notes for unstructured or unconventional verification methods.
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- This simple field is powerful for complex cases or client-specific instructions.
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- Agents can enter details anytime, making team collaboration smoother and more informed.
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- Combined with agent assignment and date tracking, notes build a complete, secure, and auditable verification history.
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- Ensures ATO compliance while making your workflow client-focused.
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Instant Clarity, Verified Clients, No Guesswork
Track verification methods, assign a responsible team, and maintain a full audit trail, ensuring accuracy and transparency for every client you onboard.
Answers To Your Questions
Resources and News for Better Practice Management
Synkli App is Free
Verify clients instantly, assign agents, and maintain ATO-compliant records, all with one-click simplicity.
