SecureClient Verification for Tax Return Agents
Your client verification just got simpler. Synkli helps tax agents securely collect client IDs, meet ATO requirements, and onboard clients with confidence, efficiently and hassle-free.
Single-Click Status Verification
Simply mark as Verified or Not Verified with a single click. No complicated flow, simply quick client status updates.
Multiple Verification Methods
Select the most appropriate verification method from document checks, in-person meetings, online verifications or some other approach - options to make it work for every agent’s case
Assign a Responsible 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.
Streamline Your Compliance Process with Synkli!
Spend less time chasing paperwork and more time helping clients. Synkli’s verification workflow gives you flexibility, security, and total visibility—so your team stays organised, efficient, and start-to-end ATO-compliant.
Key Features
Easy Status Verification
Managing your clients' verification status with Synkli is as easy as a single click. Tax agents can instantly update a client profile as “Verified” or “Not Verified” directly from their verification control within the Job management, making the accountants clearly informed about the scope and status. This feature helps practices maintain clean, ATO-compliant records with minimal effort. Whether you are onboarding a new client or auditing an existing profile, status updates are instant, visible, and securely logged. For Australian Tax Return professional,s Synkli carefully designed this feature that keeps your client data well organised and current, making the process accurately transparent, adding to your clients’ trust in your services.
Multiple Verification Options
Synkli gives you flexibility in the way you choose to verify your clients - select from document checks, in-person meetings, or digital validations from trusted sources. This customised workflow supports the potentially diverse ways Australian tax agents may work with individuals and their business clients. Making it consistent for meetings in the office, reviewing driver’s licenses and passports, or using secure online methods, Synkli ensures everything is tracked and logged correctly and completely. You can select the exact date the verification took place and select the verifying agent from your team, ensuring an authentic audit trail.
Detailed Notes Tracking
Synkli has provided a dedicated section for adding custom verification notes as a perfect provision for scenarios where unstructured or non-conventional methods were used for verification and need to be included in the verification details correctly. This simple field is a powerful tool when dealing with complex cases or when client-specific instructions are to be recorded. Agents can enter these details at any time, making collaboration within your team smoother and more informed. Combined with agent responsibility assignment and date tracking, these notes help build a complete, secure, and auditable verification history. This ensures compliance with ATO recommended practices while making this workflow for your tax-return practice a perfectly client-focused feature.
Simple, accurate, and all-in-one financial management
Whether you're a tax accountant, sole trader, individual, or business, Synkli accounting software helps you manage everything from practice management to invoicing, document storage, mileage tracking, and expense management.
Why Choose Synkli?
Accountants and clients choose Synkli to digitally manage financial data and automate workflows to upgrade accounting practice management.
Improved Accounting Practice Management:
Synkli simplifies the accounting workflows of accountants. Our software optimises and automates client financial data, enhancing practice management and allowing accountants to focus on delivering exceptional digital experiences to clients.
Efficient Client Data Management:
Synkli is a powerful data-gathering tool for accountants. It enables the digital collection and organisation of client financial information. Its automation features help streamline data management, enhancing overall accounting practice efficiency.
Client and Accountant Collaboration:
Synkli is a client management tool that enables real-time collaboration between accountants and clients. It streamlines client financial data collection and management, enhancing practice efficiency and effectiveness for maximising tax benefits.
Frequently Asked Questions
Synkli is a practice management accounting software created to simplify receipt management for company claim deductions. The app offers instant receipt scanning, permitting businesses to capture and organise receipt information without the hassle of manual processes.
Accountant's Ultimate Client Management Software
Elevate your accounting practice with Synkli, a comprehensive client data-sharing and management tool. Our intuitive software is mainly designed for accountants to streamline accounting practice management, enhancing efficiency and client satisfaction.
