Start Strong, Engage Sooner Client Onboarding Synkli
Synkli is made for accounting firms to manage clients, tasks, and timelines with purpose in one place. We smoothened the client onboarding process by simplifying data collection and automating document submission. Collaborate with your accountant and get the follow-ups with centralised communication.
Customisable Forms
Create customised forms to meet businesses' onboarding needs.
Onboarding Process
Ensures an integrated client onboarding experience through customisation.
Job Template
Defines the structure (status, manager, deadline, etc.) for jobs that are automatically created.
The Smooth Path from Prospect to Partner
Personalised Forms and Accurate Data Collection
Gather client details efficiently with Synkli’s customisable onboarding forms tailored to your accounting practice’s needs.
- Create engagement-specific data forms, TFN and ABN fields, compliance declarations, and service agreements
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- Minimise manual data errors and ensure critical information is collected from the start
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- Empower clients to complete onboarding online, reducing paperwork and delays
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Integrated Onboarding Process Management
Manage the entire onboarding lifecycle within Synkli, from initial contact to service activation.
- Create automatic task flows linked to document submission and approval milestones
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- Set onboarding checklists to track what documents are received and outstanding
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- Standardise the onboarding process for tax returns, BAS lodgements, payroll, advisory, and bookkeeping clients
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Configuring a Job Type
A job type combines a form, a job template, and related services to define a complete workflow.
- First, a job template is created to define the structure for automatically generated jobs, including details like status, manager, and deadlines.
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- Next, a job type is established, and both the specific form and the newly created job template are linked to it.
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- Finally, the relevant onboarding service is also attached to this job type to complete the setup.
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Client Onboarding for Success
Stop the endless paperwork and manual follow-ups. Automate your workflow to save valuable time and grow your practice.
Answers To Your Questions
Resources and News for Better Practice Management
Download the Synkli App. It’s Free
Automate client onboarding, collect accurate data, and manage every step, from first contact to job activation, in one place.
