Transform Client Onboarding with Synkli Workflow
Synkli streamlines the client onboarding journey for accountants and bookkeepers by simplifying data collection, automating document submission, and enhancing communication. Manage personalised forms, client profiles, and onboarding checklists in one integrated accounting platform.
Personalisable Forms
Create customised forms to meet businesses' onboarding needs.
Integrated Onboarding Process
Ensures an integrated client onboarding experience through customisation.
Enhanced Communication
Help achieve improved communication with clients from the beginning.
Maximise Your Client Onboarding Accuracy
Accelerate new client setup, reduce manual entry, and ensure complete data compliance by using Synkli’s digital onboarding features.
Key Features-Everything you need to get ahead
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
![icon-for-li]()
- Minimise manual data errors and ensure critical information is collected from the start
![icon-for-li]()
- Empower clients to complete onboarding online, reducing paperwork and delays
![icon-for-li]()
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
![icon-for-li]()
- Set onboarding checklists to track what documents are received and outstanding
![icon-for-li]()
- Standardise the onboarding process for tax returns, BAS lodgements, payroll, advisory, and bookkeeping client
![icon-for-li]()
Enhanced Client Communication
Strengthen client relationships during onboarding with proactive communication tools
- Set automated email reminders for document requests, form submissions, and welcome kits
![icon-for-li]()
- Keep clients informed of their onboarding progress through secure updates
![icon-for-li]()
- Foster a professional first impression that sets the tone for long-term partnerships
![icon-for-li]()
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’s client onboarding system helps accountants and bookkeepers automate the collection of client information, forms, and documentation. It provides a structured, paperless process that ensures accuracy, consistency, and efficiency during new client intake.
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.
