Deed Builder for Accountants – Draft SMSF & Trust Deeds Instantly | Synkli

Accountants & Bookkeepers Businesses Sole Traders Individuals

Features

Client Management

Manage all client entities and jobs from a single dashboard.

Client Onboarding

Onboard new clients with compliance and data collection tools.

Collate Documents

Gather client files automatically across jobs and folders securely.

Deed Builder

Create company, trust and entity formation documents.

Ethical Clearance

Run ethical checks before client onboarding or engagements.

Inbuilt Email Manager

Maintain your emails with clients, jobs and documents.

Job & Workflow Tracker

Manage client jobs, tasks, lodgements and due dates.

Online Signature

Send and track documents for secure online signatures.

See All Features

Save time across jobs, clients & files

Work smarter with secure tools built for Australian accounting practices.

Client Management

All the complex client management turns are simplified with Synkli’s workflows, explicitly designed for the accountants. Centralised documents of associated clients and related collaboration with stakeholders.

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Client Onboarding

Onboard clients efficiently without mistakes using Synkli’s automated workflows. From ID verification and ethical checks to agent nomination, everything is streamlined in an easy process flow reducing the back-and-forth communication to make it efficient.

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Client Verification

Your client verification just got simpler. Synkli helps tax agents securely collect verified client IDs, meet ATO requirements and seamlessly onboard new clients with confidence, efficiently and hassle-free.

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Collate Documents

Accountants streamline their documentation process using Synkli’s Collate Documents feature, designed by the accountants to save time, reduce follow-ups and ensure consistent ATO compliance.

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Deed Builder

Save hours of your resources drafting the legal documents! Synkli’s Deed Builder feature automatically generates flawless deeds for the Companies, Family Trusts, SMSFs and other business entities in minutes—not days.

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Ethical Clearance

Well-structured ATO-compliant client onboarding with Synkli’s ethical clearance workflow — timely risk assessments from previous tax agents and secure documentation for individuals and business entities.

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Expense and Income Management

Simplify how your business tracks expenses, monitors income and prepares reports. Synkli offers powerful tools for businesses to manage finances accurately and stay organised across all activities.

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Inbuilt Email Manager

Take control of your Outlook inbox with Synkli’s Email Manager. This communication tool empowers accountants to manage emails from multiple accounts in one place without switching. Synkli makes communication simple and efficient.

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Job & Workflow Tracker

Streamline your practice management with Synkli’s job manager to boost efficiency by 30% through automation. Employ digital options to share and manage client financial data. Also, set milestones.

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Mileage Tracking

Track your business travel easily with Synkli’s mileage tool. Log each trip, record expenses and maximise your car-related tax deductions without the hassle of manual entry or paperwork.

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Online Signature

You have the freedom to send, sign and collaborate on your documents online from anywhere, anytime. Synkli’s document hub makes online signatures a simple, straightforward task that is legally valid.

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Relay Room

Our Relay Room keeps your communication focused and secure by linking emails directly to specific jobs. Send, receive, and manage job-related conversations with precision, without any inbox clutter.

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Security And Authentication

Keep your accounting firm safe with powerful authentication controls. From strong password settings to two-factor authentication, Synkli ensures your client data stays protected always.

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Task Management and Reporting

Always be ahead of your deadlines with intelligent job and task workflows built to simplify routine operations.

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Connected Practice Stack

Connect Xero, Xero Practice Manager and Outlook to Synkli to streamline your accounting workflows. Eliminate manual data entry, automate client management and stay on top of tasks all from one smart platform.

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Workspace Management

Transform how your team works with a centralised system designed for peak efficiency. Streamline tasks, enhance collaboration, and unlock your practice's full potential, all within one intuitive platform.

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Deeds, Done Right with Smart Synkli

Experience the perfect process of drafting deeds for trusts, SMSFs & companies with unparalleled speed and accuracy. Save your hours of manual work with professional results in minutes.

Join Synkli Now!Learn More

Future Forward

Propel your accounting business with perfect deed documentation for all types of clients in minutes, without worries of making mistakes.

Zero Manual Work

Synkli updates your clients’ information and legal clauses behind the scenes, saving you from tiring paperwork and compliance related mistakes.

Sign & Save Securely

With our security measures process the entire documentation safely, including, online signature, archiving or collating the deeds.

features

Effortless Deeds, Future-Ready Compliance

Deeds Handled Professionally

With Synkli deed builder you can simplify the legal documentation.
Timely, compliant and error-less.
Deed in minutes, save your precious hours.
No worries about manual drafting.
With paperless services engage more clients.

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Accurate Legal Drafting

Without any repetitive data entry, you can generate the bulk deeds for multiple clients.
Make and sign SMSF trust deeds with the blink of an eye with ATO compliance.
Draft the agreements on a quick basis through our job manager.
Auto-fill trustee details and clauses without making the errors.

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Paperless Era

With Synkli, there is no more mess of paper. Build the deeds through the job manager, go in listings, select the company, then go to the workstation and select the deed builder to generate the instant paperless deeds.

Answers To Your Questions

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Empower your practice with tailored tools built for accountants

Get a Free Consultation

Absolutely. Synkli’s Deed Builder supports all three entity types, companies, trusts, and SMSFs, and it can generate deeds in bulk for multiple clients at once, saving major time.

Practice Management Updates

Resources and News for Better Practice Management

10 June, 2025

Get Synkli for Free

Download the Synkli app, to ensure you have accurate record keeping. It’s completely free with no trial period. You can explore many accounting tools and features.

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