Revolutionalise Your Accounting Practice With Cutting Edge Software
Synkli transforms accounting practices for accountants to simplify workflows. It effectively bridges businesses and accountants to share, manage, and store client data, introducing paperless automation.
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Problems Accountants Face
Common problems that every small business owner faces while managing his business
Inefficient Client Onboarding
Manual data entry and repetitive tasks slow down accountant onboarding. Automation is key to streamlining this process.
Incomplete Client Information
Incomplete or inaccurate client information delays accounting processes, impacting service quality.
Lack of Client Standardisation
Inconsistent client onboarding creates confusion, inefficiencies, and reduces overall effectiveness.
Untimely Client Responses
Client delays in providing financial documents or responding to information requests can hinder timely accounting task completion.
Disorganised Client Records
Poorly organised financial records hinder accountants from efficiently gathering necessary information.
Varied Document Formats
Inconsistent formats for invoices, receipts, and bank statements increase processing time and data entry, reducing efficiency.
Client Communication Gaps
Accountants may struggle to explain complex financial concepts, leading to client misunderstandings.
Limited Communication Channels
Inefficient communication tools can hinder collaboration between accountants and clients, impacting service quality.
Security Concerns
Securing sensitive client data is crucial but challenging, requiring robust measures to ensure confidentiality and client trust.
Client Data Accessibility
Accessing or retrieving client data when needed can be challenging, disrupting workflow and affecting client satisfaction.
Client Data Organisation
Managing a growing client base requires a well-organised data system to ensure accuracy.
Manual Financial Data Entry
Manual entry of financial data from invoices and bank statements is time-consuming and error-prone.
Incomplete or Inaccurate Financial Data
Missing or incorrect financial information can lead to inaccurate reports, impacting decision-making.
Lack of Automation in Financial Data Integration
Manual financial data collection and integration processes are error-prone, emphasizing the need for automation.
SOLUTIONS
Providing Accounting Solutions That Improves Accountant-Client Relationship, Efficiency and Productivity
Unlock efficiency and organisation for your accounting practice with our comprehensive management solutions. Streamline your operations and elevate your firm's performance effortlessly.
Streamlined Client Workflows
Synkli simplifies accounting tasks with automated data collection, online signature capabilities, and standardised forms for a smooth onboarding experience. This reduces the need for manual data entry and repetitive tasks.
Centralised Client Application
Synkli offers clients a secure app to store all information accurately and comprehensively from the start. This reduces delays and errors by maintaining complete and precise data. They can easily upload documents, access information, and communicate seamlessly.
Client collaboration tools
Utilise secure application for clients to upload documents, categorise expenses, and communicate directly within the platform. These tools also help accountants explain complex financial concepts effectively, ensuring clients fully understand their financial situation.
Pre-built templates
Utilise customisable templates for client intake forms, checklists, and engagement letters to ensure consistency and efficiency. This allows consistency in clients onboarding processes and ensures a uniform process for all.
Access controls
Define user roles and permissions for secure access to client information based on specific needs. You can dictate who should or shouldn’t have access to a client’s personal or business data.
Bank-grade security
Implement industry-leading security protocols to safeguard sensitive client data and ensure compliance with regulations. These bank-grade security measures are to ensure that all information is kept confidential and protected.
Mobile app access
Empower clients to capture receipts, track expenses, and submit information on the go using our mobile app. This ensures that accountants can retrieve necessary information without disruption to their workflow.
Real-time communication tools
Leverage built-in document sharing features for seamless collaboration with clients. This makes collaboration between accountants and clients more efficient and less time-consuming.
Interactive dashboards
Provide clients with real-time access to their financial data through personalised dashboards for better financial understanding. As the client base grows, these dashboards provide a clear overview and easy navigation of client information.
ROI CALCULATOR
Calculate your firm’s ROI with Synkli
Calculate your return on investment
Number of Employees
Annual Business Revenue
Average Employee Salary
Experience the Synkli Effect
These findings were obtained through Synkli’s 2023 Firm Usage Survey.
No commitment. You can cancel your subscription plan anytime.
FEATURES
Key Features: Your Path To Efficiency And Growth
Effortless Client Onboarding
Enhance your accounting practice with our easy-to-use, customisable form creation feature. It helps you gather all the necessary information from clients quickly and efficiently. You can tailor these forms to suit your specific needs, ensuring that the onboarding process is smooth and seamless. This means better communication and more accurate data collection from the start, helping you manage your clients more effectively.
Learn MoreClient OnBoardingTask Management and Reporting
Streamline your accounting tasks with Synkli's powerful task management and reporting tools. These features let you easily assign tasks, track your team’s progress, and get detailed insights into their performance. You can see what everyone is working on, spot any bottlenecks, and ensure that tasks are completed on time. Also, you can generate comprehensive reports that help you understand how your practice is performing and where you can improve.
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Task ReportingTask ManagementAdd TaskClient Management
Keep all your client information organised and accessible with our intuitive client management feature. You can effortlessly collect and store client data, gather signatures, and manage documents all in one place. Each client has a dedicated file manager, allowing for real-time file sharing between you and your clients. This ensures that you always have the latest information at your fingertips and can communicate with your clients more efficiently.
Learn MoreClientsAdd ClientExpense & Income Management
You can gain a clear understanding of your clients' financial situations with our detailed dashboards. These dashboards provide a visual overview of their income and expenses, making it easier to see their current financial position. You can also generate preprocessed profit and loss statements, rental schedules, or deduction summaries tailored to different types of clients, whether they are business owners, rental property owners, sole traders, or salaried individuals. This helps you provide better advice and ensure that your clients maximise their financial outcomes.
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Business
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Profit/LossSynkli Capture
Let’s revamp your WordPress site with SYNKLI Capture. This plugin seamlessly integrates with SYNKLI Portal, and its latest feature will streamline lead management by automatically syncing with your Portal and eliminating manual data entry work. Personalise your forms to capture relevant information and acquire instant updates on the SYNKLI dashboard. SYNKLI Capture refines your workflow. Focus on what matters—turning leads into loyal customers. Start with automated syncing and streamlined management today.
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Synkli Add-In for Outlook
Ready to boost productivity with a free Synkli add-in for Outlook? This feature smoothly combines with the Synkli portal, helping users manage leads directly from their Outlook. Simply use your existing Synkli account to automatically synchronise tasks and leads with the portal. Simplify your workflow and control everything from one location. The Synkli Add-In also offers a client lookup feature, helping you find complete information about your existing client saving considerable time.
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Connect to Xero
Let’s explore another exciting feature that seamlessly links Synkli with Xero. This synchronisation automatically sends your data to Xero in a minute. Gone are the days of inconsistencies or delays. You can access and update everything from any of the platforms. Whether you're reworking client information on Synkli or managing finances in Xero, the connected data ensures both systems are consistently accurate and up-to-date. This is time-saving and reduces the chance of errors. Now, concentrate on delivering outstanding service to your clients!
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Testimonials
What Our Users Love About Synkli
Learn more about how our app helps accountants and accounting companies streamline their day to day activities. Hear what makes them love us and why they don’t mind sticking around with us.
Kylie Roberts
CFO
Tracking expenses and income used to be a headache, but Synkli's intuitive interface has simplified the process. I can easily monitor our cash flow, generate detailed reports, and communicate with other team members. This feature has given us valuable insights into our financial health, leading to better financial planning.
Case Study
Case Studies
Discover how our app has transformed business's and individuals' stories into success experiences. From diverse industries, learn how Synkli has simplified financial management, made tax deductions easier, and improved communication with accountants.
Happy Customer
A Day In The Life Of An Accountant
Improving client relationships and standing out against the crowd
“Using Synkli has completely transformed my daily workflow. Tasks that used to take hours are now completed in minutes. The intuitive client management and automated reporting features have significantly increased my efficiency and accuracy. I can focus more on providing valuable insights to my clients rather than getting bogged down by administrative tasks. Synkli is a game-changer for any accountant looking to streamline their practice.”
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.
FAQ’s
Frequently Asked Questions
Maximising your tax returns with easy deduction claims
Download our mobile app to ensure you have accurate record keeping and an increase in your tax refunds. With Synkli, you can explore many accounting tools and features.
SECURITY
Security and Compliance
Lost Password Retrieval
Forgot your password or got locked out? Head to the Synkli login page, follow the prompts, and reset your password to regain access.
Security Questions
Answering security questions adds an extra layer of protection to your Synkli account. Even if someone gets your password, they can't access your account without answering these questions.
Email Verification
Secure your Synkli account with Email 2-Factor Authentication (2FA) to prevent lockouts and protect against password compromises.
Two Factor Authentication
Enable 2-Factor Authentication (2FA) to fortify your Synkli account! This added security layer ensures that even if your password is compromised, unauthorised access is prevented, giving you peace of mind.
Google Authenticator
A mobile security app that adds an extra authentication step to verify user identity for accessing sensitive Synkli account data.
Backup Codes
Using Google Authenticator for 2FA boosts account security. Backup codes in Synkli ensure access, even if you lose your phone or can't use the app.
Face ID/Touch ID
Ditch the password hassle! Our app enables seamless and secure login with Face ID on iPhone, iPad, or Touch ID on Android. Enjoy convenient and safe access to your account hassle-free!
