Account Registration Guide For Accountants

Accountants can register their firm or create an account to get started with Synkli.

Simply follow these steps to begin:

Step 1: Visit Synkli and Access the Sign-Up Option

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    Visit the Synkli website (partners.synkli.com.au).
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    Click the ‘Sign-Up’ link to initiate the account registration process.
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    Synkli will display the Account Sign-up form.
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    On the login screen, click the Sign-Up option at the bottom.

Step 2: Enter Personal Information

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    Populate the details of the following required fields:

    • First Name
    • Last Name
    • Business Name
    • Business Address
    • Email
    • ABN Number
    • Phone Number
    • Business Email
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    Click the ‘Next’ button, having populated all the fields correctly.
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    An email from Synkli is sent to the provided address in the personal registration details.

Step 3: Email Link Verification

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    Check your email inbox for a verification email sent by Synkli.
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    Click ‘Verify Email’ from the email to acknowledge the registration confirmation, completing the process successfully.
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    Synkli displays a verification success message.
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    Click ‘Return to Your Application’ to acknowledge the confirmation that the process has been completed successfully.

Step 4: Set Password and Agree to Terms

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    Create a strong password with at least eight characters.

    Password should include:

    • Lowercase letter
    • Uppercase letter
    • Number
    • Symbol as a character.
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    Select the ‘Terms and Conditions’ checkbox - agreeing to the ‘Privacy Policy’.
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    Click the ‘Sign-Up’ button to complete your account registration.
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Step 5: Registration Successfully

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    A ‘Registration Successful’ screen will appear after completing these steps.
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    Click the ‘Continue’ button to proceed.
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Mandatory Information to Complete the Onboarding Process

Mandatory Prerequisites

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    Login to your account
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    Pass two-factor authentication check
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    Provide your ‘personal details’
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    Provide your ‘essential business information’.
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    Click ‘Skip & Continue’ to proceed.

Optional

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    ‘Add Services’ and ‘Add Branch Location’ are optional details which can be added after onboarding.
    Review all the necessary details above for the user and business profiles.
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    Login to your account
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    Click Activate to proceed with a two-factor authentication check.
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    Pass the two-factor authentication check.
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    Provide your ‘personal details’
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Note: This screen is only available during the onboarding process. Once these details are submitted, the screen will show the data fields in editable format only with more profile data fields.

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    Provide your ‘essential business information’.
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    Click ‘Skip & Continue’ to proceed.
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Update/Edit Registered Firm Details

You can only change your personal or business details except your email address and contact number. Let’s guide you through the process:

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    Click 'Your Profile' button from the top right corner of your dashboard button.
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    Here, you can change your name, profile image, business bio, and more.
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Recovering Forgotten Password

In case you forget your password, follow these steps:

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    Click the ‘Forgot Password’ link from the login screen to initiate the new password process.
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    Enter your ‘Email’ address and click ‘Login’ button.
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    Synkli generates an OTP and sends it to your email address.
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    Enter the ‘OTP’ on the ‘Email OTP Verification’ screen and click the ‘Verify’ but
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    Synkli displays the reset ‘New Password’ screen.
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    Set your new password with the following parameters: (at least 8 characters, including
    one lowercase letter, one uppercase letter, one number, and one unique character) and click ‘Confirm’
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    Set your New Password with at least eight characters and click the ‘Continue’ button.

    a. Password should include:

    • One lowercase letter
    • One uppercase letter
    • At least one number
    • One symbol is a character.
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    Synkli resets your password and displays a 'Congratulations’ screen.
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    Click the ‘OK’ button to close it.

Change Password

To change your password, follow the below-mentioned steps:

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    Go to Settings > Security > Change Password.
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    Click ‘Continue’ in the Change Password section.
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    An OTP verification email will be sent to your address. Enter the OTP to access the Change Password screen.
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    Set a new password and click ‘Confirm’ to reset it.

    Password should include:

    • One lowercase letter
    • One uppercase letter
    • At least one number
    • One unique character.
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Changing the Registered Email ID or Phone Number

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    You can not change your email ID and phone number once account registration setup is complete for your account.
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    Important Note: Each email is linked to a single business profile. However, a phone number can be linked to multiple business profiles.

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