Account Registration Guide For Accountants

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

• 
  Visit the Synkli website (partners.synkli.com.au).
• 
  Click the ‘Sign-Up’ link to initiate the account registration process.

• 
  Synkli will display the Account Sign-up form.
• 
  On the login screen, click the Sign-Up option at the bottom.

Step 2: Enter Personal Information

• 
  Populate the details of the following required fields:
  
  
  • First Name
  • Last Name
  • Business Name
  • Business Address
  • Email
  • ABN Number
  • Phone Number
  • Business Email
• 
  Click the ‘Next’ button, having populated all the fields correctly.

• 
  An email from Synkli is sent to the provided address in the personal registration details.

Step 3: Email Link Verification

• 
  Check your email inbox for a verification email sent by Synkli.

• 
  Click ‘Verify Email’ from the email to acknowledge the registration confirmation, completing the process successfully.

• 
  Synkli displays a verification success message.

• 
  Click ‘Return to Your Application’ to acknowledge the confirmation that the process has been completed successfully.

Step 4: Set Password and Agree to Terms

• 
  Create a strong password with at least eight characters.
  
  Password should include:
  
  
  • Lowercase letter
  • Uppercase letter
  • Number
  • Symbol as a character.
• 
  Select the ‘Terms and Conditions’ checkbox - agreeing to the ‘Privacy Policy’.
• 
  Click the ‘Sign-Up’ button to complete your account registration.

Step 5: Registration Successfully

• 
  A ‘Registration Successful’ screen will appear after completing these steps.
• 
  Click the ‘Continue’ button to proceed.

Mandatory Information to Complete the Onboarding Process

Mandatory Prerequisites

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

Optional

• 
  ‘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.
  
• 
  Login to your account

• 
  Click Activate to proceed with a two-factor authentication check.

• 
  Pass the two-factor authentication check.

• 
  Provide your ‘personal details’

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.

• 
  Provide your ‘essential business information’.

• 
  Click ‘Skip & Continue’ to proceed.

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:

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

Recovering Forgotten Password

In case you forget your password, follow these steps:

• 
  Click the ‘Forgot Password’ link from the login screen to initiate the new password process.

• 
  Enter your ‘Email’ address and click ‘Login’ button.
• 
  Synkli generates an OTP and sends it to your email address.

• 
  Enter the ‘OTP’ on the ‘Email OTP Verification’ screen and click the ‘Verify’ but

• 
  Synkli displays the reset ‘New Password’ screen.

• 
  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’
• 
  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.

• 
  Synkli resets your password and displays a 'Congratulations’ screen.
• 
  Click the ‘OK’ button to close it.

Change Password

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

• 
  Go to Settings > Security > Change Password.

• 
  Click ‘Continue’ in the Change Password section.

• 
  An OTP verification email will be sent to your address. Enter the OTP to access the Change Password screen.

• 
  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.

Changing the Registered Email ID or Phone Number

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