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
- 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
- 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.