Accountants & Bookkeepers Businesses Sole Traders Individuals

Products

Accountants & Bookkeepers

Get clear insights into client finances with dashboards built for accounting professionals.

Business

Track performance and manage cash flow with smart, all-in-one business dashboards.

Sole Traders

Stay on top of freelance or personal finances with simple, intuitive dashboards.

Individuals

Effortlessly manage tax returns with smart tools for salaried and property-owning individuals.

Save Time and Boost Productivity

Experience a prompt, secure and valid online signing solution anywhere in Australia.

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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Pricing

Accountants & Bookkeepers

Gain clear insights into your clients' finances with dashboards built for accounting professionals.

Business

Track and analyse your financial performance with our comprehensive business dashboards.

Sole Traders

Stay on top of your personal or freelance finances with intuitive, easy-to-use dashboards.

Individuals

Estimate your refund and track your tax readiness easily.

Save Time and Boost Productivity

Experience a prompt, secure and valid online signing solution anywhere in Australia.

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.

Feature Image

Feature Image

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.

Feature Image

Feature Image

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.

Feature Image

Feature Image

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.

Feature Image

Feature Image

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.

Feature Image

Feature Image

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.

Feature Image

Feature Image

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.

Feature Image

Feature Image

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.

Feature Image

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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.

Feature Image

Feature Image

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.

Feature Image

Feature Image

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.

Feature Image

Feature Image

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.

Feature Image

Feature Image

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.

Feature Image

Feature Image

Task Management and Reporting

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

Feature Image

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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.

Feature Image

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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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Articles

Accountant & Bookkeepers

Synkli App Users

Synkli Web Users

Rename a Document in the Document Hub

Step 1: Log in and Navigate to Clients

Go to https://partners.synkli.com.au/
Enter your login details.
From the left-hand menu, click Clients.

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Step 2: Open Document Hub

Select the client you want to work with.
Once in their profile, click the Document Hub tab.

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Step 3: Select the Document

Inside the Document Hub, find the document or folder you want to rename.
Click on the three dots (⋮) menu next to it.

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Step 4: Click "Rename"

From the dropdown options, click Rename.

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Step 5: Update the Name

A box will appear.
Type in the new name for the document or folder.
Click Update to save the change.

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