Accountants & Bookkeepers Businesses Sole Traders Individuals

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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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Articles

Accountant & Bookkeepers

Synkli App Users

Synkli Web Users

How to Find Synkli Sync Failed Records

Step 1: Log-in

To begin, open your web browser and go to the official Synkli login page by clicking this link: https://partners.synkli.com.au/
Enter your registered email address and password to securely access your Synkli account.
Once logged in successfully, you’ll be redirected to your main dashboard,

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Step 2: Open App Connections

From the menu bar, click on Settings.
Under Settings, select App Connections to access the page where all integrations are managed.

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Step 3: Open Card

Click on App Connections to open its main page.
Here, you’ll see cards for different apps that can be linked with Synkli.
Each card represents an integration you can manage or set up.

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Step 4: Select Xero Practice Manager (XPM)

Find the Xero Practice Manager (XPM) card in the App Connections section.
Click on the card to open its settings and start the process of linking it with Synkli.

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Step 5: Click “Conflicted Record”

In the Configuration section, go to the Synkli to XPM tab.
If there are any sync issues, you’ll see them flagged as “Conflicted Record.”
Click on “Conflicted Record” to open the details and review the conflict.

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Step 6: Hover on “Sync Failed” Status

If a module shows “Sync Failed” in the status column, move your cursor over it.
Hovering will display a tooltip with error details, helping you understand why the sync did not complete.

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Step 7: XPM → Synkli

In Xero Practice Manager (XPM), go to Clients and search for the client using their ABN.
Correct any errored or incomplete data in the client record.
Once the information is updated in XPM, the data will automatically sync to Synkli through the auto-sync feature.

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Step 8: Synkli → XPM

In Synkli, go to Clients and search for the client with the errored record.
Update or correct the client details to fix the error.
Once the record is saved, the updated data will automatically sync to Xero Practice Manager (XPM) via auto-sync.

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How to Connect Xero Practice Manager with Synkli How to Add Tax Agent Name in XPM How to Check If a Client Is Synced in Synkli How to Disconnect Xero Practice Manager from Synkli How to Use Manual Sync in XPM How to Use One Way Sync Sync Status : Not Synced Connect Synkli to Xero Practice Manager auto sync

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