Account Registration Guide For Accountants

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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  On the login screen, click the Sign-Up option at the bottom to initiate the account registration process.

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  Synkli will display the Account Sign-up form.

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.

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.

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 enable your 2FA email and perform a two-factor authentication check.

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  Pass the two-factor authentication check.

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  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

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  Provide your Essential Business Information.

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  Click Skip & Continue to proceed.

Note: The Skip & Continue button becomes active once all mandatory requirements are completed.

You can only change your personal or business details except your email address and contact number. Lets 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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  Click the Edit icon from Profile, to update the Date of Birth.
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  Click the Edit icon from Business, to make changes to your business details.

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  Synkli displays the Update Business details form.
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  You can make changes to your name, profile image, business bio, and other details.
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  Click Update button to save the updates.

In case you forgot your password, follow these steps:

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  Click the Forgot Password link from the login screen to initiate the new password setting-up process.

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  Synkli displays the Forgotten Password screen.
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  Enter your Email address and click the Next button.

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  Synkli generates an OTP and sends it to your email address.
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  You can copy or note down the OTP from the received email.

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  Synkli displays the Email OTP Verification screen as you click Next button from Forgotten Password screen.
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  Enter the OTP on the Email OTP Verification screen and click the Verify button

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  Synkli displays the reset New Password screen
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  Synkli displays the reset New Password screen
  a. our password should include:
  
  
  • One lowercase letter
  • One uppercase letter
  • At least one number

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

To change your password, follow these steps:

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  Click the Settings Manager menu option from the Dashboard Menu bar.
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  Synkli displays the Settings
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  Click the Security and Authentication button from the Settings management screen.

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  Synkli displays the Security and Authentication screen.
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  Click the Change Password button from Security and Authentication screen.

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  Synkli displays the Change Password screen.
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  Enter your registered Email address to receive an OTP code.
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  Click Continue from the Change Password screen.

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  Synkli sends an OTP verification email to your email address and displays the Email OTP Verification screen
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  Enter the OTP code to access the Change Password screen.
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  Click the Verify button.

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  Synkli displays 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.

Once the account registration setup is complete, you cannot change your email ID and phone number.

Important Note: Each email is linked to a single business profile. However, a phone number can be linked to multiple business profiles.