Simplify Your Accounting Practices With Our Innovative Features.
Synkli simplifies accountants' accounting practice management. Enjoy managing your clients, team members, and financial data in one place. Our powerful features empower accountants to deliver exceptional service and optimise accounting workflows.
Client Onboarding
Task Management
Mileage Tracker
Expense Management
Income Management
Online Signature
Client Management
Wordpress Plugin
Outlook Add-in
Xero Connection
FEATURES
Key Features: Your Path To Efficiency And Growth
Effortless Client Onboarding
Enhance your accounting practice with our easy-to-use, customisable form creation feature. It helps you gather all the necessary information from clients quickly and efficiently. You can tailor these forms to suit your specific needs, ensuring that the onboarding process is smooth and seamless. This means better communication and more accurate data collection from the start, helping you manage your clients more effectively.
Learn MoreTask Management and Reporting
Streamline your accounting tasks with Synkli's powerful task management and reporting tools. These features let you easily assign tasks, track your team’s progress, and get detailed insights into their performance. You can see what everyone is working on, spot any bottlenecks, and ensure that tasks are completed on time. Also, you can generate comprehensive reports that help you understand how your practice is performing and where you can improve.
Learn MoreClient Management
Keep all your client information organised and accessible with our intuitive client management feature. You can effortlessly collect and store client data, gather signatures, and manage documents all in one place. Each client has a dedicated file manager, allowing for real-time file sharing between you and your clients. This ensures that you always have the latest information at your fingertips and can communicate with your clients more efficiently.
Learn MoreExpense & Income Management
You can gain a clear understanding of your clients' financial situations with our detailed dashboards. These dashboards provide a visual overview of their income and expenses, making it easier to see their current financial position. You can also generate preprocessed profit and loss statements, rental schedules, or deduction summaries tailored to different types of clients, whether they are business owners, rental property owners, sole traders, or salaried individuals. This helps you provide better advice and ensure that your clients maximise their financial outcomes.
Learn MoreSynkli Capture
Let’s revamp your WordPress site with SYNKLI Capture. This plugin seamlessly integrates with SYNKLI Portal, and its latest feature will streamline lead management by automatically syncing with your Portal and eliminating manual data entry work. Personalise your forms to capture relevant information and acquire instant updates on the SYNKLI dashboard. SYNKLI Capture refines your workflow. Focus on what matters—turning leads into loyal customers. Start with automated syncing and streamlined management today.
Learn MoreSynkli Add-In for Outlook
Ready to boost productivity with a free Synkli add-in for Outlook? This feature smoothly combines with the Synkli portal, helping users manage leads directly from their Outlook. Simply use your existing Synkli account to automatically synchronise tasks and leads with the portal. Simplify your workflow and control everything from one location. The Synkli Add-In also offers a client lookup feature, helping you find complete information about your existing client saving considerable time.
Learn MoreConnect to Xero
Let’s explore another exciting feature that seamlessly links Synkli with Xero. This synchronisation automatically sends your data to Xero in a minute. Gone are the days of inconsistencies or delays. You can access and update everything from any of the platforms. Whether you're reworking client information on Synkli or managing finances in Xero, the connected data ensures both systems are consistently accurate and up-to-date. This is time-saving and reduces the chance of errors. Now, concentrate on delivering outstanding service to your clients!
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