Automate Client Management with Synkli!
Synkli, the client management software for accountants, upgrades client-accountant interactions by conveniently managing client data for improved accounting practice management.
Organised Client Information
Collect and store client data as accountants in an organised manner.
Dedicated File Manager
Each client has a dedicated file manager for enhanced data management.
Instant File Sharing
Share files with clients, ensuring access to the updated information.
Maximise Your Client Management
Simplify your client communication and management in one centralised platform.
features
Key Features-Everything you need to get ahead
Organised Client Information
- Synkli helps you collect and store client data in a structured format such as prospective, active, inactive and more.
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- This organised approach allows eligible people to access relevant information anytime, anywhere, without spending hours searching for details.
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- With everything in one place, accountants can provide a personalised experience to each client's needs.
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Dedicated File Manager
- Each client is assigned a dedicated file manager, which includes an accountant and an authorised folder. The accountant oversees all file management, from activity handling to communication.
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- Having a centralised point of contact between clients and accountants benefits accountants in providing client-centric solutions.
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- Synkli’s dedicated file manager option smoothly creates, edits, and stores files, ensuring efficient client data handling.
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Instant File Sharing and Communication
- Instant file sharing with clients ensures they can access the updated information immediately.
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- Activities such as client signatures allow clients to inspect documents, deliver feedback, and stay informed about critical updates.
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- By simplifying the sharing process, accountants and businesses can enhance communication and reduce delays.
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Maximising your tax returns with fast, easy and accurate data management
Download our mobile app to ensure you have accurate record keeping and an increase in your tax refunds. With Synkli, you can explore many accounting tools and features.
Productivity
Why Choose Synkli?
Accountants and clients choose Synkli to digitally manage financial data and automate workflows to upgrade accounting practice management.
Improved Accounting Practice Management:
Synkli simplifies the accounting workflows of accountants. Our software optimises and automates client financial data, enhancing practice management and allowing accountants to focus on delivering exceptional digital experiences to clients.
Efficient Client Data Management:
Synkli is a powerful data-gathering tool for accountants. It enables the digital collection and organisation of client financial information. Its automation features help streamline data management, enhancing overall accounting practice efficiency.
Client and Accountant Collaboration:
Synkli is a client management tool that enables real-time collaboration between accountants and clients. It streamlines client financial data collection and management, enhancing practice efficiency and effectiveness for maximising tax benefits.
FAQ’s
Frequently Asked Questions
Accountant's Ultimate Client Management Software
Elevate your accounting practice with Synkli, a comprehensive client data-sharing and management tool. Our intuitive software is mainly designed for accountants to streamline accounting practice management, enhancing efficiency and client satisfaction.
