Simplify Your Accounting Workflow with Synkli's Document Hub

Systematically arrange accounting workflows with Synkli's document hub feature. This feature helps businesses and accountants manage their files, including collecting, storing, organising, and reviewing financial and tax documents in one place for enhanced accounting practice management.

document-hub-page--box-icon-1
document-hub-page--box-icon-1-hovered

Software for Accounting Practice

An organised software for accountants and businesses managing business files and tax documents.

document-hub-page--box-icon-2
document-hub-page--box-icon-2-hovered

Systematic Organisation

Allows collection, storage, organise, and review of financial records, tax return documents, and more.

document-hub-page--box-icon-3
document-hub-page--box-icon-3-hovered

Storage Opportunities

The app can store business data up to 2 GB

Streamline Your Accounting

Experience efficient organisation and easy management for your tax claims in Australia.

circled-pattern
features

Key Features-Everything you need to get ahead

Management of Financial Documents by Businesses

Using the document hub option, businesses use Synkli to manage and store all financial information. They attach files to invoices, bills, receipts and more. Businesses can:

  • tick-icon-for-li
    Drag and drop, upload and attach documents.
  • tick-icon-for-li
    Upload numerous files from your phone or desktop (for accountants) in one go.
  • tick-icon-for-li
    View a bill, receipt or financial document side-by-side with the information screen.
  • tick-icon-for-li
    Share files with their accountants.
document-hub-page--management-of-financial-documents-by-businesses
document-hub-page--management-of-financial-documents-by-businesses-hovered

Use of Document Hub for Accountants

Accountants use file managers to view, assess, and share financial documents, simplifying accounting practice management. This feature mainly seeks e-signatures from clients or multiple recipients for quick and efficient accounting record management and tax processes.   

document-hub-page--use-of-document-hub-for-accountants
document-hub-page--use-of-document-hub-for-accountants-hovered
Productivity

Why Choose Synkli?

Accountants and clients choose Synkli to digitally manage financial data and automate workflows to upgrade accounting practice management.

star-icon-for-title
star-icon-blue-for-title

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.

star-icon-for-title
star-icon-blue-for-title

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.

star-icon-straight-for-title
star-icon-blue-for-title

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.

Image
Magazine

Resources and News for Better Practice Management

27 June, 2024

See More
15 Aug, 2024

See More
20 Sep, 2024

See More

Data sharing and management accounting software tailored for business owners and accounting professionals. Our innovative platform seamlessly integrates with your workflow, simplifying bookkeeping, invoices, and financial reporting. Whether you're a small business owner or a seasoned accountant, Synkli provides the tools and insights you need to manage finances efficiently, track expenses, and maximise profitability. Experience the difference in accounting efficiency today.

© Copyright 2024. All Rights Reserved.