Synkli Online Signature - Secure and Effortless Signing Solution
Simplify your accounting practices with Synkli’s fast, secure e-signature solution. Easily collect client signatures on financial reports and tax documents, making practice management more straightforward and efficient for accountants in Australia.
Comfort
Convenient document signing with no paper trails.
Time-Saving
A simple signing process saves time and effort.
Safe Storage
Safe document storage to manage complete records.
Save Time and Boost Productivity
Experience a prompt, secure, and valid online signing solution anywhere in Australia.
features
Key Features-Everything you need to get ahead
Online Signature Preparation Process for Accountants
Accountants mainly use this feature to require clients' emails, names, dates, and signatures. They share the documents electronically or online with clients using the Synkli portal. Let’s see how it works.
- On the portal, accountants upload files (in PDF format only) from their ‘accountant folder’ in the document hub section of the client’s profile.
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- Accountants drag & drop fields in the files, such as pasting emails, names, dates, and signatures, for clients to perform particular functions.
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- Accountants can add multiple recipients and customised email messages before sending the files to clients.
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Steps for Clients in the Online Signature Process
The client-side process is also quite simple. Here are a few steps for the clients to complete the online signature process using their mobile app.
- Clients or multiple recipients receive notifications from the accountant in their ‘authorised folder’ of the file manager section to share information online using the online signature feature.
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- After clicking the ‘draw signature’ button and filling out the required fields, a message appears confirming, ‘Everyone has signed,’ indicating completion.
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- Clients can share files/documents with the accountant for desired edits via the Synkli mobile app. Shared documents are stored in the ‘accountant folder’ for specific actions.
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Maximising your tax returns with easy deduction claims
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.
