Optimise Productivity with the Outlook Add-In
Synkli’s Outlook add-in manages leads, synchronises tasks, and attains client information under one platform, enhancing accountant practice management.
Client Lookup Feature
Accountants can find existing clients using the client lookup feature, which provides comprehensive information and saves time.
Lead Management
Accountants manage leads directly from Outlook using existing Synkli accounts.
Task Synchronisation
The add-in automates the synchronisation of tasks and leads with the Synkli portal, simplifying workflow.
Maximise Your Productivity
A client management add-in for accountants that eases accounting practice and workflow.
features
Key Features-Everything you need to get ahead
Smooth Integration
Synkli’s Outlook add-in integrates with the Synkli portal, enabling accountants with an existing Synkli account to access and handle their leads and tasks without switching between applications.
- Synkli’s Outlook add-in integrates with the Synkli portal. You can search for "Synkli" in the Microsoft AppSource store and follow the prompts to combine it with your Outlook account, enhancing accountants' practice management.
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- Enable accountants to access and handle their leads and tasks without frequent switching between applications.
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- The accountants use an existing Synkli portal account to log in and manage everything from Outlook.
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Client Lookup Feature
The Outlook add-in lets accountants quickly access information about existing clients, including previous communications, contact details, and more, eliminating the need to search through multiple systems.
- The Outlook add-in helps accountants find complete information about existing clients, eliminating the need to search through multiple systems.
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- Accountants can access details such as previous communications, contact information, and lead history with just a few clicks.
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Lead Management
Accountants can centralise lead management, track and rework lead information from their inboxes, efficiently respond to opportunities, follow up, and maintain relationships with potential clients, saving time.
- Accountants can use their existing Synkli accounts to track and rework lead information from their Outlook inboxes.
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- Centralising lead management with an Outlook add-in allows accountants to respond to opportunities, follow up, and maintain relationships with potential clients.
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- This streamlined approach saves accountants time and ensures every lead is managed properly.
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Task Synchronisation
The Outlook add-in synchronises tasks and leads with the Synkli portal, allowing accountants to update their to-do lists while assigning urgent tasks to team members, eliminating manual processing, and reducing the risk of mistakes.
- The Outlook add-in synchronises tasks and leads with the Synkli portal, the accounting management software.
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- Synchronisation helps accountants to update their to-do lists and lead statuses constantly.
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- The task feature helps accountants assign urgent tasks to team members, eliminating manual processing and the risk of mistakes and enhancing collaboration.
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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.
