Synkli Capture - Your Way to More Conversions
Synkli Capture assists accountants in gathering leads and engages businesses with accounting needs to grow conversions. Easy integration of the WordPress plugin with the Synkli portal ensures that all the client details received are complete and accurate.
Smooth Integration
The plugin combines the Synkli portal to help accountants manage all leads.
Customised Forms
Accountants employ personalised forms to record relevant information efficiently.
Automatic Syncing
The WordPress plugin automatically links client data with the portal without manual work.
Boost Your Conversions
Turn every click into a conversion and experience remarkable growth.
features
Key Features-Everything you need to get ahead
Smooth Integration
- The plugin smoothly combines with Synkli CRM by developing a connection using the Synkli API key.
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- Businesses can obtain their Synkli API key by logging in to their Synkli account and navigating to the API settings section to generate or view their API key.
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- This integration confirms that the data is synchronised and readily available, eliminating complex setups and facilitating a team of accountants to focus on nurturing leads instead of managing data.
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Customised Forms
- Businesses can use personalised forms to record relevant information.
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- The plugin has two options, content and style, that help businesses to make changes to the form.
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- In content, businesses can change the form's titles and descriptions to suit their needs. In style, they can choose customised forms, including a default style, light and dark versions, and more.
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Automatic Syncing
- Synkli Capture automatically syncs data with the Synkli portal using the Synkli API key, reducing manual updates and minimising errors by accountants to improve accounting practices.
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- Automatic syncing helps accountants and their team members access the most updated client information when new information is recorded and reflected in the CRM.
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Enhanced Workflow
- Synkli Capture automatically syncs data with the Synkli portal using the Synkli API key, reducing manual updates and minimising errors by accountants to improve accounting practices.
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- Automatic syncing helps accountants and their team members access the most updated client information when new information is recorded and reflected in the CRM.
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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.
