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.

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Smooth Integration

The plugin combines the Synkli portal to help accountants manage all leads.

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Customised Forms

Accountants employ personalised forms to record relevant information efficiently.

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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.

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features

Key Features-Everything you need to get ahead

Smooth Integration

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    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

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    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

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    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

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    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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Productivity

Why Choose Synkli?

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

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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.

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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.

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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.

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Magazine

Resources and News for Better Practice Management

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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.

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