Transform Client Onboarding with Synkli Workflow
Synkli streamlines the client onboarding journey for accountants and bookkeepers by simplifying data collection, automating document submission, and enhancing communication. Manage personalised forms, client profiles, and onboarding checklists in one integrated accounting platform.
Personalisable Forms
Create customised forms to meet businesses' onboarding needs.
Integrated Onboarding Process
Ensures an integrated client onboarding experience through customisation.
Enhanced Communication
Help achieve improved communication with clients from the beginning.
Key Features-Everything you need to get ahead
Personalised Forms and Accurate Data Collection
Gather client details efficiently with Synkli’s customisable onboarding forms tailored to your accounting practice’s needs.
- Create engagement-specific data forms, TFN and ABN fields, compliance declarations, and service agreements
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- Minimise manual data errors and ensure critical information is collected from the start
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- Empower clients to complete onboarding online, reducing paperwork and delays
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Integrated Onboarding Process Management
Manage the entire onboarding lifecycle within Synkli, from initial contact to service activation.
- Create automatic task flows linked to document submission and approval milestones
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- Set onboarding checklists to track what documents are received and outstanding
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- Standardise the onboarding process for tax returns, BAS lodgements, payroll, advisory, and bookkeeping client
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Enhanced Client Communication
Strengthen client relationships during onboarding with proactive communication tools
- Set automated email reminders for document requests, form submissions, and welcome kits
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- Keep clients informed of their onboarding progress through secure updates
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- Foster a professional first impression that sets the tone for long-term partnerships
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Synkli – Your Ultimate Business Management Partner
Elevate your accounting practice with Synkli, your comprehensive accounting solution. Streamline your workflows, boost efficiency, and enhance client satisfaction with our intuitive software designed specifically for accountants.
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Resources and News for Better Practice Management
Simple, accurate, and all-in-one financial management
Whether you're a tax accountant, sole trader, individual, or business, Synkli accounting software helps you manage everything from practice management to invoicing, document storage, mileage tracking, and expense management.
