How Synkli Helped Total an Accounting Firm Transform Client Experience

The Total

The Total is a full-service accounting firm in North Adelaide, South Australia. Its team handles everything from tax returns and bookkeeping to advisory work. Before Synkli, The Total managed clients and deadlines with a mix of spreadsheets, emails, and disparate tools.

This old setup made it hard to keep track of jobs, documents and signatures – especially with a large client base – and the team knew they needed a single, integrated solution.

What Challenges Have They Faced?

With so many clients and looming deadlines, The Total faced workflow bottlenecks and duplication of effort. Staff were in multiple systems: one for tax lodgements, another for tracking work-in-progress, and another for client documents.

Critical tasks like issuing engagement letters, collecting client IDs, and submitting ATO agent nominations had to be done manually or via separate portals. This fragmentation led to wasted time and occasionally missed deadlines.

As one director said, “We were always afraid that something would slip through the cracks when information lived in emails or hard drives.” The firm needed a secure, central platform to handle all tax, client and practice-management tasks together.

What Solutions did they get?

We helped The Total modernise their operations with our cloud-based practice management platform. They brought everything – clients, jobs, tasks, documents and communication – into one central system. With one login and dashboard, the whole team works from the same place. Each client has a dedicated file, and everyone can see real-time status updates without confusion.

Our automated onboarding made the rollout smooth. Even the ATO agent nomination – once a headache – is now a step-by-step digital flow built into Synkli. By switching to our platform, The Total replaced clunky paper and scattered tools with one secure, consistent interface for their team and clients.

Key Features Used

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  Client Management: With Synkli, every client at The Total has a complete profile – contacts, compliance notes, ABNs, signatures and docs all stored in one place, visible to the whole team in real time
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  Job Manager: The Total sets up each tax return or BAS as a job with deadlines, milestones, and team assignments, making it easy to track progress, automate reminders, and reduce errors.
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  Online Signature: The Total now sends forms through Synkli for instant digital signatures – no printing or scanning needed. Clients sign on any device, and signed docs are stored automatically.
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  Document Management: The Total uses our Document Hub to store all client files in one secure place. Everything’s searchable, shareable, and automatically linked to signed forms – no more lost docs or version mix-ups.
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  Client Agent Nomination: A big win for us has been automating ATO agent nomination. Synkli’s step-by-step wizard guides clients through MyGovID and ABN linking, cutting out the manual back-and-forth and making ATO setup smooth and error-free.

The Results

Since switching to Synkli, The Total saves hours each week through automation. Tasks, job tracking and reporting now happen in minutes, not hours. Clients upload docs and e-sign forms easily, speeding up returns. With everything in one place, fewer follow-ups are needed, and client feedback has been more positive.

The Total’s Team Feedback

“Synkli has been a game-changer for our firm. We no longer juggle Excel sheets and inboxes – everything is in one secure system. The Task Manager and Job Manager mean we never miss a deadline, and I can see all client work at a glance. Our team saved dozens of hours each month on admin. The online signature and document hub features have cut out weeks of waiting: clients sign forms instantly, and all files are stored centrally. Our turnaround times are faster, and our clients definitely notice. In short, we feel fully in control of our workflow now.”

– Saki Jameson, CEO, The Total