Chartered Accountants, Company Secretaries, lawyers, financial advisors and management consultants use SYNE One to manage entire client portfolios from a single workspace - with full financial visibility, compliance dashboards and procurement oversight across every client entity, without switching tools.
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SYNE One's Professional tier gives advisory firms and individual practitioners a unified workspace to manage client financial operations, compliance obligations, procurement and ESG reporting - with firm-level oversight and client-level granularity in the same interface.
See every client's financial health, outstanding invoices, compliance status and key alerts from a single dashboard. Drill into any client entity with one click, with your own access credentials - not theirs.
Configure exactly which team members at your firm can view or edit each client's data. Clients can also grant limited view access to their own staff without giving full platform access.
Consolidated filing deadlines across all clients - GST/VAT returns, annual accounts and contract renewals - surfaced in a single calendar with automated reminders and one-click draft generation.
Generate financial statements, procurement spend reports, ESG disclosures and tax position summaries for any client entity - in formats ready for regulatory submission, board presentation or external audit.
Log audit queries, compliance findings and remediation actions against the client record itself - not a separate spreadsheet - so every finding stays traceable to the transaction it relates to.
Tax professionals manage income tax computation and filing across every client entity from the same workspace - pre-populated from live financial data, without the additional time cost of assembling it client by client.
Nothing here is a separate professional product. It's the same SYNE One modules your clients already use, with a portfolio layer on top built for the advisor managing them.
Consolidated financials across every client entity, without switching logins. Review invoicing, reconciliation and P&L position for any client, and prepare accounts and filings from the same live ledger the client works in - not a copy exported for review.
Review contract and credential status across every client's network. Verify onboarding compliance, check contract renewal dates and flag counterparty risk for a client, without requesting a status update from their team first.
Advise on sourcing decisions with each client's live spend data to hand. Review RFx activity, flag maverick spend, and benchmark a client's procurement performance against category norms without waiting for a spend report to be sent over.
Check SKU-level emissions and stock health across a client's catalogue directly, without waiting for an inventory export to review.
Benchmark clients against each other and against category norms. Build a custom dashboard once and apply it across every client portfolio you manage, surfacing the outlier that needs attention this week, not the whole portfolio at once.
File CSRD, GRI and CDP disclosures for every client from one calendar. Track each client's emissions trend and disclosure readiness score, and generate the underlying evidence pack an external auditor will actually ask for.
Multi-jurisdiction returns pre-populated and ready for review, client by client. Income tax, GST/VAT and CBAM positions calculated automatically from live transaction data, so filing season is a review task, not a data-assembly task.
Recommend verified, sustainability-rated suppliers to clients directly. Bring a sourcing recommendation into an advisory conversation with the supplier's credentials and rating already attached, rather than a name and a hope.
Support non-profit and impact-fund clients with verified outcome reporting. Prepare donor and board reports directly from a client's attributed outcome data, without a separate reporting cycle for every funding relationship.
Managing many clients well means managing your own firm well - who's assigned where, what's been billed, and what still needs a reply.
Track every client engagement against its own timeline - onboarding, active work, renewal - so nothing slips because it wasn't visible on a single list.
Invoice clients directly through the platform, with online payment enabled on every invoice - no separate billing system to reconcile against your engagement records.
See which of your own team members are assigned to each client account, and how their time is distributed across the portfolio - so utilisation and accountability are both traceable, not just remembered.
Message and notify clients directly through the platform - filing reminders, document requests, status updates - without relying on email threads that get lost or missed.
Send a scoped quote to a prospective client before an engagement begins, and convert an accepted quote into a binding smart contract - with terms, deliverables and payment milestones already attached.
Businesses looking for an accountant or bookkeeper can find and evaluate your firm directly on the platform - by specialism, credentials and client reviews, not just a search ad. That's a channel you can measure, unlike a digital ad you paid for without knowing who actually saw it.
List your firm's specialisms, jurisdictions and client capacity, and get discovered by businesses actively searching for exactly that.
Get discovered for governance, compliance and legal work by clients who can already see your credentials before they reach out.
Whatever your specialism - risk, ESG, financial or business advisory - reach businesses already comparing advisors on the criteria that matter.
Handling multiple clients' financial and compliance data means security isn't optional. SYNE One runs on SOC 2 Type II certified infrastructure, GDPR-compliant with EU/UK/APAC data residency, AES-256 encryption, and role-based access control per client - with a full immutable audit trail on every action.
Request a demo scoped to how your firm actually manages clients, or explore SYNE One's full module set.