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Built for Indian CA & Accounting Practices

One connected workspace for your entire practice.

Client relationships, service requests, recurring work, team capacity and billing—in one workspace for your CA or accounting practice.

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The SynaptechOne Overview for a demo practice: open work items, work completed, average days to complete and the on-time filing rate for the last seven days, each against the seven before.
  • Role-based access
  • Authenticator sign-in
  • Browsable audit history

One connected practice

Clients and leads. Services and recurring work. Team capacity and time. Billing and profitability.

Together in SynaptechOne.

Clients & services

Client records and service requests

Client groups, service catalogues, intake forms and agreements.

Work & deadlines

Annual plans and recurring work

Yearly planning, due dates, calendar events and bulk updates.

Review & documents

Work Packs and filing readiness

Review queues, document versions and approval records.

Billing & collections

Ready-to-bill work and invoices

Bulk invoicing, payment records and flexible release terms.

Platform

One platform. Every part of your practice.

Practice oversight, team workspaces, a dedicated client mobile app, and billing—all connected to the same client and work records.

The client app's home screen for Asha Traders: four services in progress, the next deadline on 14 October and ₹1,770 due, above four things to do: answer a question about HSN codes, confirm September sales, upload purchase invoices and pay an invoice.
A conversation in the client app about the September GSTR-3B: Ananya from the practice asks which HSN codes are on the purchase bills, the client answers, and agrees to upload two missing bills tonight.

Practice overview: upcoming work, overdue items, assignments by person and what is still unpaid, across every client.

Tally connectivity

Connects Work Packs with your firm's Tally workspace and brings permitted ledgers and PDF statements into the client app.

A dedicated staff phone app

Role-based work queues, calendars, client chats and questions—available to your team on their phones.

In-app invoice payments

Clients pay invoices by card or UPI directly in the mobile app.

Illustration of a practice manager marking dates on a large calendar, each linked to a client folder for people, documents and payments

Practice planning

Annual work plans. Daily priorities.

Annual planning, recurring work, statutory due-date tracking and bulk updates, with daily attention queues and a shared calendar for deadlines and meetings.

Work Packs & review

Documents, reviews and filing readiness.

Work Packs bring prerequisites, document versions, internal questions and approval records together, with review queues and filing-readiness checks.

Illustration of a client holding a document and tapping an upload action on a large phone; reply and approve actions sit below, and a released document drops into a folder

Client mobile app

One app for every client business.

A dedicated phone app for service requests, status updates, documents, questions and approvals—with multiple businesses under one sign-in.

  • Request a service
  • Track services
  • Documents & approvals
  • Switch business

Hindi and Telugu support. Biometric app lock.

In-app card and UPI payments.

Billing & collections

Ready-to-bill work. Flexible collections.

Ready-to-bill queues, bulk invoices, credit notes and payment records, with partial-payment allocation and configurable deliverable release terms.

  1. Reviewed work · AK signed offDone
  2. Draft invoice · ₹24,000Created
  3. Finance review · then issueNow
  4. Payment recorded · UPI or bank transferNext
  5. Deliverable release · on your release termsHeld
Illustration of reviewed papers flowing into a signed invoice with a payment confirmation, then into a closed deliverable folder

Client mobile app

Your clients’ side of the work, on their phone.

A dedicated app for your clients: what you need from them, their services and documents, and conversations with your team—with reminders when something is due.

Illustration of a client at a desk checking a phone, with a notification bell above it and business folders stacked beside them

How clients use it

  1. Sign in with Google

    Clients sign in with their Google account, then open the app with their fingerprint or face. There is no password to remember.

  2. Choose the business

    One sign-in can hold several businesses, each with its own services and documents.

  3. See what is needed

    Home lists what your practice is waiting on, the services in progress and what is due.

  4. Reply and approve

    Clients answer questions, upload files and approve work on the request itself.

  5. Download documents

    Documents your practice releases are ready to download in the app.

Illustration of a phone with notification slips stacked over its screen, a bell and a small desk clock

Notifications

Reminders that stop when the work is done.

New requests, messages, payments and released documents arrive in the app’s notification centre, and opening one goes straight to what it is about.

  • Reminders for actions that are due, on a schedule your practice sets
  • Reminders stop once the action is done
  • Clients choose which messages they get; security and payment messages always arrive

Push notifications

The same notifications reach the phone, even when the app is closed.

  • The client app's notification centre for Asha Rao: an action and a new message about interest certificates for AY 2026-27, income tax return documents released, three actions needed, an invoice to pay and a payment received.

    Notification centre

    Requests, messages, documents and payments, newest first.

  • The last step of a service request in the client app: the request is for Asha Rao with Mehta & Co., the service is the income tax return for AY 2026-27, with an optional note and buttons to take a photo, choose photos or choose files.

    Request a service

    The account, service and attachments, checked before sending.

  • The client app's Documents tab: income tax return documents for AY 2026-27, ready after payment, documents for AY 2025-26 to download, two invoices and a payment receipt.

    Documents

    Released documents, invoices and receipts in one place.

Everything else a client needs.

In their own language, behind their phone’s lock, for every business they run.

Illustration of a phone showing a fingerprint, with three empty speech bubbles around it

  • Service requests

    Clients choose a service, answer its questions and attach files, for the right business and registration.

  • Camera, photos and files

    Photos from the camera or the library, and PDF files, go straight to the request they belong to.

  • Approvals and confirmations

    Clients approve work and confirm details in a tap, and the answer stays with the request.

  • Conversations

    Each service has its own conversation with your team, so answers stay with the work.

  • Several businesses

    Each business keeps its own services, documents and requests, and switching takes a tap.

  • English, Hindi or Telugu

    Clients choose their language, and a light or dark appearance.

  • App lock

    The app can stay locked behind the phone's fingerprint, face or PIN unlock.

  • Signed-in devices

    Clients see where they are signed in and sign out other devices.

  • Invoice payments

    Clients pay invoices by card or UPI in the app.

  • Tally ledgers and statements

    Clients see permitted ledgers and PDF statements from your firm's Tally workspace.

Clients, people & performance

More of your practice, connected.

Contact cards connected to client folders and a referral symbol.

CRM and referrals

Lead pipelines, follow-up queues, client groups and referral tracking, alongside your client records.

  • Leads & follow-ups
  • Client groups & imports
  • Referral commissions
A team planner, clock, timesheet and mobile work queue.

Team capacity and time

Workload visibility, approved timesheets and time budgets, with staff work queues and client chat on mobile.

  • Capacity & workload
  • Timesheets & budgets
  • Staff mobile access
A client and service report with a comparison chart and calculator.

Practice profitability

Profitability and return-on-investment views by client, service and referrer, alongside budget-versus-actual time.

  • Client profitability
  • Service profitability
  • Referrer insights

Walkthrough

See how SynaptechOne fits your practice.

Product demo

Explore SynaptechOne with your team.

See client management, work planning, mobile access, billing and practice insights in one demonstration.

  • Clients & services
  • Work & team planning
  • Client & staff mobile apps
  • Billing & insights
Request a demoSynaptechOne

Security & access

Access, privacy and accountability.

Security controls for the way your practice works.

  • Authenticator sign-in

    Admin and finance accounts sign in with an authenticator app, and sensitive actions such as revealing a PAN ask for a recent authenticator check.

  • Role-based access

    Permissions limit the client records, work and actions available to each team member, based on their role and client assignments.

  • Practice data separation

    Each practice's records are separated in the database, so team members of one practice cannot see or change another practice's data.

  • Data retention

    Your practice sets retention rules for each kind of record. Only lost leads and old notifications can be deleted on a schedule, and a legal hold pauses deletion.

  • Masked identifiers

    PAN and registration numbers such as GSTIN are shown masked, and revealing a full PAN needs permission and is recorded in the audit history.

  • AWS secured server

    SynaptechOne runs on AWS in the Mumbai region. Its servers and database are not reachable from the internet, file storage is private, and infrastructure changes are recorded.

  • Time-limited support access

    Support access to your practice is time-limited, and each grant and each use is recorded for your authorised staff to review.

  • Firewall protection

    A web application firewall turns away known malicious addresses and request patterns and limits repeated requests, and network rules let traffic reach SynaptechOne's servers only through it.

FAQ

Answers to the questions that come up most.

Still have a question?

Write to the SynaptechOne team and we will get back to you.

care@synaptech.in
Who is SynaptechOne designed for?

Indian CA, tax and accounting practices managing recurring and one-off services. The platform includes practice and team workspaces, staff mobile access and a dedicated client mobile app.

Does SynaptechOne replace Tally or filing software?

No. Tally connectivity gives staff access to the firm's Tally workspace from a Work Pack and clients access to permitted ledgers and PDF statements in the phone app.

Can we start with part of the practice?

Yes. Many firms begin with one service line or one team and add the rest once the recurring work is set up. Clients, services and Work Packs are added as you go.

Can we import existing client records?

Yes. SynaptechOne supports spreadsheet imports, client groups and duplicate-client detection.

What do we need to get started?

Your client list, the services you deliver for each client, and who on the team is responsible for what. Recurring work is created from those services, and the practice overview fills in as work is assigned.

SynaptechOne

A clearer way to run your practice.

Clients, services, work, people and billing—connected in SynaptechOne.

Request a demo