Simplify client data collection with SyncDirect
Collect and utilise your client data better, improve efficiency and provide a platform for advisory services.
One process to manage your client’s accounting software data
Simplify client data collection for improved efficiency
SyncDirect automatically collects your clients’ trial balance or journal transactions, maps the data from different accounting software providers and makes it available in your XPA general ledger ready for you to compile client accounts and prepare reports with ease.
Speed up compliance work and move into advisory
With a simple process to move data in and out of your practice, your core compliance work is prepared quickly, consistently and correctly. Allowing you to focus on automations and integrations such as Workpapers or the ability to leverage your client data for benchmarking and advisory services.
Give your clients choice and improved service
With one process to manage multiple accounting software providers, your firm can recommend accounting software that best suits the individual client’s requirements rather than the one that fits in with the firm’s operations.
See SyncDirect in action
Schedule data collection for recurring work
Create rules that automate the data collection process. Choose from either monthly, quarterly, and annually and provide a seamless client experience that makes it easy to provide recurring services. You can even do a custom period for mid-year client onboarding.
Writebacks are automatically posted back to your client
Once you’ve adjusted and prepared the reports, SyncDirect takes the journal adjustments created in XPA and posts them back to your client’s accounting software, closing the loop and making it easy to collaborate with your clients.
Top accounting firms trust SyncDirect
So many reasons to love APS SyncDirect
Real-time data
Connect to your client’s accounting software as often as you need to ensure your work is always up-to-date and correct.
Value add & advisory
Improved utlisation
With improved data flow you can fully utilise the APS products you already know and love including XPA, Workpapers and Tax.
Simplify data collection
Significantly shorten the process of gathering and inputting data from different software.
Improved client service
Your practice enjoys the freedom to recommend software based on the client’s needs while maintaining efficient processes.
Save time & improve efficiency
SyncDirect completely cuts out the labour-intensive task of manual data entry associated with client systems that don’t match up.
“From one client alone, SyncDirect saved us 10 hours of coding and entering data every year. Our client saved $3,000.”
Ben Teti – Associate Director, Business Services
Mckinley Plowman
Improve the efficiency of client data collection with APS SyncDirect
Find out more information or request a demo tailored to your accounting practice needs.