For Accountants and R&D Consultants
Stronger R&D claims for your clients. Less legwork for you.
R&D tax is specialist work, and the compliance standards are high. Synnch pairs specialist R&D tax expertise with a platform purpose-built for the R&D Tax Incentive, helping your clients build strong, contemporaneous records throughout the year. Refer them to us for claim preparation and lodgement, or use the platform with them yourself. Either way, your clients stay yours.
No matter how you work with Synnch, your client relationship stays yours.
01
For Accountants
Our purpose-built platform helps your client keep strong, contemporaneous records throughout the year, then at claim time, we prepare and lodge your client's R&D claim on their behalf. Their accounting relationship and standard tax return always stay with you.
02
For R&D Consultants
Our platform handles the heavy lifting on your clients' records all year, cutting your claim preparation work by up to 60%. When lodgement time comes, you continue to advise, prepare and lodge your client’s claim as you always have. We won’t compete for your clients.
Two ways to work with Synnch.
For Accountants.
Point your client to R&D specialists you can trust, without needing to become one.
R&D claims are technical and closely scrutinised. Your client gets specialist support, you stay across their progress, and nothing changes about the work you already do with them. Here’s how it goes:
Introduce your client to Synnch with a quick email. We’ll hop on a call for an eligibility discussion and demo of the platform and then walk them through package options: from the platform on its own to full claim preparation and lodgement.
We personally onboard your clients to the platform, and they capture their R&D records through the year with the support of our proprietary SynnchAI.
If we lodge on your clients' behalf, the claim is prepared in-house by our R&D tax lawyers and registered tax agent, who’ll liaise with you directly for a smooth handover.
If the ATO queries a claim we have lodged, we'll help defend it at no extra fee (provided Synnch has been used to the required standard).
For R&D Consultants.
For consultants who know the R&D Tax Incentive legislative requirements and are confident lodging for their clients.
Reviewing records, structuring summaries and drafting claim reports usually eats weeks of your time. With Synnch, much of that work happens progressively through the year, with the client and SynnchAI doing the groundwork in a platform you can check at any time.
Set your clients up on Synnch's Tech Only plan, giving them a year-round home for their R&D records that you can check in on at any time.
They capture evidence, timesheets and expenditure as they go, with integrations helping bring existing R&D records and financial data into the process.
Our proprietary SynnchAI scores evidence and drafts R&D activity summaries and discovery, so claim season starts with clean, contemporaneous records set to a high standard, instead of a stressful, time consuming paperwork chase.
You review and advise as you always have, using your existing lodgement process – but starting from structured records and drafted claim rather than a year-end paperwork chase.
On this path, you remain in the consultancy seat, preparing and lodging your clients’ claim as you always have (this also means audit defence stays with you. We support you to defend the claim the best we can within the technology).
What you get, whichever way you work.
Adviser access
included.
Every client account provides you with a seat to collaborate within your client’s instance , so you can check their records, export and monitor their recordkeeping in real time.
Clean, contemporaneous records.
Clients capture their R&D as it happens, with built-in prompts and support from the Synnch team to make sure it's done properly throughout the year.
A cost that works for
your client.
Your client pays for their Synnch plan, and the subscription is itself an R&D expense. Win win!
And we'll back the claim.
If your client chooses to lodge with us and the ATO queries their claim, we'll help defend it at no extra fee.* If the client uses Synnch and you lodge, we support you the best we can within the technology.
* Applies only to claims Synnch prepares and lodges, provided Synnch has been used to the required standard.
Questions advisers ask us.
No. We only work with your clients on their R&D, and only in the way you've agreed. Your client relationships remain yours.
Your client does. They choose a plan from our pricing page, and a lodgement fee applies if we prepare and lodge their claim. Your adviser seat is free.
Synnch fees may form part of your client’s eligible R&D expenditure, depending on how the platform is used and their circumstances.
If Synnch prepared and lodged the claim, we'll support the response at no extra fee, provided the platform was used to the required standard. If the claim was prepared and lodged outside Synnch, review support remains with the client and their adviser where Synnch will support where we can.
No, that's the point of referring. You introduce the client, and our team handles the R&D side.
Yes. Synnch is ISO 27001 certified and hosted in Australia, with nothing stored offshore. Client data is used only to provide the Synnch service and is not used to train AI models. Your client controls what’s uploaded.
If your clients build software, products or processes, some of that work may be eligible. Eligible companies with aggregated turnover under $20 million can receive a refundable tax offset. With Synnch, you can open that conversation without building R&D expertise in-house.
See how Synnch fits your practice.
Book a short walkthrough with the Synnch team. We'll show you the platform, explain how referrals and adviser options work, and talk through how Synnch could work with your clients.
