SyncOffice — Sync Your Office
Document · Workflow · Compliance Platform

Document, Workflow & Compliance Management for CA Firms

One secure platform for your entire back office — every document safe, every approval on the record, every hour billed. Never lose what matters.

Free setup & training First 250 GB free Support in your timezone
app.syncoffice.com
SyncOffice — Dashboard
SyncOffice — Documents
SyncOffice — Approvals
ApprovedClient record update
₹43,750 · Invoice sentDelivered on WhatsApp
Folder locked · v3FY2025-26 Audit Report.pdf

Common challenges organizations face

If any of these sound familiar, you're carrying avoidable risk and lost hours every week.

Documents scattered everywhere

Email, local drives and generic cloud — no single source of truth, and files go missing.

Approval bottlenecks

Sign-offs stall in inboxes, delaying client work and billing.

No audit visibility

You can't prove who did what, when — a real risk at audit time.

One platform. Complete control.

Five modules, one governed ecosystem — everything defined once, everything in sync.

Product Tour

See SyncOffice in action

The complete tour — the story behind SyncOffice, then every module in the order your firm would adopt them: Master, People, Documents, Work, Billing, Reports and the audit log.

Prefer a page you can share? Open the tour page →

Master People Documents Work Billing Reports Audit Log
Sync Master — one command centre connecting companies, locations, employees, clients and their staff

Sync Master : The Command Centre

Everything starts here. Define your companies, locations and employees — and your clients, their locations and their staff — once. Every module reuses the same master data, so there are no duplicate entries, ever.

Live & Ready!

This product is fully operational and available to all customers right now.

A secure, abstract cloud network with interconnected nodes representing data management and collaboration

Sync Cloud : Intelligent File Management & Collaboration

Sync Cloud is more than just storage; it's an intelligent platform for file management and collaboration. It helps teams work efficiently by reducing manual overhead and ensuring total data governance.

Live & Ready!

This product is fully operational and available to all customers right now.

A dashboard showing time tracking analytics and employee schedules

Sync Clock : Smart Time Tracking for Modern Teams

Sync Clock makes time tracking easy, helping you increase profitability by effectively monitoring time spent on various tasks. It's a robust yet simple-to-use application designed for modern teams.

Live & Ready!

This product is fully operational and available to all customers right now.

Sync Invoice : Billing That Runs Itself

Sync Invoice turns the work you already track into clean, e-invoice-ready bills — delivered even on WhatsApp. Receivables stay visible, overdue reminders email themselves, and because it lives inside SyncOffice, clients and billable hours flow straight into every invoice. No re-keying, no spreadsheets, no missed revenue.

Live & Ready!

This product is fully operational and available to all customers right now.

Sync Invoice — create, send, and track client invoices connected to timesheets and client data

Sync Doc : Automated Document Workflows

Sync Doc transforms your document lifecycle with powerful automation. From template creation to final e-signature, it streamlines approvals and ensures compliance at every step.

Coming Soon!

This product is on our roadmap. Contact us to register your interest and be first in line.

Seamless Integration

Works perfectly with Sync Cloud for unified storage, analytics, and access control.

An automated document workflow showing approvals and e-signatures on a screen
Beyond your team

Your clients get a governed portal too

A shared drive stops at your team. SyncOffice gives every kind of outside user exactly the right powers — nothing more.

Governed by your firm's roles

Client staff

Your client's own team, signed in

  • Upload required documents
  • See their pending tasks
  • View overdue invoices & amounts
  • Sign documents
  • See any other client's data

Guest users

Reviewers & auditors, temporary

  • Review exactly the documents assigned
  • Time-boxed access, expires on schedule
  • Every view logged in the audit trail
  • Access after expiry

Leads

Prospects in the built-in CRM

  • Sign the engagement letter
  • Convert to client in one click
  • History carried over, intact
  • Duplicate follow-ups
Always-on safeguards

Key Features of SyncOffice

Always-on safeguards that work quietly beneath every module — no setup, no reminders, no gaps.

The SyncOffice dashboard

One dashboard for the whole firm

Storage, workload, every module — at a glance.

Maker-checker, always on

Requested
Reviewed
Approved

Sensitive actions never just happen.

The audit log remembers

[MASTER] 09:21 · Client record edited — Anita S

[INVOICE] 10:15 · Overdue reminder sent — System

[CLOCK] 10:32 · Timesheet approved — Priya M

Who · what · when. Tamper-evident.

Automated data purging

Expiry, retention and a recycle bin — enforced automatically.

Encrypted & backed up

End-to-end encryption with regular backups, 24/7.

Automatic un-assign

Someone leaves? Their access is revoked before it lingers.

Built for your industry

Purpose-built for professional-services firms

Not a generic drive. SyncOffice is shaped around how regulated, document-heavy firms actually work.

CA Firms

Client documents, audit-ready — always.

  • Centralized client document management
  • Engagement & working-paper organization
  • Audit-ready records with full history
  • Secure client collaboration & guest access
  • Version control on every file
  • Approval workflows for sensitive actions
See the CA Firms solution

Audit Firms

Evidence, review and sign-off in one governed flow.

  • Working-paper & audit-evidence management
  • Multi-step review & approval chains
  • Complete audit trails for every action
  • Version control & rollback
  • Regulatory compliance readiness
  • Encrypted, access-controlled storage
See the Audit Firms solution

Multi-Location Businesses

Centralized governance across every branch.

  • Company → Location → Department hierarchy
  • Department & location-based permissions
  • Multi-branch document collaboration
  • Approval automation across sites
  • Centralized compliance & retention
  • Secure, role-based document sharing
See the Multi-Location Businesses solution
The honest comparison

Why not just a shared drive?

Generic tools store files. SyncOffice governs them — with the controls regulated firms actually need.

CapabilityTraditional File ServersGeneric Cloud StorageEnterprise File-Sharing ToolsSyncOffice
Role-Based Permissions
Approval Workflows
Audit Trails
Department Hierarchy
Client Segregation
Compliance Controls
Retention Policies
Multi-Location Management

Governance coverage

Traditional File Servers
19%
Generic Cloud Storage
25%
Enterprise File-Sharing Tools
56%
SyncOffice
100%

Full  ·  Partial / add-on  ·  Not available

Customer stories

Firms like yours, already in sync

Partners and founders on what changed when their firm moved to SyncOffice.

KB

KV Suresh Babu

Senior Partner

RVKS AND ASSOCIATES

"

With multiple clients and sensitive case files, we needed a system that ensures confidentiality without slowing down our workflow. SyncOffice delivers exactly that—secure client document management with intelligent role-based permissions built in.

"
Verified Client
NS

NJ Suresh

Founder

N. J. SURESH ASSOCIATES

"

In financial services, compliance and data protection are critical. SyncOffice gives us ironclad security with granular, role-based access—so every user gets the right level of control. Our audit process has become faster, and our risk is lower.

"
Verified Client
SM

Sreedar Reddy G

Chartered Accountant

Sreedar Mohan & Associates

"

As our agency scaled, so did the complexity of managing clients and teams. SyncOffice helped us bring structure and security to our operations—every role has defined access, every file is in place, and every client is handled with care.

"
Verified Client
Simple, usage-based

The whole back office. ₹ a user.

No tiers, no feature gates — every module and every safeguard, with 250 GB, setup and training included. That's under ₹17 a day per person.

Pay as you scale, with flexible monthly billing

ComponentMonthly Price (₹)ComplementaryMinimum Quantity
User
₹0/ user
–5 users
Storage
₹0/ GB
Up to 250 GB10 GB
Staff User
₹0/ staff user
Up to 5 Users5 users
Guest User
₹0/ guest user
Up to 5 Usersmax 5 users
Download Usage
₹0/ GB downloaded
––

Free Setup & Training Included

Included with all plans
Our Story

About SyncOffice

SyncOffice is a secure cloud platform that runs your entire back office — documents, people, work and billing, all in one governed place. Built for every business that runs on trust.

Our founders lost everything to a fire. Client files, ledgers, years of work — gone by morning. Nothing was recoverable.

Born from loss. Built for resilience.

We built SyncOffice so no firm ever feels that loss. Moving to the cloud isn't enough — your firm needs a platform that understands its structure, governs every action, and keeps a tamper-evident audit trail behind everything it touches.

Never lose what matters.

That's the promise behind everything we build.

Watch our story

Our Mission

To empower organizations by delivering cloud-based workflow automation that streamlines operations, provides robust data security, supports informed decision-making, and continuously evolves to meet the dynamic needs of modern enterprises.

Our Vision

To create a future where every business process is automated, error-free, and secure—with reliable access to information, responsible data retention, and seamless purging of abandoned or expired data.

What Drives Us Forward

The principles that shape our innovation

Innovation

Pioneering solutions

Security

Uncompromising protection

Efficiency

Streamlined workflows

Trust

Reliable partnerships

A product of Candy Technologies Private Limited · Bengaluru & Hyderabad · serving firms across India
Talk to us

Contact Us

Tell us how your firm works — we'll show you how it runs on SyncOffice.

Contact Information

Business Hours

Monday - Friday: 9:30 AM - 6:30 PM

Follow Us

InstagramFacebookXLinkedIn

Stay updated with our latest news, product updates, and industry insights.

Our Locations

Head Office

S & 6, 4rd floor, Doddakallasandra Village
Kanakapura Rd, Raghuvanahalli, Uttarahalli Hobli
Bengaluru, Karnataka 560062

Branch Office

Flat no. 215, Second floor, Maheshwari Chambers
Somajiguda, Hyderabad, Telangana, 500082

Schedule a Demo