SyncOffice — Sync Your Office
Document · Workflow · Compliance Platform

Document, Workflow & Compliance Management for CA/CMS/CS 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.

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

Protects your documents

Intelligent File Management & Collaboration

SyncCloud is more than just storage; it's an intelligent platform for file management and collaboration. Three clouds — My Cloud, Client Cloud and Resources — with folder locks, expiry set on the file itself, per-employee upload and download limits, and sharing controlled down to a single file.

Three clouds, one set of rules

My Cloud holds your group companies' data under company, location and department; Client Cloud does the same per client; Resources is the knowledge base you share into either.

Locked down to a single file

Folder locks, an expiry date on each file, and per-employee upload and download limits. Delete needs permission; restore is always there.

Every version, traceable

Full version history on every document, so you can roll back and prove what changed when.

Inside SyncCloud

Structured data managementCompany, location and department are chosen before anything is filed, so the tree always mirrors how the firm is organised — nothing lands loose.
Comprehensive version controlEvery document change is tracked for traceability and rollback — and the file list shows at a glance which files carry versions.
File linking & advanced organizationLink related files so a document carries its context, with linked files flagged in the file list.
Auto un-assignAutomatically revoke access for inactive users, maintaining security and compliance.
Data expiry policiesSet an expiry date on an individual file — not just a folder rule — so a lapsing document surfaces before it becomes a problem.
Deletion request workflowsSecure, approval-based process for requesting deletions, ensuring accountability.
Secure recycle binDeleted items are retained for recovery, reducing accidental data loss.
Folder-level access controlsAssign access on the folder itself, with a dedicated view of every locked folder so you can see what is sealed and what is open.
Explore SyncCloud Book a Free Demo
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
Built for your industry

Purpose-built for every business that runs on trust

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

CA/CMS/CS Firms

Client documents, working papers, audit-ready — always.

  • A client vault, per engagement
  • Multi-step review and sign-off
  • Version history on every file
  • Audit-ready records, always
See the CA, CMS & CS firms solution

Architect Firms

Every drawing, every revision, on the record.

  • Project-wise drawing vault
  • Every revision kept, not overwritten
  • Time-boxed consultant access
  • Project hours into the invoice
See the Architecture firms solution

Law Firms

Matter files that stay privileged.

  • Organised by client and matter
  • Privilege enforced by role
  • Recurring filings and hearings
  • Billable hours tracked, then invoiced
See the Law firms solution

Financial Intermediaries

KYC collected, renewals never missed.

  • Client KYC collected and held
  • File expiry flags renewals early
  • Maker-checker on sensitive actions
  • Tamper-evident audit log
See the Financial intermediaries solution

Multi-Location Businesses

Centralized governance across every branch.

  • Company → Location → Department
  • Permissions per branch and department
  • Approvals that work across sites
  • Central compliance and retention
See the Multi-location solution

Every Other Business That Runs on Trust

If it is document-heavy and governed, it fits.

  • Every document safe and versioned
  • Every approval on the record
  • Task → timesheet → invoice
  • Free setup and training to go live
Customer stories

Firms like yours, already in sync

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

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.
KB

KV Suresh Babu · Senior Partner

RVKS AND 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.
NS

NJ Suresh · Founder

N. J. SURESH 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.
SM

Sreedar Reddy G · Chartered Accountant

Sreedar Mohan & Associates

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
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Free Setup & Training Included

Included with all plans

Our founders lost everything to a fire — client files, ledgers, years of work, gone by morning. SyncOffice exists so no firm feels that loss again.

Born from loss. Built for resilience.

Read our story
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

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Our Locations

Head Office

Bengaluru

Branch Office

Hyderabad

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