The Private Concierge Desk
for Accountants
Expand your service offering with trusted, vetted specialists — and be rewarded for delivering better client outcomes.
Our partners trust us with their most important client relationships.
Our partners trust us with their most important client relationships.
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Don't search. Just ask. Your concierge does the rest.
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Become a Complete Business Advisor
Your clients ask you about legal issues, mortgages, finance, insurance, funding and more. Often the question is: "Who do you know that can help with…?"
Make referrals formal and trackable
Trusted connections to maintain your reputation
Deliver added value to your clients
Earn rewards for successful referrals
request early access
Professionals, Unlock business opportunities on demand
Whether you're an IFA, lawyer, mortgage broker, insurance provider, or other professional, empower your practice and unlock growth. Gain new business on demand and build lasting connections to enhance your success.
High-quality leads assured through efficient triage
Say goodbye to expensive lead generation
No more missed growth opportunities
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The Syndesi Concierge
Syndesi gives your firm a private concierge desk. It sits quietly behind your practice and handles the heavy lifting.
Specialist Matching
We match you with trusted, vetted and peer validated specialist across mortgage, insurance, legal, finance and more.
Triage & Qualification
We find the perfect provider from the network. Introductions are made seamlessly under your brand.
Audit & Rewards
We track the outcome, ensure the client is satisfied, and you are rewarded.
The most valuable position in professional services isn't delivery alone.
It's owning client trust at the exact moment a need arises — and ensuring the right delivery follows.
Syndesi transforms your firm from a compliance provider into a central distribution layer for professional services. This is where trust converts fastest, fees are decided, and long-term relationships are cemented. The large firms already operate this way. Syndesi makes that infrastructure accessible to everyone.
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Why Syndesi?
Provide greater value to your clients using data and technology to rapidly connect to peer-validated, vetted, and trusted professionals.
Accountants
Features included :
Vetted And Specialist Professionals
Multiple Quote Camparison
Ability To Whitelabel
Professionals
Features included :
High Quality Leads
No Fee Split
Fixed Monthly Membership
Who Syndesi is for
We are selective about our partners. The platform is optimised for:
Accountants
Platforms and Software Providers
Enterprise and Networks
Locking in differentiated client propositions
Increasing client stickiness
Earn rewards for delivering client outcomes
Trusted, vetted and peer validated experts
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Syndesi is not a marketplace.
It is the professional infrastructure behind the modern accounting firm.
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