Syncaru’s Streamlined Client Portfolio & IAM for Crypto Accounting Teams

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Syncaru’s Client Portfolio Manager, paired with a robust Identity and Access Management (IAM) system, provides a streamlined, efficient way to add and navigate between portfolio companies and manage user access—all from the Syncaru dashboard.

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Wherever you are in the Syncaru dashboard, click the “Switch” button at the top to open your personalized Client Portfolio Manager — your home base for all your portfolio of companies. From this single, scrollable list you can:

  • Instantly switch to any client with one click.
  • Add a new company by hitting the “Add a Company” link.
User's Client/Company Portfolio View

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Your Client Portfolio, Scaled and Secured

Clicking “Add a Company” not only creates a new client in your list—it spins up a fully isolated tenant, ensuring every client’s data is siloed and partitioned for maximum security and privacy. Whether you manage 1 or 1,000 clients (and tens to thousands of transactions per day), Syncaru’s multi‑tenant architecture scales effortlessly without sacrificing performance.

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Integrated Identity & Access Management (IAM)

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A key component of efficient client management is secure and seamless user access control. Syncaru’s IAM system is designed to work in harmony with the Client Portfolio Manager by ensuring that the right team members have the appropriate access to sensitive client data. Syncaru's IAM allows you to -

  • Assign Granular Permissions: Use Role-Based Access Control (RBAC) to assign specific roles such as accountant, admin, or standard user. This ensures that every user accesses only the information they need.
  • Simplify User Onboarding: Quickly invite new users and set permissions centrally, reducing administrative overhead.

Once access is granted, the invited user sees the relevant clients in their own Client Portfolio—without any extra setup or back-and-forth. Syncaru gives you the visibility, control, and speed you need to serve more clients — with less friction.

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This release builds on Syncaru’s existing powerful features, including:

  • Auto transaction fetch from blockchains, exchanges, and wallets.
  • Auto-populate and ability to adjust fiat values using spot prices at the time of the transaction for accurate reporting
  • AI-assisted journaling from Syncaru dashboard to Quickbooks Online
  • Two-way, real-time sync with QuickBooks Online to create and manage accounts, sub-accounts, customers, vendors, employees, and classes directly in QuickBooks Online, all within your crypto asset creation and transaction reconciliation workflows.

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📊 Ready to simplify your crypto bookkeeping?
Sign up and try Syncaru today and experience the difference in your crypto accounting workflows. Syncaru is free, secure and you can try at your own pace with our hassle free self onboarding.