🔐Create Your Account & Activate Your Finance Panel

To start using the Sync Finance Panel, follow this step-by-step guide to create your account and activate your subscription securely.

Step 1: Create an Account

Go to the client management portal: 👉 client.syncyoursite.com

Fill out the registration form with a valid and accessible email address. ⚠️ This email will be used for secure login verification (2FA), so make sure it’s one you can check easily at each login.

✅ Once your account is created, log in to access your billing area.

Step 2: Contact SyncYourSite to Request Panel Activation

After account creation, you must request panel access by contacting the company.

You can contact SyncYourSite via:

• 📞 Phone or WhatsApp: [phone]

• 📧 Email: [email protected]

• 🌐 Contact form: https://sys.swissclients.ch/index.php/contact/

📌 Mention that you're interested in activating the Finance Panel. The team will respond within 24 hours, 7 days a week.

Step 3: Receive Your First Invoice

Once the team has approved your request:

• They will enable a new payment option in your client dashboard at client.syncyoursite.com.

• You’ll be able to pay your first invoice directly from there.

Step 4: Access Your Finance Panel

After payment is confirmed, your Finance Panel will be activated at: 👉 finance.syncyoursite.com

🟢 Use the same login credentials as the ones you created on client.syncyoursite.com.

Step 5: Two-Factor Authentication (2FA)

Each time you log in, you will be prompted to enter a verification code sent to your email (from [email protected]). 🔐 This adds a strong layer of security to protect your financial data.

📩 Check your inbox, copy the code, and paste it into the verification field to proceed. Also in your spams.

Step 6: Explore Your Dashboard

Once logged in, you'll land on the main dashboard of your panel:

🧭 Top-Right Corner (Profile Menu)

Click on your name or profile picture to access:

• ✏️ "Edit Profile" button

• ⚙️ Subscription & settings options

Step 7: View Your Subscription Info

In your "Paramètres" (Settings) page, click on the "Abonnement" tab to view:

• 📅 Your subscription start date

• 📆 Number of days remaining

• ☁️ Cloud storage used and remaining

✅ You’re All Set!

YoYou are now fully connected and ready to use the Sync Finance dashboard to manage your business finances!

👉 Please follow the next steps to be 100% ready to start importing your data.