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Synerdeck
What it is
Synerdeck is web-based client onboarding software for agencies, consultants, accountants, lawyers, and other professional service teams. Teams create reusable onboarding flows with a visual editor, sections, requirements, and drag-and-drop controls. Clients enter a branded portal through a magic link without making an account. Inside the portal, they can upload and preview documents, approve files with one click, and complete e-signatures. Synerdeck provides live progress tracking and client reminders; manual reminders are included on the Free plan, while Pro and Scale add automated reminders. The Free plan supports up to 10 clients, two templates, and 500 MB of storage. Pro costs $22.99 a month billed annually and adds higher limits, branding, analytics, Slack integration, reports, exports, and custom email templates. Scale costs $70.39 a month billed annually and adds webhooks, API access, advanced permissions, audit-log export, custom domains, 25 team members, 250 GB storage, and priority support. It runs on the web.
For and against
For
- Branded portals open through magic links
- Reusable flows use visual drag-and-drop controls
- Document uploads, previews, and one-click approvals
- Live progress tracking and automated reminders
- Webhooks and API access on Scale
Against
- Free plan limits users to 10 clients
- Free plan includes only two templates
- Free storage is limited to 500 MB
- Paid plans are billed annually
The verdict
Synerdeck combines reusable onboarding workflows with client portals, document handling, approvals, signatures, and reminders. Its Free plan covers small workloads, while Pro and Scale expand storage, collaboration, branding, and integrations.
Who it suits
Synerdeck suits agencies, consultancies, accounting firms, law practices, and other service businesses managing repeatable client onboarding. It is also suited to teams needing branded portals, document collection, approvals, and signatures.
Plans and prices
Free
Up to 10 clients · 2 templates · 500 MB storage · Manual reminders
Read 7 Oct 2026 · synerdeck.com
Pro
Up to 100 clients · 25 templates · 25 GB document storage · Up to 5 team members
Read 7 Oct 2026 · synerdeck.com
Scale
Everything in Pro · Webhooks & API access · Advanced role permissions · Audit log export
Read 7 Oct 2026 · synerdeck.com
On the record
- Access controls
- The product uses role-based workspace permissions, and the security page says production access follows least privilege.synerdeck.com · read 7 Oct 2026
- Client portals
- Clients can open a branded portal through a magic link without creating an account.synerdeck.com · read 7 Oct 2026
- Document collection
- The product supports document uploads, previews, and one-click approvals.synerdeck.com · read 7 Oct 2026
- File security
- Uploaded documents are stored in a private bucket and served through short-lived signed URLs, according to the security page.synerdeck.com · read 7 Oct 2026
- Integrations
- The Pro plan includes a Slack integration, while the Scale plan includes webhooks and API access.synerdeck.com · read 7 Oct 2026
- Intended users
- The About page identifies creative agencies, consultancies, accounting firms, law practices, and professional service businesses as intended users.synerdeck.com · read 7 Oct 2026
- Plan limits
- The Free plan allows up to 10 clients, 2 templates, and 500 MB of storage.synerdeck.com · read 7 Oct 2026
- Product
- Synerdeck is client onboarding software for agencies, consultants, accountants, lawyers, and service teams.synerdeck.com · read 7 Oct 2026
- Progress and reminders
- Synerdeck offers live progress tracking and automated client reminders.synerdeck.com · read 7 Oct 2026
- Security
- The security page says traffic is encrypted in transit with TLS, data is encrypted at rest by hosting providers, and row-level security isolates workspaces.synerdeck.com · read 7 Oct 2026
- Signatures
- The About page lists document collection and e-signatures among its core capabilities.synerdeck.com · read 7 Oct 2026
- Support
- Pro and Scale customers can contact support through the in-app Help Center, and Scale customers get priority support.synerdeck.com · read 7 Oct 2026
- Templates
- The product lets teams build reusable onboarding flows with a visual editor, sections, requirements, and drag-and-drop controls.synerdeck.com · read 7 Oct 2026
