Synerdeck
Synerdeck is web-based client onboarding software for agencies, consultants, accountants, lawyers, and other service teams.
What Synerdeck is
Synerdeck is web-based client onboarding software for agencies, consultants, accountants, lawyers, and other service teams. Teams can build reusable onboarding flows with a visual editor, sections, requirements, and drag-and-drop controls. Clients enter a branded portal through a magic link without creating an account, where they can upload and preview documents and approve them with one click. The product also lists e-signatures, live progress tracking, and client reminders. Its Free plan supports up to 10 clients, 2 templates, and 500 MB of storage, with manual reminders and a basic client portal. Pro costs $22.99 a month billed annually and raises limits to 100 clients, 25 templates, and 25 GB of document storage, while adding custom branding, analytics, automated reminders, and a Slack integration. Scale costs $70.39 a month billed annually and adds webhooks and API access, advanced role permissions, audit log export, custom portal domains, and priority support. Synerdeck describes safeguards including TLS encryption in transit, encryption at rest by hosting providers, and workspace isolation.
Good
- Free plan supports up to 10 clients.
- Clients can enter portals through account-free magic links.
- Flows use a visual editor and reusable templates.
- Supports document uploads, previews, approvals, and e-signatures.
- Scale includes webhooks and API access.
Watch out
- Free plan is limited to 2 templates.
- Free plan includes 500 MB of storage.
- Pro and Scale prices are billed annually.
Who it suits
Synerdeck may suit service teams that need reusable onboarding workflows and a client-facing portal. The plan limits and features may help teams choose according to client volume, storage, and integration needs.
Verdict
Synerdeck combines repeatable onboarding flows with document handling, approvals, and progress tracking. The free tier has explicit client, template, and storage limits, while higher plans add features such as branding and integrations.
Plans and prices
From Synerdeck's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | Up to 10 clients · 2 templates · 500 MB storage · Manual reminders · Basic client portal |
| Pro | $22.99 a month | Up to 100 clients · 25 templates · 25 GB document storage · Up to 5 team members · Custom portal branding · Onboarding analytics · Automated reminders · Slack integration · PDF reports & ZIP export · Custom email templates · Billed annually · $275.88/yr · Save 23% |
| Scale | $70.39 a month | Everything in Pro · Webhooks & API access · Advanced role permissions · Audit log export · Custom portal domains · Up to 25 team members · 250 GB storage · Priority support · Billed annually · $844.69/yr · Save 12% |
The facts
Each one read from Synerdeck's own pages, with the date it was checked.
What it does
- Access controls
- The product uses role-based workspace permissions, and the security page says production access follows least privilege.checked 7 Oct 2026
- Client portals
- Clients can open a branded portal through a magic link without creating an account.checked 7 Oct 2026
- Document collection
- The product supports document uploads, previews, and one-click approvals.checked 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.checked 7 Oct 2026
- Integrations
- The Pro plan includes a Slack integration, while the Scale plan includes webhooks and API access.checked 7 Oct 2026
- Intended users
- The About page identifies creative agencies, consultancies, accounting firms, law practices, and professional service businesses as intended users.checked 7 Oct 2026
- Product
- Synerdeck is client onboarding software for agencies, consultants, accountants, lawyers, and service teams.checked 7 Oct 2026
- Progress and reminders
- Synerdeck offers live progress tracking and automated client reminders.checked 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.checked 7 Oct 2026
- Signatures
- The About page lists document collection and e-signatures among its core capabilities.checked 7 Oct 2026
- Support
- Pro and Scale customers can contact support through the in-app Help Center, and Scale customers get priority support.checked 7 Oct 2026
- Templates
- The product lets teams build reusable onboarding flows with a visual editor, sections, requirements, and drag-and-drop controls.checked 7 Oct 2026
Money
- Plan limits
- The Free plan allows up to 10 clients, 2 templates, and 500 MB of storage.checked 7 Oct 2026
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