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Synerdeck

synerdeck.com

From $22.99/mo Free plan Web
Visit synerdeck.com
Spec score 7.4 #8 of 17 in Client Onboarding Software

What it 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 automated 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 the limits to 100 clients, 25 templates and 25 GB of storage while adding branding, analytics, Slack integration and reports. 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. Security measures listed include TLS in transit, encryption at rest by hosting providers and workspace isolation.

Spec sheet

Product
Synerdeck is client onboarding software for agencies, consultants, accountants, lawyers, and service teams.Read 7 Oct 2026 · synerdeck.com
Intended users
The About page identifies creative agencies, consultancies, accounting firms, law practices, and professional service businesses as intended users.Read 7 Oct 2026 · synerdeck.com
Integrations
The Pro plan includes a Slack integration, while the Scale plan includes webhooks and API access.Read 7 Oct 2026 · synerdeck.com
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.Read 7 Oct 2026 · synerdeck.com
Support
Pro and Scale customers can contact support through the in-app Help Center, and Scale customers get priority support.Read 7 Oct 2026 · synerdeck.com
Access controls
The product uses role-based workspace permissions, and the security page says production access follows least privilege.Read 7 Oct 2026 · synerdeck.com
Client portals
Clients can open a branded portal through a magic link without creating an account.Read 7 Oct 2026 · synerdeck.com
Document collection
The product supports document uploads, previews, and one-click approvals.Read 7 Oct 2026 · synerdeck.com
File security
Uploaded documents are stored in a private bucket and served through short-lived signed URLs, according to the security page.Read 7 Oct 2026 · synerdeck.com
Plan limits
The Free plan allows up to 10 clients, 2 templates, and 500 MB of storage.Read 7 Oct 2026 · synerdeck.com
Progress and reminders
Synerdeck offers live progress tracking and automated client reminders.Read 7 Oct 2026 · synerdeck.com
Signatures
The About page lists document collection and e-signatures among its core capabilities.Read 7 Oct 2026 · synerdeck.com
Templates
The product lets teams build reusable onboarding flows with a visual editor, sections, requirements, and drag-and-drop controls.Read 7 Oct 2026 · synerdeck.com

Plans and prices

Free Free Up to 10 clients · 2 templates · 500 MB storage · Manual reminders · Basic client portal Read 7 Oct 2026 · synerdeck.com
Pro $22.99 a month Billed annually · $275.88/yr · Save 23% 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 Read 7 Oct 2026 · synerdeck.com
Scale $70.39 a month Billed annually · $844.69/yr · Save 12% 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 Read 7 Oct 2026 · synerdeck.com

Every Synerdeck plan and price →

Strong points and limits

Strong points

  • Clients can use a magic-link portal without an account.
  • Reusable flows have a visual editor and drag-and-drop controls.
  • Supports uploads, previews, approvals and e-signatures.
  • Free plan supports up to 10 clients.
  • Scale includes webhooks, API access and priority support.

Limits

  • Free plan limits users to 2 templates.
  • Free plan includes 500 MB of storage.
  • Pro and Scale prices are billed annually.
  • Only web is listed as a platform.

Who it suits

Synerdeck suits service businesses that need repeatable client onboarding and document collection. Its plans offer different client, template, storage and team limits for small and larger teams.

Verdict

Synerdeck combines reusable onboarding flows with client portals, document handling and reminders. Compare the free plan’s limits with the annual-billed Pro and Scale tiers as client and team needs grow.

Where Specifiction places it

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