IRIS Client Onboarding vs Synerdeck

IRIS Client Onboarding has no write-up on Specifiction yet; its figures are above.

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.