Synerdeck

Free plan Web

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, approve them, and use e-signatures. Live progress tracking and client reminders help teams follow each onboarding flow. The Free plan allows up to 10 clients, 2 templates, and 500 MB of storage, with manual reminders and a basic portal. Pro costs $22.99 a month billed annually and includes higher limits, branding, analytics, automated reminders, Slack integration, reports, exports, and custom email templates. Scale costs $70.39 a month billed annually, adding webhooks and API access, advanced role permissions, audit log export, custom portal domains, up to 25 team members, 250 GB of storage, and priority support. Synerdeck describes safeguards including TLS encryption in transit, encryption at rest by hosting providers, and workspace isolation.

Who it suits

Synerdeck suits professional service teams that need repeatable client onboarding, document collection, and progress tracking. The plans also accommodate teams seeking custom portals, integrations, or expanded storage and user limits.

What it does well

Magic-link portal access without client accounts
Reusable onboarding flows with a visual editor
Document uploads, approvals, and e-signatures
Free plan supports up to 10 clients
Scale includes webhooks and API access

What to know first

Free plan is limited to 2 templates
Free plan includes 500 MB of storage
Pro and Scale prices are billed annually

Limits

The Free plan allows up to 10 clients, 2 templates, and 500 MB of storage; reminders are manual and the portal is basic. Pro costs $22.99 a month billed annually. Scale costs $70.39 a month billed annually.

Plans

Plan	Billed and limits	Price
Free	Up to 10 clients · 2 templates · 500 MB storage · Manual reminders · Basic client portal	Free
Pro	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	$22.99 a month
Scale	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	$70.39 a month

As synerdeck.com lists them, read 7 Oct 2026. The maker's own page has the final word.

Getting started

Visit https://www.synerdeck.com/.
Start with the Free plan or choose Pro or Scale.
Build a reusable onboarding flow with the visual editor.
Share a magic link so clients can open the portal.
Use document collection, approvals, and progress tracking in the flow.

Verdict

Synerdeck brings onboarding flows, client portals, document handling, and reminders together for service teams. Its free tier has defined client, template, and storage limits; larger teams can move to annually billed Pro or Scale plans.

Questions

Does Synerdeck have a free plan?

Yes. Free supports up to 10 clients, 2 templates, and 500 MB of storage, with manual reminders and a basic client portal.

How much do the paid plans cost?

Pro costs $22.99 a month billed annually. Scale costs $70.39 a month billed annually.

What platforms does Synerdeck support?

Synerdeck is available on the web.

Do clients need an account to access a portal?

No. Clients can open a branded portal through a magic link without creating an account.

Does Synerdeck support e-signatures and document uploads?

Yes. The product lists document collection, uploads, previews, one-click approvals, and e-signatures.

Which integrations are included?

Pro includes a Slack integration. Scale includes webhooks and API access.

Facts from Synerdeck's own pages

Access controls: The product uses role-based workspace permissions, and the security page says production access follows least privilege. · synerdeck.com, 7 Oct 2026
Client portals: Clients can open a branded portal through a magic link without creating an account. · synerdeck.com, 7 Oct 2026
Document collection: The product supports document uploads, previews, and one-click approvals. · synerdeck.com, 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, 7 Oct 2026
Integrations: The Pro plan includes a Slack integration, while the Scale plan includes webhooks and API access. · synerdeck.com, 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, 7 Oct 2026
Plan limits: The Free plan allows up to 10 clients, 2 templates, and 500 MB of storage. · synerdeck.com, 7 Oct 2026
Product: Synerdeck is client onboarding software for agencies, consultants, accountants, lawyers, and service teams. · synerdeck.com, 7 Oct 2026
Progress and reminders: Synerdeck offers live progress tracking and automated client reminders. · synerdeck.com, 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, 7 Oct 2026
Signatures: The About page lists document collection and e-signatures among its core capabilities. · synerdeck.com, 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, 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, 7 Oct 2026