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Onboard Faster. Stay Aligned. Deliver Better.

Live chat, task management, file sharing, info collection, and more - all in a branded client portal that your clients will love.

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Trusted by thousands of freelancers
and teams worldwide since 2023

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Sydnee client portal dashboard for onboarding a client into a branded workspace.

  • Sydnee turned our onboarding into a simple, repeatable process that just works.

    Patrick Benske, Benske Agency, Founder
    Patrick Benske
    Benske Agency, Founder

  • Whether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.

    Steven Diamond, Diamond Ai Media Group, Founder
    Steven Diamond
    Diamond Ai Media Group, Founder

  • Between the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.

    Carmelo Santos, Co-found Council of Marketers
    Carmelo Santos
    Co-found Council of Marketers

  • It's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance

    Michael Rapino, HoneyQuill Agency, Founder
    Michael Rapino
    HoneyQuill Agency, Founder

  • Sydnee has been the best investment I've made for my agency thus far. There is not better platform with the features included for the price point they are at.

    Luis Leon, Promise Pixel, Founder
    Luis Leon
    Promise Pixel, Founder

  • Sydnee offers our Clients a clean simple platform that is easy to understand and navigate.

    Laura McDermott, Owner, Mcdermott Law Firm, PLLC
    Laura McDermott, Owner
    Mcdermott Law Firm, PLLC

Built to connect with

Zapier(opens in a new tab)REST APIWebhooks

Onboard, work, and deliver

More than a client portal

Onboard clients, coordinate work, and deliver results through one connected platform.

Client onboarding form with file uploads and completion progress.
Client tasks organized by status, priority, and deadline.
Client live chat alongside a history of recent account activity.
A polished client deliverable with organized files ready to review.
Reusable workflow templates for repeatable client work.

Help clients find their next step.

Passwordless access

Clients sign in securely from email, no password to remember.

Clear next steps

Clients see requests, updates, and ready files at a glance.

Simple by design

Give clients one place to find requests, tasks, and files.

Your view, your rules

Show each client only the tasks, files, services, and tools they need.

Your workspace and client portal share a familiar layout. You choose the work and tools each client can see.

Ready to set up your client portal?

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5 days free · No credit card required

Replace 4+ tools with one client portal.

Client portal + useful tools = a better experience for everyone

  • Onboarding forms
  • Tasks and automatic reminders
  • Client and team chat
  • Secure file sharing and delivery
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5 days free · No credit card required

A branded Sydnee client portal with tasks, files, services, requests, and client chat in one workspace.

Hear From Those Already Using Sydnee

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Choose the plan that fits your client work

Start on your own, bring your team, or talk with us about a larger workspace.

5-day free trial. No credit card required for standard workspaces.

Solo

For independent professionals

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Everything you need to get started:

  • 1 team member, 10 client portals
  • 100 GB file storage
  • Unlimited client users per portal
  • Tasks, requests, files, and live chat
  • API and Zapier access
  • Not included: Custom domain
  • Not included: Custom email sender
  • Not included: Webhook endpoints
See all features for Solo
Most Popular

Core

For teams working together

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Everything in Solo, plus:

  • 10 team members, 100 client portals
  • 2 TB file storage
  • Unlimited client users per portal
  • Your portal logo and colors
  • Your own custom domain
  • Your own custom email sender
  • Conditional logic in client requests
  • 2 webhook endpoints
See all features for Core

Growth

For growing teams and client work

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Everything in Core, plus:

  • 25 team members, 1,000 client portals
  • 5 TB file storage
  • Upload your largest files
  • Priority support
  • Longer security and event history
  • 10 webhook endpoints

Also included:

  • Unlimited client users per portal
  • Your own custom domain
  • Your own custom email sender
  • Conditional logic in client requests
See all features for Growth

Each portal is a separate client workspace. Invite as many client users as you need—your portal limit counts workspaces, not people.

Enterprise

Need more than 25 team members or 1,000 client portals? Let’s plan your workspace.

Talk with our team

Sydnee for healthcare

A HIPAA compliant version of Sydnee where we offer a Business Associate Agreement (BAA)

Contact us

Build your client process with confidence

Your brand, not ours

White-label your portal with your logo, colors, and domain.

API and webhooks included

Connect Sydnee to your existing tools with included API, webhook, and Zapier access.

View API docs

Support from real people

Get practical help from people who understand service work.

Read the docs

FAQ

Sydnee is white-label client portal software for freelancers, agencies, and service businesses. It brings client onboarding, task management, communication, file sharing, and delivery into one branded workspace.

Sydnee

Try Sydnee Client Portals Today

Client & team live chat, Direct Messages, and Channels
Built in task manager
Showcase services in your portal
Easy client onboarding & info requests
Secure file storage & sharing
Embed Calendly, Figma, Loom, Google Looker & more
Custom domain & full white labeling
Unlimited client seats
Start free trial
No credit card required