Browse all articles from the Sydnee blog.
Attach supported files to a Task, use available previews and actions, and copy selected attachments into the account Files system.
We are excited to introduce Sydnee's Affiliate Program, a simple and meaningful way for us to give back to the creators,...
Sydnee makes it easy to create beautiful, branded client portals and manage every part of your workflow in one place. But...
We’ve just rolled out a brand-new interface for you and your team – built to make managing your client portals faster,...
Your dashboard in Sydnee is designed to give you a strong foundation for managing any client account. But did you know...
Hard to believe it’s been two years since Sydnee launched! (Late September – for anyone planning to wish us a happy...
We’ve been building and shipping nonstop all summer, with the latest big drop being the API + Zapier integration. Sydnee has...
Invite a client to a Sydnee portal, confirm their account access, and add the team members who will support the work.
Running a freelance business means juggling client communication, task management, file delivery, and countless other moving parts. A freelance client portal...
Sydnee’s embed system makes it easier to bring compatible third-party tools into your client portals. Add provider-issued embed code as a...
Your client portal is often the first impression clients have of your business. Customizing it effectively can significantly enhance your clients’...
Modern clients expect quick, secure, and transparent collaboration. Businesses using client portals report up to 63% reduction in support workload, more...
If you're tired of rebuilding the same onboarding checklist, project flow, or service task list over and over again—you're going to...
This month, we're giving you more precise control over task management and clearer visibility into your project progress. From task restrictions...
Many client portal tools penalize you for growing your team. Need to add collaborators? That costs extra. Want to offer greater...
As a marketing agency owner, I faced a major challenge—I needed an efficient and professional client hub. The existing solutions were...
If you use Sydnee and want to help others simplify their client management, you can now earn cash rewards by sharing...
We’re excited to introduce Live Chat, a built-in communication tool in Sydnee Client Portals that streamlines real-time conversations between you and...
Learn what a client portal is, how it differs from email and shared drives, and how it supports onboarding, active work,...
In the world of client management, staying connected with your clients while promoting additional services without being annoying can be a...
