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Browse all articles from the Sydnee blog.

Client Portal Guides

12 Must-Have Client Portal Features to Evaluate

Compare 12 must-have client portal features, the client job each one supports, and the questions to ask before choosing a platform.

6 min read
An example of a client portal from Sydnee
Client Portal Guides

Client Portal Software: Key Features and Benefits for Freelancers

What Is a Client Portal? A client portal is a secure, online hub where businesses and clients collaborate seamlessly. It centralizes...

6 min read
Advanced Email Tracking for Transparency
Featured Post

Advanced Email Tracking for Transparency

At Sydnee, we understand that reliable email communication is essential for maintaining smooth operations and client satisfaction. That’s why we’ve been...

4 min read
What’s New in Sydnee Client Portals – December 2024
Featured Post

What’s New in Sydnee Client Portals – December 2024

We've been hard at work improving Sydnee Client portals and wanted to do a quick roundup of updates since our last...

2 min read
Featured Post

Gather Client Information with Sydnee’s Request Feature

We’re thrilled to unveil the latest addition to Sydnee Client Portals: Client Requests! 🎉 This powerful new feature makes it easier...

1 min read
Sydnee Feature Update about Subtasks and Account Filtering
Featured Post

Subtasks, Advanced Filters, and Smarter Account Sorting

We’re excited to announce the latest updates to Sydnee Client Portals designed to give you even more control and efficiency in...

3 min read
Introducing the Sydnee Client Portal Activity Feed
Featured Post

Track Your Client Portal Activity Better Than Ever

At Sydnee Client Portals, we know that keeping track of supported activity within your client portals is essential for delivering top-notch...

2 min read
Featured Post

Embed Airtable Into Your Client Portal

Sydnee Client Portals now offers the ability to embed Airtable bases directly into your client portals. This feature brings together the...

3 min read
Featured Post

Embedding Figma Designs Into Your Client Portal

Figma has become a go-to tool for designers and developers due to its real-time collaboration features and intuitive interface. It allows...

3 min read
The Importance of Using a Client Portal for Freelancers and Small Teams
Featured Post

The Importance of Using a Client Portal for Freelancers and Small Teams

It's tough to stay coordinated with your clients when juggling multiple Google Drive links, internal Asana boards that are hidden from...

3 min read
Improved Folders and New Gallery View for File Management
Featured Post

Improved Folders and New Gallery View for File Management

We are thrilled to announce a significant update to the Files section in Sydnee Client Portals! Our team has been hard...

2 min read
Networking for Freelancers: Building Meaningful Connections
Client Portal Guides

Networking for Freelancers: Building Meaningful Connections

As a freelancer, you may have realized that finding new clients and opportunities can be challenging without the right approach. Networking...

5 min read
How to Easily Upload Files to Your Tasks in Sydnee Client Portals: Video Tutorial
Product Updates

How to Easily Upload Files to Your Tasks in Sydnee Client Portals: Video Tutorial

Uploading PDFs, images, videos, and other files into your tasks is a breeze with Sydnee Client Portals. This video will guide...

1 min read
How to Set Up a New Client Portal with Sydnee (Video Tutorial)
Featured Post

How to Set Up a New Client Portal with Sydnee (Video Tutorial)

Welcome to our video tutorial on setting up a new client portal using Sydnee Client Portals! In this video, we’ll guide...

2 min read
Featured Post

A Big Update to Tasks! "My Tasks", Attachments, and More!

At Sydnee Client Portals, we are committed to constantly improving your experience and enhancing productivity. Our latest updates bring a range...

2 min read
Add External Links to Your Accounts (Global & Client Specific)
Featured Post

Add External Links to Your Accounts (Global & Client Specific)

We are excited to announce a handy new feature (and much requested) for Sydnee Client Portals! You can now add external...

1 min read
Enhanced Task Tagging, Mentions, and Email Notifications
Featured Post

Enhanced Task Tagging, Mentions, and Email Notifications

Our latest feature update introduces tagging capabilities in the comments of tasks, complete with email notifications. Tagging and Mentions With the...

1 min read
Global Tabs, Reorder Navigation, and a Share Menu!
Featured Post

Global Tabs, Reorder Navigation, and a Share Menu!

We are excited to bring you a roundup of smaller features and quality of life updates designed to enhance your experience...

2 min read
Announcing Team Member Support in Sydnee Client Portals
Featured Post

Team Member Support in Sydnee Client Portals

We are thrilled to announce an exciting new feature for Sydnee Client Portals: the ability to invite and add your team...

1 min read
Sydnee Dev Update #1
Product Updates

Sydnee Dev Update #1

And we’ve launched… again! This week we released the largest update to Sydnee since its initial release last September. I don’t...

4 min read