Simple, Transparent Pricing

Name: Sydnee Client Portals
Brand: Sydnee
Price: 17 USD

Compare our plans, then start free before you pay.

Pay monthlyPay annuallySave up to 25%

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

Solo

For independent professionals

$17/ month

$15Regular monthly price: ~~$17~~/ month

$180 billed annually.

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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

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Core

For teams working together

$40/ month

$30Regular monthly price: ~~$40~~/ month

$360 billed annually.

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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

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Growth

For growing teams and client work

$100/ month

$80Regular monthly price: ~~$100~~/ month

$960 billed annually.

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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

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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)

Explore what’s included

From onboarding to the final handoff, see what each plan brings to your client work. Expand a section to explore more features.

Swipe or scroll sideways to compare all three plans.

Team & capacity

Team & capacity: features and limits for Solo, Core, and Growth.
Features	Solo	Core	Growth
Team members	1	10	25
Client portals	10	100	1,000
	Unlimited	Unlimited	Unlimited
File storage	100 GB	2 TB	5 TB
File upload size in Files & Requests	5 GB	25 GB	512 GB

Requests & onboarding

Requests & onboarding: features and limits for Solo, Core, and Growth.
Features	Solo	Core	Growth
	Included	Included	Included
File uploads & signature fields	Included	Included	Included
Reusable request templates	Included	Included	Included
	Not included	Included	Included
Drag-and-drop request builder	Included	Included	Included
Custom questions & required answers	Included	Included	Included
Ready-made request template library	Included	Included	Included
Private requests for individual clients	Included	Included	Included
Scheduled request publishing	Included	Included	Included
Branded request emails & custom messages	Included	Included	Included
Due dates & automatic email reminders	Included	Included	Included
Response progress & completion tracking	Included	Included	Included
Response timeline	Included	Included	Included
PDF response exports & file downloads	Included	Included	Included

Task management

Task management: features and limits for Solo, Core, and Growth.
Features	Solo	Core	Growth
Task boards per account	5	5	5
List & Kanban board views	Included	Included	Included
Task calendar view	Included	Included	Included
Custom task tags & filters	Included	Included	Included
	Included	Included	Included
	Included	Included	Included
Assignees, priorities & due dates	Included	Included	Included
Subtasks & completion progress	Included	Included	Included
Milestones & task dependencies	Included	Included	Included
Board & section access controls	Included	Included	Included
Task comments, @mentions & attachments	Included	Included	Included
Board overviews & status updates	Included	Included	Included
My Tasks across client accounts	Included	Included	Included
Reusable task templates & version history	Included	Included	Included
Repeating tasks	Included	Included	Included
Task reminders & email notifications	Included	Included	Included
Bulk task updates & organization	Included	Included	Included

Live chat

Live chat: features and limits for Solo, Core, and Growth.
Features	Solo	Core	Growth
Live chat inside your client portal	Included	Included	Included
Direct messages with clients & teammates	Included	Included	Included
Open & private chat channels	Included	Included	Included
Dedicated conversations for each account	Included	Included	Included
Active chat channels	100	100	100
Shared channels with selected clients	Included	Included	Included
File sharing, @mentions & reactions	Included	Included	Included
Unread conversation tracking	Included	Included	Included
Conversation alerts & quiet time	Included	Included	Included
Default channels for new team members	Included	Included	Included
Channel conversation exports	Included	Included	Included
Custom chat sidebar organization	Included	Included	Included

Files & deliverables

Files & deliverables: features and limits for Solo, Core, and Growth.
Features	Solo	Core	Growth
Client file uploads & shared folders	Included	Included	Included
Pinned feedback on images & PDFs	Included	Included	Included
File versions, change notes & downloads	Included	Included	Included
	Included	Included	Included
Gallery & table views	Included	Included	Included
Image, PDF, video & audio previews	Included	Included	Included
File comments, replies & @mentions	Included	Included	Included
File activity history & CSV export	Included	Included	Included
Folder permissions & client visibility	Included	Included	Included
Public download links with expiry dates	Included	Included	Included
Bulk file downloads as ZIP	Included	Included	Included
File search & filters across accounts	Included	Included	Included
File activity inbox	Included	Included	Included
Reusable folder setups for new clients	Included	Included	Included
Personalized deliverable emails	Included	Included	Included
See which clients opened each deliverable	Included	Included	Included

Client portals & workspace

Client portals & workspace: features and limits for Solo, Core, and Growth.
Features	Solo	Core	Growth
Configurable client dashboard widgets	Included	Included	Included
	Included	Included	Included
Service catalog in your client portal	Included	Included	Included
	7 days	90 days	365 days
Easy switching between client accounts	Included	Included	Included
Welcome notes, links & videos	Included	Included	Included
Reusable welcome-note templates	Included	Included	Included
Portal navigation links to external tools	Included	Included	Included
Reusable client account setups	Included	Included	Included
Bulk client account creation	Included	Included	Included
	Included	Included	Included
Client-specific service details	Included	Included	Included
Workspace-wide search	Included	Included	Included

Branding

Branding: features and limits for Solo, Core, and Growth.
Features	Solo	Core	Growth
Custom portal logo & colors	Included	Included	Included
Custom portal icon	Included	Included	Included
Custom domain	Not included	Included	Included
Custom email sender	Not included	Included	Included

Security & access

Security & access: features and limits for Solo, Core, and Growth.
Features	Solo	Core	Growth
	Included	Included	Included
	Included	Included	Included
	30 days	180 days	365 days
Role-based workspace permissions	Included	Included	Included
Signed webhook deliveries	Not included	Included	Included
One-time backup codes for account recovery	Included	Included	Included
Email alerts for password & 2FA changes	Included	Included	Included
Client account access controls	Included	Included	Included
	Included	Included	Included
	Included	Included	Included
	Included	Included	Included
Revocable API keys	Included	Included	Included

Integrations & support

Integrations & support: features and limits for Solo, Core, and Growth.
Features	Solo	Core	Growth
Public API access	Included	Included	Included
Zapier triggers & actions	Included	Included	Included
Custom webhook endpoints	Not included	2	10
Webhook event & account filters	Not included	Included	Included
Webhook delivery history & retries	Not included	Included	Included
Priority support	Not included	Not included	Included

Current paid plans shown. Legacy plans may have different allowances.

API access and Zapier are included with Solo, Core, and Growth. Webhooks start with Core for workspaces without Healthcare safeguards. They are not included in the initial free trial without a payment method.

Pricing FAQs

Common questions about Sydnee pricing and plans

Is there a free trial?

Yes. Try Sydnee free for five days. Create a client portal and try tasks, requests, files, and chat before choosing a plan. Standard workspaces don't need a credit card to start. Healthcare trials require payment details.

What's included in each plan?

Every paid plan includes client portals, tasks, requests, files, and chat. Compare team size, portal limits, storage, branding, and integrations in the table above. For larger teams, contact us about Enterprise. Healthcare plans include a Business Associate Agreement (BAA). API access, webhooks, Zapier, and optional tracking are turned off for Healthcare workspaces.

What payment methods do you accept?

We accept major credit cards, including Visa, Mastercard, and American Express. Choose monthly billing or pay once a year at the lower annual rate.

Can I switch plans or cancel anytime?

Yes. You can upgrade, downgrade, or cancel your plan at any time. There's no cancellation fee. Workspace and client portal access ends when cancellation takes effect. You can reactivate your subscription to restore access.

Try Sydnee Client Portals Today

Start free trial

No credit card required

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

Sydnee turned our onboarding into a simple, repeatable process that just works.
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
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
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
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
Sydnee offers our Clients a clean simple platform that is easy to understand and navigate.
Laura McDermott, Owner
Mcdermott Law Firm, PLLC