Launching today
Synerdeck
Stop chasing clients. Onboard them smarter.
4 followers
Stop chasing clients. Onboard them smarter.
4 followers
Replace messy emails, WhatsApp, Slack, and Google Drive with one beautiful client onboarding portal. Create reusable onboarding templates, collect documents, track progress, automate reminders, and deliver a premium client experience from one workspace. Start free.
How does Synerdeck handle sensitive client docs from a security and compliance standpoint, especially compared to just using Drive or Dropbox?
@bedirhaney1e Great question — this is exactly why we didn’t want Synerdeck to feel like “another shared Drive folder.”
Synerdeck keeps client docs in a private bucket, served with short-lived signed URLs — not permanent “anyone with the link” shares. Traffic is TLS, data is encrypted at rest, and row-level security isolates each workspace. Uploads are type/size-checked (optional malware scan), and team access is role-based. On Scale you also get document access audit logs.
Drive/Dropbox are great general storage; Synerdeck is built for onboarding — the right files, for the right client, with progress and a trail — not a shared folder people can wander through.
More: https://www.synerdeck.com/security
love how the templates actually look like something i'd send to a real client, not another clunky internal tool wearing a suit. the progress tracking feels especially considered.
@miratngl8j5s That means a lot — thank you.
That’s exactly the bar we built for: templates that feel like your studio wrote them, not like software your client has to decode. The progress view is deliberate too — clients should always know what’s done, what’s next, and that they’re not lost in another admin portal.
If you run a real onboarding through it, I’d love to hear what still feels rough. That’s the feedback that actually shapes the product.