Running Sync as a service, Client Portal

Sync Agency Implementation, Secure Client Portals & File Delivery

Learn how to set up custom-branded client portals in Sync, configure role-based access controls for multi-person projects, and build file request workflows that prevent accidental exposure of competitive work. This course covers portal branding, permission management across Teams 2TB and higher plans, and integration with your existing client onboarding process.

Open the decision record for Sync

What does running Sync for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
$5 (entry tier: 5 TB plan) or $8 (unlimited tier) per user per month (from vendor pricing)
Time to first value
Not published (setup complexity is low, but no explicit duration given)
Payback
Not modeled (requires agency's own pricing, effort, and client volumes)

Is Sync worth running as a client service?

Evidence supports Sync as a secure file-sharing platform with a branded client portal, making it a viable managed service. Unknowns: actual agency pricing and profit margin (not derivable from vendor data).

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Sync account with at least the 5 TB plan at $60/year
  • Microsoft Office 365 for integration testing
  • Windows Explorer or Mac Finder for file sync testing

People and inputs

  • Admin training on Sync's granular permissions and custom branding
  • Sample client portal setup guide for replication
  • Standard operating procedure for file requests and version management

Estimated investment: Starting vendor cost at $60/year (5 TB plan) plus any additional storage per user

Included with the course

7 working documents for delivering this service.

  • Client Portal Setup Checklist for Syncchecklist
  • Role-Based Access Control Configuration Templatetemplate
  • Sync File Request Workflow SOPsop
  • Custom Branding Implementation Worksheetworksheet
  • Teams 2TB vs Teams 10TB Feature Comparison Guideguide
  • 365-Day Version Recovery Process for Client Assetssop
  • Multi-Client Project Permission Matrixtemplate

Listed by name. These documents are not yet published as individual downloads.