Best of
A client portal is only useful if it fills in automatically from work you're already doing. Here's which of these actually do that, and at what price tier.
A client portal's value is almost entirely about whether it stays current without extra work — a portal that requires manual updates just becomes another thing to maintain. HoneyBook, Dubsado, Bonsai, Plutio and Hanko all populate a client's portal automatically from proposals, contracts and invoices already sent to them, but they differ on when that's included (entry tier vs. a paid-up tier) and whether it supports a custom domain.
| Platform | Best for | Starting price |
|---|---|---|
| HoneyBook | US/CA/UK/AU agencies wanting a portal included from the entry tier | $29/mo Starter and up |
| Dubsado | Agencies wanting a portal with unlimited clients from the entry tier | $335/yr Starter |
| Bonsai | Small teams wanting a portal bundled with project tools | ~$29/mo Premium tier and up (reported) |
| Plutio | Agencies wanting a portal bundled into a single flat-rate tier | $19/mo Core (portal included, 9-client cap), $199/mo Max (white-label included) |
| HankoThis is us | Agencies wanting a custom-domain portal without per-client setup | $49/mo Pro (custom domain included) |
Pricing checked September 2026. Hanko and Dubsado figures verified directly from their own pricing pages. HoneyBook figures verified from honeybook.com/pricing. Plutio figures verified from plutio.com/pricing. Bonsai figures cross-referenced across independent sources — confirm directly before quoting to a prospect. Checked September 2026.
Best for: US/CA/UK/AU agencies wanting a portal included from the entry tier
A client portal included on all tiers, showing proposals, contracts, invoices and payment status.
What we like
Where it falls short
Pricing: $29/mo Starter and up
Choose it if: you want a portal included without paying for a higher tier
Skip it if: you specifically need a custom domain on the portal
Best for: Agencies wanting a portal with unlimited clients from the entry tier
Client portals included on the Starter tier, alongside forms, invoicing and payment plans.
What we like
Where it falls short
Pricing: $335/yr Starter
Choose it if: you want a portal with unlimited clients at the lower tier
Skip it if: you want the portal paired with automated workflows without upgrading to Premier
Best for: Small teams wanting a portal bundled with project tools
A client portal available from the Premium tier (reported ~$29/month), alongside project management and time tracking.
What we like
Where it falls short
Pricing: ~$29/mo Premium tier and up (reported)
Choose it if: you're already planning to be on Bonsai's Premium tier for the project-management features
Skip it if: you want a portal without paying up to the third tier
Best for: Agencies wanting a portal bundled into a single flat-rate tier
A client portal included from the Core tier, alongside proposals, invoicing, project management and time tracking.
What we like
Where it falls short
Pricing: $19/mo Core (portal included, 9-client cap), $199/mo Max (white-label included)
Choose it if: you want white-labeling and don't mind paying for the top tier to get it included
Skip it if: you have more than 9 active clients and want to stay on the entry tier
Best for: Agencies wanting a custom-domain portal without per-client setup
A private portal created automatically for every client, showing proposals, agreements, invoices and payment receipts, with a custom domain on the Pro plan.
What we like
Where it falls short
Pricing: $49/mo Pro (custom domain included)
Choose it if: you want a white-labeled portal without a separate branding add-on cost
Skip it if: you want a portal on the cheapest possible entry tier
HoneyBook and Dubsado include a portal from their entry tier. Bonsai and Plutio's portals are strongest when bundled with project management, at a higher tier for Bonsai. Hanko is the pick for a custom-domain, white-labeled portal without a separate branding fee, once you're on Pro.
Hanko includes a custom domain on its Pro plan ($49/month). Plutio includes white-labeling on its Max tier ($199/month) or as a paid add-on on Pro. Confirm current custom-domain availability directly with HoneyBook, Dubsado and Bonsai, as it wasn't consistently documented across their pricing pages at research time.
In all five tools, the portal populates from proposals, contracts and invoices already created in the system — none of them require manually duplicating content into a separate portal view.
HoneyBook ($29/month) and Dubsado ($335/year, ~$28/month) both include a portal on their entry tier. Bonsai and Hanko both require a higher tier specifically for portal access.
Populated automatically from every proposal, agreement and invoice you send.
Product
InvoicingProposalsAgreementsClient portalsSolutionsCompareAlternativesBest ofTemplatesPricingProduct updates and the occasional tip, about once a month.