Best of
Best client portal software for agencies
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.
How we evaluated these
- Which pricing tier unlocks the client portal
- Custom-domain / white-label support
- What's actually visible in the portal (invoices, contracts, payment history)
- Whether the portal fills in automatically or needs manual setup
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.
HoneyBook
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
- Included from the Starter tier — not gated behind a higher plan
- Populates automatically from documents already sent
Where it falls short
- No confirmed custom-domain option for the portal specifically
- Restricted to US/CA/UK/AU clients
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
Dubsado
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
- Included on the lower-priced Starter tier, not just Premier
- Unlimited clients even on Starter
Where it falls short
- Automated workflows that could enrich the portal experience require Premier
- Annual billing only
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
Bonsai
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
- Bundled with Gantt views and project tracking on the same tier
- QuickBooks/Zapier integrations available at the same level
Where it falls short
- Portal isn't available on the two lower tiers — you need Premium
- Per-user pricing
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
Plutio
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
- Included from the entry tier, no upgrade needed for the portal itself
- White-label add-on available on Pro, included on Max
Where it falls short
- Core tier caps active clients at 9
- White-labeling (removing Plutio branding) costs extra on Pro
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
Hanko
This is usBest 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
- Custom domain support confirmed at the Pro tier ($49/month)
- Populates automatically the moment the first proposal or invoice is sent — no separate setup step
- Payment receipts include block-explorer links for stablecoin payments
Where it falls short
- Portal itself requires the Pro tier, not included on Starter
- No project-management view inside the portal
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
Verdict
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.
Frequently asked questions
Which client portal software includes a custom domain?
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.
Does the client portal update automatically, or do I have to add things manually?
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.
What's the cheapest way to get a client portal?
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.
Other "best of" guides
Give clients a portal on your own domain
Populated automatically from every proposal, agreement and invoice you send.