Give your clients a professional, centralized hub to access projects, documents, invoices, and communicate with your team—all seamlessly integrated with your Bonsai workspace.
Secure access Share secure links that allow clients to access their portal without requiring them to create an account.
Project status visibility Clients can view real-time project progress, milestones, and deliverables without constant status update requests.
Doc & file sharing Securely share contracts, proposals, invoices, and project files in one organized location.
Branded client experience Customize your client portal with your logo, colors, and branding to maintain a professional, cohesive experience.
Direct messaging Enable seamless communication between clients and your team through built-in messaging features.
Task collaboration Clients can view assigned tasks, provide feedback directly on deliverables, and collaborate with your team.
Provide a top-notch client experience with an all-in-on portal.
Set up your branded portal in seconds
Present a polished, branded experience that positions your business as professional and organized, helping you stand out from competitors who rely on scattered tools and generic platforms.
Eliminate endless email chains and status update calls by giving clients self-service access to all project information, reducing your team's administrative burden while improving client satisfaction.
Strengthen client relationships by providing complete visibility into project progress, time tracking, and billing, demonstrating your professionalism and accountability.
Reduce payment delays by giving clients easy access to invoices and payment options directly in their portal, integrated with Bonsai's invoicing and payment processing features.
Bonsai has been a great tool for our agency. We wanted to find an all in one solution that was seamless for clients to use and the team has been a great resource when we have questions.
With Bonsai, you can share your portal with clients with secure, unique link.
Why should I use a Client Portal?
Bonsai's Client Portal helps you centralize key communications with your clients. Your portal hots important documents like invoices, contracts and file uploads, so they're easier for your clients to access.
Can I use my brand?
Yes! Bonsai's Client Portal is white-labelled so you can use your logo, header image and color to make it as customized as you'd like.
Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.
*Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution. Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan.
Bonsai is not a law or accounting firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.
Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.
*Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution.
Bonsai is not a law firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.
Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan, see details here: https://www.hellobonsai.com/pricing
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