Client Portal
Client Portal

Elevate your business and keep clients in the loop

Offer your clients a professional, centralized hub for accessing projects, documents, invoices.

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Elevate your business and keep clients in the loop

Enhance your client experience

Secure access

Secure access

Custom branding

Custom branding

Doc & file sharing

Doc & file sharing

Direct messaging

Direct messaging

Task collaboration

Task collaboration

Project progress visibility

Project progress visibility

Set up your branded portal in seconds

Set up your branded portal in seconds

  • Give each client a customized portal experience, with tailored views, docs, and messaging.
  • Provide a professional, branded client experience.
  • Clients access everything through one secure link. No account setup, no passwords.

Reduce client communication overhead

  • Eliminate endless email chains and status update calls by giving clients self-serve access to all project information.
  • Keep every conversation tied to the right project through built-in messaging features.
  • Simplify billing with invoices and payment options accessible directly in the portal.
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Reduce client communication overhead
Client portal

Bonsai was the key to streamlining my client processes and making my business operations so much more professional. It truly is everything I need all in one. 

Kessiah Carlbon
Strengthen client relationships

Strengthen client relationships

  • Give clients complete visibility into project progress, time tracking, and billing.
  • Demonstrate professionalism and accountability without extra reporting work.
  • Keep clients informed on their terms, not just when you find time to send an update.

Ready to try Bonsai?

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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.