Strengthen client relations with a branded portal

Give your clients a professional, centralized hub to access projects, documents, invoices, and communicate with your team—all seamlessly integrated with your Bonsai workspace.

1030+ Reviews

Enhance your client collaboration.

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-one 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.

Reduce client communication overhead

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.

Real-time project progress

Strengthen client relationships by providing complete visibility into project progress, time tracking, and billing, demonstrating your professionalism and accountability.

Simplify payment collection

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.

Makayla Beaudoin, Director of Tuuti Agency

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.

10,000+

Service firms trust Bonsai

Frequently asked questions

How do I share my Client Portal with clients

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 hosts 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.