Centralize all project communications and keep your clients in the loop with Bonsai's intuitive and user-friendly platform.
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Clients get a secure link to their portal and data.
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Connected to contracts, invoices, time tracking.
Share files, images and media with your clients.
Customize your portal to match your brand.
Centralize all client communications in the portal.
Share, assign and collaborate on tasks with clients.
The client portal makes it easy for you and your clients to track progress and updates without the hassle of sifting through emails.
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Share important documents, files, and links seamlessly. Clients can upload their docs to the portal, ensuring everything is organized and easily accessible.
Make it easy for clients to pay, access invoices, and manage their payment credentials.
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Keep track of the hours you work every day, on every project and on every device. Add notes and the task completed with each new entry.
Use simple task lists and create task templates on your projects to see what needs to be done. Set due dates and get email reminders.
With Bonsai, you can share your portal with clients with secure, unique link.
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.
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.