Why Dubsado

Software to simplify business for licensed or specialized service providers

Get the tools you need to keep projects on track, deliver your unique expertise, and grow your client base.

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When you’re focused on meeting your clients’ needs, the last thing you have time for is manual admin work for your business

Dubsado enables you to:

✅ Streamline your operations
✅ Create repeatable processes
✅ Deliver the best possible client experience

Simplify client collaboration, creating and executing contracts, and sending invoices and getting paid. So you can enjoy running your business—without letting it run you.

Driving $250K in business from a growing client base

Learn how consultant Jamar Diggs used Dubsado to professionalize his processes and take his client service to the next level, reaching results like:

  • Generating $250K in 1:1 services revenue

  • Expanding his base to 150+ clients

  • Closing business from Fortune 500 companies

Read more

Hear from specialized service providers about why Dubsado is perfect for: 

  • Coaches

    “'Projects' is my go-to tab in Dubsado! I manage everything for my clients there—emails, invoices, notes, tasks—everything! This ensures that I stay on top of pending deadlines or schedule follow-up comms.”

    Read more from Sacha ➔

  • Doulas

    “My favourite thing about my process in Dubsado is that it is all automated, but it is specific to each woman's 'due date' and means that nothing falls through the cracks along the way."

    Read more from Aimee ➔

  • Bookkeepers & Accountants

    “I love the custom client statuses within Dubsado. I am able to see who are ongoing clients, tax clients, and leads to follow up on! This allows me to prioritize my work and answer client inquiries more efficiently."

    Read more from Lynnorra ➔

  • Legal Professionals

    “Our favorite thing is that the Dubsado dashboard reflects when we have outstanding invoices. If an individual submits a proposal but doesn't complete the next step of remitting payment, we have the ability to manually send the invoice via email with a reminder that payment is due."

    Read more from Stacy ➔

Elevate what you deliver to clients.
While saving time at every step.

Seamlessly set new projects in motion

Bring in new clients quickly and easily with reusable templates for lead capture forms, questionnaires, proposals, and contracts—plus automated onboarding so no leads slip away.

Automate your busywork and focus on client work

Take repetitive tasks off your plate and keep projects on track with automated workflows, recurring payments, confirmation emails, payment reminders, and more.

Deliver a polished, branded experience

Ensure that everything your client sees reflects you—without designing assets from scratch. Your forms, documents, communications, and client portal highlight your brand, not ours.

Stay organized and aligned with clients

Set expectations and anticipate client needs with clear communications, centralized documents and project timelines, and easy collaboration through the client portal.

Fall back in love with running your business

Join the hundreds of thousands of creative business owners who have turned scattered systems into smooth operations.

Start for free