Client Portals

Stay organized & connected with clients

Allow clients to access contracts, pay invoices, and fill out forms that you need to complete your project together.

Client Portals

Competitive processing fees

Dubsado Payments powered by Stripe, offers the same competitive processing rates as Stripe while delivering a  seamless, integrated and user-friendly payment experience. View rates.

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Offset credit card processing fees with Surcharging

Coming soon to Dubsado, Surcharging! Add a small fee to credit card transactions to help cover the costs of processing those payments. Offset a significant portion of your credit card processing fees, ultimately increasing your profitability without raising your prices across the board.

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Create a seamless client payment experience

Your clients pay in fewer clicks

We've reimagined the entire workflow, streamlining every step for unparalleled convenience. Your clients can now complete transactions in just a few clicks, making payments a breeze. Embrace the future of seamless invoicing and elevate your business to new heights of efficiency.

Credit card and bank transfer autopay

Streamline your payment process with autopay. Requiring autopay helps reduce missed payments and ensures a smooth invoicing experience for your clients. Take control of your payment workflow with Dubsado Payments!

Simple, streamlined refunds

Process refunds directly within Dubsado, eliminating the hassle of external platforms. Also, on full refunds, you get your processing fee returned to you. Get back to business, faster.

Get paid fast with Stripe instant payouts

Quick access to funds is critical for businesses today. We’re proud to offer Stripe Instant Payouts to help you get paid fast.

There's a form for every phase of your client journey

Lead captures

Embed a lead capture form on your website to collect inquiries quickly and easily.


Pitch your pricing to a lead directly or sell your goods and services by embedding a proposal on your website.

Contracts & Sub-Agreements

Make it official in just minutes using our e-signature contracts & sub-agreements.


Cut out the back-and-forth by collecting all the info you need in one quick, easy form.

Impress new inquiries

Just like you, clients love being able to see everything in one place. Your clients no longer have to search through their emails to find and sign the contract, submit invoice payments, or wonder if they've completed questionnaires you've sent their way.

Protect client information

Set a custom password for each client portal so your client & project info is kept confidential. You can also embed a client portal login page on your website for easy access.

Customizable, as usual

You know how we are with customization here at Dubsado and the client portal is no exception! Put your favorite brand color on full display so your clients feel right at home in their portal.

I set myself up on Dubsado in the later half of 2020 when my business model 100% changed due to COVID. Thank god I did, as my business has EXPLODED almost overnight. I would not have been able to manage my inbound leads, proposals, contracts, and invoices without Dubsado. I on-boarded myself JUST in the knick of time to manage clients during this busy holiday season. Thank you Dubsado!

Client Portals
Brianne Cohen
Wine Educator, Event Planner
Automation Overview

More efficiency, less effort

Custom triggers

Customize workflow actions to be triggered by specific conditions or at certain times.

Task reminders

Create task reminders within a workflow for you and your team to stay on track with each project.

Tags & statuses

Use workflows to tag projects and change project statuses for quick and easy organizing.


Set up recurring invoices that automatically collect payments from clients, like a subscription.

Client reminders

Send automatic reminders to notify your clients about incomplete forms or upcoming payments.

Reusable templates

Create templates for workflows, forms, proposal packages, canned emails, and more.


Track your growth

Every dollar counts. Dubsado helps you stay on top of your profits and losses.

Financial reports

Compare month to month financial history and view profit breakdown.

Chart of accounts

Organize your income and expenses into different categories.

Outstanding invoices

View all invoices that are past due with a single click.

Earnings goals

Set annual or monthly goals and track your progress along the way.

But wait, there’s more...


Keep track of every conversation with organized email threads that are easy on the eyes.

Project tags & statuses

Use tags and statuses to categorize and search for projects easily. Future-you will be grateful.

Task boards

Create task boards for you and your team to stay on track, or share boards with your clients to reach goals together.

Time tracking

Keep track of your time spent on a project, or apply billable hours to an invoice.

Experience the freedom of managing your business from anywhere

Download the Dubsado mobile app today and take your success on the go. Available now on the App Store and Google Play.