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

As a self-funded company, we know first-hand how much every dollar counts

The other guys... not so much.

low fee of
.30¢ per transaction
Connect to Dubsado Payments
Other processors
17hats - up to 5% + .30¢ per transaction
PayPal - 3.49% + .49¢ per transaction
Honeybook - 2.9% + .25¢ per transaction
Square - 2.9% + .30¢ per transaction
Stripe - 2.9% + .30¢ per transaction

What makes Dubsado Payments better

Unbeatable processing fees

Save more on every transaction with our competitive fee of just 2.75% + $0.30 per credit card transaction. Invest your hard-earned revenue back into your business.

Same-day deposits for Chase members

Connect any bank account to settle funds within 1-3 business days, or connect a Chase bank account and enjoy same-day payouts at no additional cost!

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.

In-house payment support

Experience the Dubsado difference with our personable, speedy support, ensuring your payment processing needs are always met with care and attention.

What if you could keep more of your hard-earned money without sacrificing quality?

With Dubsado Payments, you'll have peace of mind of knowing that your payment processing is taken care of, allowing you to focus on what really matters - serving your customers and growing your business.Don't let high processing fees, limited payment options, complicated payment processes, and poor customer support hold you back any longer.Join the waitlist for Dubsado Payments today and enjoy a more profitable and stress-free future.
Connect to Dubsado Payments

Frequently asked questions

Everything you need to know about Dubsado Payments
When will Dubsado Payments be available?
We are excited just like you! Dubsado Payments will be available this summer!
Is Dubsado Payments available internationally?
While Dubsado Payments is currently ONLY available in the United States and Canada, we're constantly working to expand our reach and bring our industry low-fees, high-efficiency payment processing solution to businesses around the world. In the meantime, we offer a range of payment integrations with Stripe, Square, and PayPal to ensure that you have the payment processing options you need to thrive.
What are the processing fees?
Payment processing fees are an inevitable part of doing business. But what if you could save big on processing fees and boost your bottom line with Dubsado Payments?

What sets us apart is our commitment to transparency and affordability. Our rates are amongst the lowest in the industry, allowing you to keep more of your hard-earned money where it belongs - in your business.

Here are our current rates for Dubsado Payments:
- Credit cards: 2.75% + $0.30 per transaction
- ACH: $5 per transaction (currently only available in the US)
Do I need to open a Chase bank account?
No. You may use Dubsado Payments with any United States or Canadian bank account.
Do I have to use Dubsado Payments if I use Dubsado?
No. Using Dubsado Payments is not a requirement. We still allow you to connect to Stripe, Square or PayPal if you choose one of those as your preferred payments platform.
How fast do funds deposit into my bank?
With Dubsado Payments, we understand the importance of swift and efficient payment processing for the growth and success of your business.

We're committed to prompt fund deposits. With Dubsado Payments, you can transfer funds to your bank account in 2-3 business days in most cases.

For those with a Chase bank account, there's even more good news - you may qualify for same-day deposits. That means you can get your hard-earned money into your hands faster than ever before.
What happens if my client disputes a payment?
You’ll get an email notifying you of the dispute. You’ll be asked to either concede or challenge the dispute. You may be asked for additional documentation if you challenge the dispute. Disputes take around 30-45 days for resolution.

👋 Here’s a tip: One of the most common reasons for a dispute is if your client doesn’t recognize the charge on their bank statement. When you get started with Dubsado Payments, make sure to make your business name recognizable!
How is fraud detected?
To detect potential fraud, Chase - our trusted partner - uses machine learning models that are designed to identify and prevent suspicious payments before they occur. If a payment is flagged as potentially fraudulent, it may enter a risk review to assess the situation further.

With Dubsado Payments, we take fraud prevention seriously so you can focus on growing your business with confidence. Choose us for a payment processing solution that prioritizes security and peace of mind.
Will I get the processing fees back if I give a refund?
Yes! You'll get 100% of the processing fees back when you fully refund a transaction. You won't get processing fees back if you partially refund a transaction.
Connect to Dubsado Payments

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.