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The Best Client Portal Software for Freelancers in 2026: 10 Tools Audited, No Vendor Spin

The Best Client Portal Software for Freelancers in 2026: 10 Tools Audited, No Vendor Spin

Search "best client portal software for freelancers" and here is what you get: a stack of listicles written by portal vendors, each of which ranks its own product first. One of the top pages quotes a Capterra review of a completely different company that happens to share a name with the tool it is reviewing. Another recommends "Copilot", a product that has not been called Copilot since September 2025. A third publishes no prices at all.

We went through the five pages that rank, then fetched the current pricing page and payment-fee documentation for every tool they recommend, all on July 5, 2026. This article is the result: 10 portals compared on the six things that actually matter when you are a business of one, with every number traced to the vendor's own page.

One disclosure before anything else: this is the Raoura blog, and Raoura is one of the 10 tools below. We are a vendor too. We have tried to earn your trust the only way a vendor can, by publishing the full table with sources, including the rows where competitors beat us. Read our entry with the same skepticism you would apply to anyone grading their own homework.

Why you cannot trust the current search results for this query#

Four of the five pages ranking for "best client portal software for freelancers" in July 2026 are written by portal vendors, and every one of those four puts its own product at #1.

We read them so you do not have to:

  • Taskip's top-10 list ranks Taskip first and gives itself a 5.0 out of 5 in its own comparison table. Its pricing claims include a "$99 starting price" for SuiteDash (SuiteDash starts at $19) and a $15 Bonsai entry point for a portal that Bonsai does not include until its $25 tier.
  • Agency Handy's top-6 list ranks Agency Handy first, and its "What Users Say About Moxie" section quotes a review of an unrelated healthcare product that is also named Moxie.
  • Bonsai's top-5 list ranks Bonsai first and contains no prices anywhere on the page. It also treats "WordPress" as if it ships a native client portal.
  • Agiled's top-12 list ranks Agiled first. To its credit, it is the most substantive page on the SERP, with real criteria and April 2026 prices. It still shows no evidence of having used any competitor product.
  • The one independent page, a web designer's hands-on review of 22 portals, is real testing with real screenshots, but it is scoped to Squarespace web designers who already run Dubsado, and its winner is chosen partly on lifetime-deal pricing.

And one more thing none of the five mentions: the tool three of them recommend as "Copilot" renamed itself Assembly on September 29, 2025. Its old domain now redirects. When the pages ranking for a query cannot keep the names of their own recommendations current, you are right to want the receipts. Every price below links to the page it came from, checked this run.

What a client portal needs to do for a business of one#

A solo freelancer should evaluate a client portal on six things: whether the advertised price actually includes the portal, client caps, white labeling, client login friction, payment fees, and what happens to the portal when you cancel.

  1. The tier gate. Vendors advertise their cheapest plan, but the portal often is not in it. Moxie's $12 Starter has no portal (it arrives at Pro, $25). Bonsai's $15 Basic has no portal (Essentials, $25). 17hats historically gated the portal behind its top tier. The only price that matters is the cheapest plan that includes the portal.
  2. Client caps. Plutio's Core plan allows 9 active clients per month. Assembly's Starter allows 50. Ahsuite's free plan allows 10 portals. Caps are fine if you know about them; they are expensive if you discover them mid-year.
  3. White label. The whole point of a portal is looking bigger than one person. If the client sees "Powered by [vendor]" on the login screen, that undercuts it. White label is included at the entry price on some tools and a $100+ per month upgrade on others.
  4. Login friction. Every portal fails if the client will not log in. Magic links (click the email, you are in) beat passwords. Assembly, Ahsuite, and Raoura document passwordless or magic-link login; for most others, the vendor does not say, which tells you something too.
  5. Payment fees. Some portals quietly take a cut of your invoices on top of what the card processor charges. Assembly adds a 0.5% to 1.5% platform fee depending on plan and billing type. Bonsai adds 1% if you dare to use your own Stripe account. We wrote a whole piece on why your client tool should never touch your money.
  6. The exit. Your portal holds contracts, invoices, and client files. If you cancel, what do your clients lose access to, and what can you export? Almost no vendor documents this prominently, and no ranking listicle covers it at all. Ask before you commit; the Fiverr Workspace shutdown showed what happens when you do not.

The table nobody publishes#

Across the 10 tools below, the cheapest plan that actually includes a client portal ranges from $0 to $60 per month, and only 4 of the 10 include white labeling at that price.

Prices verified against each vendor's pricing page on July 5, 2026. Annual-billing prices shown in parentheses where the vendor publishes one. Pricing changes; check the linked pages before you commit.

ToolCheapest plan with the portalClient cap on that planWhite label at that priceFee added on top of the card processor
AhsuiteFree (Starter)10 portalsNo (Agency, $29/mo, $24 annual)Not documented
Raoura$17/mo flat, the only planUnlimitedYes, includedNone, payments run through your own Stripe
SuiteDash$19/mo START ($15/mo annual)UnlimitedYes, includedNone
Plutio$19/mo Core (about $15 annual)9 active clientsNo, paid add-onNone
Moxie$25/mo Pro ($20 annual)UnlimitedYes, includedNone on cards; $1 per ACH payment
Bonsai$25/mo Essentials ($19 annual), per userUnlimitedNo (Premium, $39/mo)1% if you use your own Stripe or PayPal; 2.5% FX on international
HoneyBook$29/mo Starter, billed yearlyUnlimitedNo (Essentials, $49/mo yearly)HoneyBook is the processor: 2.7% + $0.10 cards, 1.5% ACH, no opting out
Dubsado$35/mo Starter ($335/yr)UnlimitedNot offeredNone
Assembly (formerly Copilot)$39/mo Starter50 clientsPartial; full de-branding on Advanced ($399/mo)0.5% to 1.5% platform fee by billing type and plan
17hats$60/mo, or $600/yr, single all-inclusive planUnlimitedIncluded in the single planNone on the current plan (standard Stripe or Square rates)

Three things jump out of that table. First, the advertised entry prices you see in ads ($9, $12, $15) mostly do not buy you a portal. Second, per-user pricing (Bonsai) is a quiet tax on a business that might add a VA someday. Third, the two tools that rank highest in vendor listicles for "portal" as a category, Assembly and SuiteDash, sit at opposite ends: Assembly is the most expensive path to full white label on this list, SuiteDash the cheapest.

What a portal really costs on a $60,000 year#

On $60,000 per year collected through 12 card-paid invoices, the total cost of subscription plus payment fees ranges from $1,923.60 to $2,511.60, a $588 spread between the cheapest and most expensive stacks on this list.

Nobody on the current SERP does this math, so here it is. The scenario: a solo freelancer bills $60,000 across 12 invoices of $5,000, all paid by card, on the cheapest portal-including tier with annual billing where published. Standard Stripe pricing is 2.9% + $0.30 per charge; HoneyBook processes its own payments at 2.7% + $0.10.

Tool and planSubscription per yearCard processing on $60,000Vendor platform feeTotal per year
SuiteDash START (annual)$180.00$1,743.60$0$1,923.60
Plutio Core (annual)$180.00$1,743.60$0$1,923.60
Raoura$204.00$1,743.60$0$1,947.60
HoneyBook Starter (yearly billing)$348.00$1,621.20built into its rate$1,969.20
Bonsai Essentials (annual, via Bonsai Payments)$228.00$1,743.60$0 (add $600 if you use your own Stripe)$1,971.60
Moxie Pro (annual)$240.00$1,743.60$0$1,983.60
Dubsado Starter (annual)$335.00$1,743.60$0$2,078.60
17hats (yearly)$600.00$1,743.60$0$2,343.60
Assembly Starter$468.00$1,743.60$300.00 (0.5% invoice fee)$2,511.60

Honest notes on this table, because a vendor publishing math should show its work. HoneyBook's mandatory processing is actually the cheapest card rate here, which partially offsets its higher subscription; if you bill mostly by card and never want your own Stripe account, that is a real point in its favor. Bonsai looks fine as long as you accept Bonsai Payments; route payments through your own Stripe and its 1% platform fee adds $600 on this scenario, moving it from fifth to last. Ahsuite is excluded because it does not publish payment-fee documentation for its billing feature. And Plutio's $1,923.60 comes with the 9-active-client cap, which this 12-invoice scenario fits, but a busier year might not.

Switch the same scenario to ACH and the picture changes again: Stripe ACH is 1% capped around $5 to $6 per transaction on several of these tools, HoneyBook charges an uncapped 1.5%, and Moxie adds $1 per ACH payment. If your invoices are large, ACH caps matter more than card rates.

The 10 portals, one by one#

Ahsuite: best free starting point#

Ahsuite's free Starter plan includes up to 10 client portals, and its paid plans run $6.50 to $24 per month billed annually.

Ahsuite is a dedicated portal tool, not a business suite: portals, embeds, tasks, files, and messages. The free plan's 10 portals are genuinely free, not a trial in disguise. Clients sign in with a magic link or a password, which is exactly the low-friction pattern you want. Unlimited portals start at $8/mo ($6.50 annual), and full white label with your own domain (portal.yourdomain.com, no Ahsuite branding anywhere) requires the Agency plan at $29/mo ($24 annual).

Watch out for: it is a portal, period. Proposals, contracts, and invoicing live elsewhere, so your real stack cost is Ahsuite plus whatever sends your paperwork. Its client-billing feature exists on Professional and up, but we could not find published fee documentation, so we could not include it in the cost table.

SuiteDash: cheapest full white label, steepest learning curve#

SuiteDash includes "extreme white labeling" and unlimited portals on its $19/mo START plan ($180 per year billed annually), the cheapest full de-branding on this list.

SuiteDash is flat-priced, explicitly not per user, takes no cut of your payments, and includes a custom login URL and even a branded mobile app at the entry tier. On paper it wins the table. In practice, SuiteDash is an everything-platform (CRM, LMS, HR, marketing) with a configuration surface to match, and its own marketing leans on "once you set it up." Budget real setup time, the same trap Dubsado users know well.

Watch out for: complexity is the price. If you want to send your first branded invoice this afternoon, this is not the tool that gets you there.

Raoura: flat $17 for the whole client workflow (our product)#

Raoura costs $17 per month on one flat plan that includes the white-label client portal, proposals, contracts, invoicing, and projects, with payments through your own Stripe account and no fee markup.

The portal your client sees: your name on it, not ours, with the proposal, contract, invoice, and files in one place.
The portal your client sees: your name on it, not ours, with the proposal, contract, invoice, and files in one place.

Disclosure: Raoura is our product, so weigh this entry accordingly. The design brief was exactly the gaps in the table above: one plan so there is no tier gate to check, white label included because looking professional is the entire point of a portal, magic-link client login so clients never manage a password, and money that flows through your own Stripe account, so we take no platform fee and never hold your funds. In the $60,000 scenario it is the cheapest tool on this list that includes proposals, contracts, and invoicing alongside the portal at its listed price.

Login friction at zero: your client types their email, taps once, and they are in, with no password to forget.
Login friction at zero: your client types their email, taps once, and they are in, with no password to forget.

Watch out for: Raoura is deliberately solo-only. If you are becoming an agency with team seats, roles, and resource planning, it is the wrong tool, and the suites below will fit better. We compare feature-by-feature against the incumbents in Raoura vs HoneyBook, Raoura vs Moxie, Raoura vs Bonsai, and Raoura vs Dubsado.

Moxie: the strongest freelancer suite, once you buy Pro#

Moxie's client portal, white label included, arrives on the Pro plan at $25 per month ($20 billed annually); the $12 Starter plan has no portal.

Moxie is built for freelancers specifically, and it shows: the Pro plan's portal is fully white-label with a custom domain, and Moxie adds no fees on card payments (ACH carries a $1 per-payment charge for bank verification). Its Trustpilot profile, 500+ reviews rating at the top of this category, is the best third-party evidence any tool on this list has. The main thing to know is that the advertised $12 price and the portal price are different plans.

Watch out for: Moxie went through a leadership change (the founder moved to the board, a new CEO took over), and its content and release velocity have visibly slowed. Nothing alarming today, but worth watching. Our full comparison: Raoura vs Moxie.

Plutio: cheap and flat, until client number 10#

Plutio's Core plan at $19 per month (about $15 billed annually) includes the portal but caps you at 9 active clients per month.

Plutio is flat-priced with no per-user fees and takes no cut of invoice payments. The 9-active-client cap on Core is the entire decision: "active" means any client with activity in the current billing month, and archived clients do not count. A freelancer with 4 to 6 concurrent clients can live on Core for years. Outgrow it and the next stop is Pro at $49/mo (about $39 annual), where white label is still a paid add-on.

Watch out for: the cap, and the fact that the jump from Core to Pro more than doubles the price.

Bonsai: fine portal, per-user pricing, and a fee for using your own Stripe#

Bonsai's client portal starts on the $25 per month Essentials plan ($19 billed annually), priced per user, and Bonsai adds a 1% platform fee if you process payments through your own Stripe or PayPal instead of Bonsai Payments.

Bonsai is a capable suite, but three structural things matter for a solo. It is priced per user, so any future helper doubles the bill. Branding removal waits at Premium ($39/mo, $29 annual). And the payment-fee page in its help center documents the 1% own-processor fee plus a 2.5% currency conversion fee on international payments. Since Zoom acquired Bonsai in late 2025, the product has also been drifting toward agencies, which we covered in Bonsai alternatives.

Watch out for: the acquisition. "Standalone for now, absorbed over time" is written in Zoom's own announcement.

HoneyBook's Starter plan at $29 per month billed yearly includes the client portal with unlimited clients, but HoneyBook is your payment processor, full stop, at 2.7% + $0.10 for cards and 1.5% for ACH.

HoneyBook has the most polished client experience of the big suites and, credit where due, the cheapest card rate in our cost table. The tradeoffs: you cannot bring your own Stripe account, "Powered by HoneyBook" removal starts at Essentials ($49/mo yearly), monthly billing is meaningfully more expensive, and the company raised prices sharply in February 2025, which we track in our HoneyBook price increase guide. Rival 17hats currently runs a switcher promotion it literally calls the "Sweet Escape Sale" on its own pricing page, which tells you how the market read that hike.

Watch out for: the lock-in trifecta: their processor, their branding until you upgrade, and a pricing history that has moved once already. Full comparison: Raoura vs HoneyBook.

Dubsado: portal on both plans, automation depth, setup tax#

Dubsado includes client portals with unlimited clients on both plans, Starter at $35 per month ($335 per year) and Premier at $55 ($525), and adds no payment fees.

Dubsado deserves credit for two things vendors rarely do: the portal is on the cheapest plan, and its help center states plainly that it adds no payment fees. Three users are included free, which is generous. The catch is the famous one: Dubsado's power requires configuration measured in days or weeks, an economy of paid setup specialists exists for a reason, and there is no white label option at any price. We covered the escape routes in Dubsado alternatives and the move itself in migrating from Dubsado.

Watch out for: no branding removal, and the setup curve.

Assembly (formerly Copilot): the premium pure portal, with platform fees#

Assembly's Starter plan costs $39 per month, caps you at 50 clients, and charges a platform fee of 0.5% on invoices (up to 1.5% for store checkout) on top of standard processing; full removal of Assembly branding requires the $399 per month Advanced plan.

Assembly is what happened to Copilot after its September 2025 rebrand. It is the most product-polished dedicated portal here: passwordless client login with magic links and Google SSO, clients can even reply by email without logging in, and the module system (files, messaging, billing, helpdesk) is genuinely elegant. It is also priced for productized services and agencies, not solos: $39 gets you in with a "Powered by Assembly" badge, custom domain arrives at Professional ($149/mo), full de-branding at Advanced ($399/mo), and its own fee documentation confirms the platform fee that made it the most expensive stack in our cost table.

Watch out for: paying agency prices for a solo workload, and fees on your own revenue.

17hats: everything included, at the highest sticker price here#

17hats now sells one all-inclusive plan at $60 per month, $600 per year, or $800 for two years, and the client portal that used to be gated behind its top tier is included.

17hats quietly collapsed its three tiers into a single plan; its own help pages now describe the old Essentials and Premier tiers as "previously available." That fixes the worst thing about old 17hats (the portal lived only in the top tier) and removes the vendor payment markups its cheap legacy plans carried. What remains is the price: $600 per year is 2.9 times Raoura's $204 and more than triple SuiteDash's $180. There is a real free CRM plan, but at four invoices per quarter it is a sampler, not a business tool. More in 17hats alternatives.

Watch out for: paying an all-inclusive price for modules a solo may never open.

When you do not need a client portal yet#

If you run fewer than about 3 concurrent clients on projects shorter than a month, a portal is probably premature; email plus a payment link loses to a portal only when volume creates chaos.

A portal earns its subscription in three situations: multiple concurrent clients (the "which thread was that in" problem), multi-round deliverables (versions and approvals scattered across email), and retainers (recurring invoices and standing files). If none of those describe you, the honest advice, from a portal vendor, is to wait. Send a clean invoice that gets paid on time, use a shared folder, and revisit when you catch yourself forwarding the same attachment to the same client for the third time.

If you already pay for Dubsado, HoneyBook, or Bonsai#

Do not buy a standalone portal on top of a suite you already pay for: every suite in this article ships a portal, so the real decision is whether your suite's portal is good enough or whether to switch suites entirely.

The independent review that ranks for this query recommends bolting a dedicated portal onto an existing Dubsado stack, and for its author's workflow that made sense. For most solos it means paying twice for overlapping invoicing, file sharing, and messaging. Run the math the other way: your suite's portal is already paid for; a standalone portal is $8 to $39 per month on top; a suite switch might cost nothing extra and remove the overlap. If the portal is why you are shopping, compare the portal columns in our table first, then the migration guides if switching wins.

Lock-in: ask the exit question before you enter#

Your portal will eventually hold every contract, invoice, and file your business produces, and none of the five pages ranking for this query says a word about what happens to that when you cancel.

The recent history here is not hypothetical. Fiverr Workspace users got a roughly one-month export window before their data became permanently inaccessible on March 1, 2026, a story we documented in the Fiverr Workspace shutdown guide. Bonsai now belongs to Zoom, which plans to absorb it "over time." Before you commit to any tool on this list, including ours, get answers in writing: What export formats exist for invoices, contracts, and files? Do clients lose portal access the day you cancel? Is there a read-only grace period? A vendor that answers those quickly is telling you something good; a vendor that cannot is telling you something better.

Frequently asked questions

Do clients need to create an account to use a client portal?

It depends on the tool, and it is the first thing to test. Assembly and Ahsuite document passwordless or magic-link login, and Raoura uses magic links, so clients click a link in their email and are in. Several suites do not document their client login flow publicly at all. If the vendor will not show you the client-side flow before you buy, ask for it.

What is the cheapest client portal with full white labeling?

On July 2026 pricing, SuiteDash START at $180 per year billed annually is the cheapest full white label, followed by Raoura at $204 per year flat, Moxie Pro at $240 per year billed annually, and Ahsuite Agency at $288 per year billed annually. On Assembly, full de-branding costs $399 per month.

Is free client portal software usable long-term?

Ahsuite's free plan is genuinely usable if 10 portals cover your roster and you handle paperwork elsewhere. Most other "free" options are trials or samplers: 17hats' free CRM allows four invoices per quarter, and the big suites offer time-limited trials, not free plans.

Can I keep my existing Stripe account?

With Raoura, SuiteDash, Dubsado, Plutio, and Moxie, yes, at no extra platform fee. Bonsai allows it but adds a 1% platform fee. HoneyBook does not allow it; HoneyBook is the processor.

What happens when I hit a client cap?

You upgrade, and the jumps are steep: Plutio Core to Pro goes from about $15 to about $39 per month billed annually, and Assembly Starter to Professional goes from $39 to $149. If your client count fluctuates, note that Plutio counts only clients active in the current billing month, and archiving is free.

Do I need a separate portal if I already use HoneyBook or Dubsado?

No. Both include a client portal on their cheapest plan. The question worth asking is whether the portal you already pay for looks the way you want (Dubsado has no white label at any price, HoneyBook removes its branding starting at $49 per month billed yearly) and whether that is worth a switch rather than a second subscription.

What happened to Copilot client portal?

Copilot renamed itself Assembly on September 29, 2025, citing name confusion with AI copilots; copilot.app now redirects to assembly.com. Same product, new name, and most listicles recommending "Copilot" have not caught up.

How do I get a client to actually use the portal?

Lower the friction to zero: pick a tool with magic links so there is no password, send every deliverable and invoice through the portal so it is the only place things exist, and keep replying to email while linking back to the portal thread. If a client still refuses, let them; the portal's records still protect you even when the client lives in their inbox.

The short version#

For most solo freelancers in 2026, the shortlist is: Ahsuite free if you only need a portal, SuiteDash at $19 if you want maximum white label per dollar and will invest setup time, Moxie Pro at $25 or Raoura at $17 if you want the portal and the paperwork in one tool. HoneyBook and Dubsado are fine suites whose portals you already own if you are a customer. Assembly is excellent and priced for agencies. Bonsai and 17hats are paying more for the same job unless their specific extras earn it.

Whatever you pick: verify the tier that actually includes the portal, ask the exit question, and never let the tool stand between your money and your bank account. Disclosure, one more time: Raoura is our product, it costs $17 per month flat, and everything else in this article stands whether or not you ever try it.

Pricing and facts verified July 2026 against the linked vendor pricing pages, help-center fee documentation, and announcement posts. If you spot something out of date, tell us and we will fix it.

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