Clients asking “Where’s that file?” at 11 PM. Email threads with 47 replies. Payment reminders sent three times. If you’re managing clients through email and Dropbox, there’s a better way.
Regular admin work like project status, delivering projects, asking for feedback, invoices, etc can be done autopilot using a client portal software. One place to manage them all.
All you need is a simple and stable client portal; not an unstable one with 40 features. This guide covers what actually matters for web developers, not enterprise feature lists.
Quick List of Top Client Portal Software for Web Developers
Here’s the rewritten quick list with that format:
Quick List: Best Client Portal Software for Web Developers
- Agency Handy – Clients upload and access to files, check project status, communicate, give visual feedback, pay invoices instantly.
- Bonsai – Clients sign contracts digitally, approve deliverables, pay with saved methods.
- Dubsado – Clients complete intake forms, book meetings, submit requests automatically.
- Basecamp – Clients access files anytime, comment on tasks, see project schedules.
- SPP – Clients purchase services directly, submit support tickets, manage subscriptions.
- SuiteDash – Clients view proposals, access resources, pay and track invoices.
- Moxie – Clients approve work quickly, message directly, handle payments seamlessly.
- Assembly – Clients sign contracts instantly, manage billing, collaborate on tasks.
Comparison Table of Client Portals for Web Developers
Here is the comparison table of 8 client portals –
| Tool | Leads | Intake Forms | Project Management | Invoice & Payments | Starting Price |
| Agency Handy | ✅ | Yes, custom embeddable | Kanban, real-time tracking | Yes, automated recurring | $19/month |
| Bonsai | ❌ | Basic forms available | Task lists, time tracking | Yes, payment plans | $25/month |
| Dubsado | ✅ | Lead capture forms | Basic project tracking | Yes, payment plans | $20/month |
| Basecamp | ❌ | Not available | To-do lists, boards | Not available | $15/user/month |
| SPP | ❌ | Client onboarding forms | Task management included | Yes, Stripe recurring | $129/month |
| SuiteDash | ✅ | Custom forms available | Task boards, Kanban | Yes, Stripe/PayPal | $19/month |
| Moxie | ❌ | Custom forms available | Kanban, task lists | Yes, recurring invoices | $12/month |
| Assembly | ❌ | Custom forms available | Tasks, project tracking | Yes, subscription billing | Custom pricing |
Top 8 Client Portals Software Reviews for Web Developers
The following tools come with a wide variety of features. You might not need all the features that a platform offers. Therefore, keep your priorities straight about what matters the most for your web development workflow, and pick one from the list.
1. Agency Handy
Best Client Portal Software for Web Developers and Agencies
We’ve been in this space long enough to know what web developers actually need. Not the fancy features that look good on a landing page. But the stuff that keeps clients happy and projects moving without you losing your mind over scattered tools and endless email threads.
That’s why we built Agency Handy.
Service Catalog
Before you even get a client, they need to know what you offer and how much it costs. Agency Handy lets you set up service packages—”Website Redesign: Basic, Pro, Premium”—with different pricing tiers, deliverables, and timelines.
You can embed these on your website or share a link, and clients can browse and purchase directly.
Proposals
When a lead comes in, you need to send a proposal fast. Agency Handy has proposal templates where you add your packages, terms, and pricing. Clients review it in their portal, e-sign if they accept, and you’re off to the races.
Client Intake Forms
Before a project kicks off, Agency Handy lets clients fill out a form with everything you need: website copy, images, logo files, hosting credentials, whatever.
You can make fields required, so they literally can’t skip past it. The form submits, all that information goes straight into their client profile, and you start building with everything you need.
Project Management Built for How Devs Work
Each project breaks down into tasks on a Kanban board. You create tasks for different phases—pending, in progress, in review, completed. Assign them to yourself or team members, set due dates, and clients see progress in real-time.
Here’s the part that saves hours: clients can communicate directly on tasks. You see it, you fix it, you mark it done. Everything related to that task stays with that task.
And when clients need to give feedback on designs?
They can annotate directly on files with shapes, arrows, highlights, and colors. No more “move the button a little to the right” emails where you’re guessing which button and how far right. They draw an arrow, you see exactly what they mean.
Time Tracking
If you bill hourly for your web development projects or just want to know where your time goes, the time tracker is built into each task. Click start when you begin working, click stop when you’re done. Or add time manually if you forget to track.
This matters because you’ll know which projects are profitable and which ones are eating all your time. That $2,000 website that took 40 hours? You’re making $50/hour. The $5,000 site that took 25 hours? That’s $200/hour. Now you know what to charge and which types of projects to take on.
Client Collaboration
Your clients aren’t developers. They don’t know how GitHub issues work, and they shouldn’t have to learn. Agency Handy gives them a simple portal where everything makes sense.
They log in, see their projects, click into tasks to see what’s happening, upload files when you need something from them, and leave comments when they have questions. The interface is clean enough that you won’t spend 20 minutes explaining how to use it.
When they need to approve a milestone or deliverable, they do it right in the portal. You get notified, and the project moves forward.
Invoicing
Once work is done, you generate an invoice. Agency Handy pulls in the project details, calculates the amount, and sends it to the client through the portal. They can pay immediately with a credit card or bank transfer—no separate payment links, no logging into PayPal.
If they don’t pay right away, automated reminders go out. You set the schedule—three days before due, on the due date, three days after. The system handles it, so you’re not manually sending “Just checking on that invoice” emails.
For retainer clients, set up recurring invoices that generate and send automatically each month. One less thing on your plate.
Lead Management Before They’re Clients
Before someone becomes a client, they’re a lead. Maybe they filled out a contact form on your site, or you met them at a networking event. Agency Handy’s CRM tracks all of them.
You see who’s new, who you’ve already contacted, who’s qualified for your services, and who you’re actively working on proposals for. When a lead becomes a client, you convert them with one click, and all their information carries over. No re-entering data.
Other worth mentioning features from Agency Handy are as follows –
- Lead management
- CRM
- Proposals
- Automated client onboarding
- Invoice and subscription
- Custom forms
- Time tracking
- White-label client portal
- Custom email and domain
- Webhook
- Slack integration
What Users Say About Agency Handy
G2: 4.9 out of 5
“I really like how Agency Handy keeps everything in one place—it makes managing tasks and tracking team hours super easy. The proposal tool is awesome too. It lays out all the package options in a way that makes sense to clients, and then it automatically creates tasks for my team based on what they select. It honestly saved me so much time.” – Sheena S.
Capaterra: 4.5 out of 5
“Agency Handy is an all-in-one solution that has streamlined our operations, improved client satisfaction, and boosted team productivity. It’s an indispensable tool for any digital agency looking to scale their business efficiently.” – Priyanka P.
Agency Handy Pricing
Freelancer
- Monthly: $19/mo
- Yearly: $13/mo
Team Starter
- Monthly: $99/mo
- Yearly: $66/mo
Business Pro
- Monthly: $199/mo
- Yearly: $133/mo
2. Hello Bonsai
Bonsai has made a name for itself among freelancers and solo developers who need a reliable system to manage the entire client relationship. While it’s known for proposals and invoicing, the client portal is where the client communication happens.
Client Portal Experience
The customer portal software gives clients a dedicated space to review proposals, sign contracts electronically, check project status, and pay invoices—all without email threads.
When you complete a milestone, clients log in, review deliverables, and approve directly through the portal. This keeps things moving without the “Did you see my email?” back-and-forth.
Compared to Dubsado ($20/month), Bonsai offers stronger financial tracking and expense management, while Dubsado provides better workflow automation for client onboarding.
Below are the key Hello Bonsai features for web devs –
- Client Access to Projects and Documents
Clients see all their projects, contracts, proposals, and invoices in one dashboard. Everything is organized by project, so they’re not digging through emails.
- E-Signature and Contract Management
Built-in e-signature means clients can sign contracts directly in the portal. You can track who signed what and when, with legally binding signatures.
- Invoice Payments Through Portal
Clients pay invoices directly through the portal using Stripe or other payment processors. Supports payment plans and recurring billing for retainer clients.
- Task and Deliverable Tracking
Create tasks tied to projects, and clients can see progress in their portal. When tasks are marked complete, clients get notified and can approve deliverables.
- Time Tracking with Invoicing
Track hours on tasks and automatically populate invoices with billable time. Set different hourly rates per project or client without manual calculations.
- Expense Management
Log expenses, attach receipts, and categorize them for tax season. Bonsai auto-categorizes subscriptions as deductible expenses.
Pros
- Clean client-facing document interface
- E-signatures built in
- Strong financial tracking
- Automated proposal-to-project workflow
Cons
- Expensive per user cost for a team
Bonsai Pricing
Basic
- Monthly: $15/user/month
- Yearly: $9/user/month
Essentials
- Monthly: $25/user/month
- Yearly: $19/user/month
Premium
- Monthly: $39/user/month
- Yearly: $29/user/month
Elite
- Monthly: $59/user/month
- Yearly: $49/user/month
3. Dubsado
Dubsado is a popular choice among creative professionals and service providers who want to automate their client journey from inquiry to final payment. It’s designed around workflows and automation, which makes it powerful for web developers who deal with repetitive onboarding tasks.
Dubsado Client Portal Experience
Dubsado’s client portal centralizes everything your clients need to interact with you. Clients log in to view and sign proposals, access contracts, submit questionnaires, pay invoices, and track project progress.
What sets Dubsado apart is the automation tied to the portal. You can set up workflows that automatically send clients to the portal after they fill out a lead form. Also guide them through onboarding steps, and trigger follow-ups if they haven’t completed something.
The portal handles file sharing and messaging, so clients can upload assets or ask questions without switching to email.
Compared to Bonsai ($25/user/month), Dubsado is more affordable and includes stronger workflow automation from the Starter plan. Dubsado’s automation capabilities make it better for scaling your client onboarding process.
Dubsado key features includes –
- Automated Workflows for Client Onboarding
Set up triggers that automatically send contracts, questionnaires, and invoices when clients take specific actions.
- Customizable Client Portal with Branding
Your clients see your logo, colors, and custom domain when they log into the portal. It’s fully branded as your business, not Dubsado’s.
- Proposals with Multiple Package Options
Create proposals where clients can choose between different service packages or add-ons. They select what they want, sign, and pay—all in one flow.
- Scheduler for Booking Meetings
Clients can book discovery calls, project kickoffs, or review meetings directly through the portal. It syncs with your calendar so you’re not double-booked.
- Lead Capture Forms
Build custom intake forms that automatically create leads in your CRM when submitted. You can qualify leads and move them through your pipeline without manual data entry.
- Contract and E-Signature Management
Send contracts through the portal with e-signature capability built in. Track which clients have signed, send reminders for unsigned contracts, and store everything in one place.
Pros
- Powerful workflow automation saves time
- Unlimited projects and clients on all plans
- Customizable branding on client portal
- Affordable for small teams
Cons
- Steeper learning curve for automation setup
- No visual markup or feedback tools
- Additional team members cost extra
Dubsado Pricing
Starter
- Monthly: $20/month
- Yearly: $200/year
Premier
- Monthly: $40/month
- Yearly: $400/year
4. Basecamp
Basecamp is one of the oldest names in project management, and honestly, it’s not really a client portal solution in the traditional sense. But here’s the thing—a lot of web developers still use it because it’s dead simple, and sometimes simple is exactly what you need.
Basecamp Client Portal Experience
Basecamp doesn’t call itself a customer portal software, but you can invite clients to specific projects and it kind of works like one. Clients get access to message boards, to-do lists, files, and schedules for their project.
They can see what’s happening, drop comments on tasks, upload assets, and stay in the loop without you sending status updates every other day.
But here’s what’s missing: no invoicing, no proposals, no contracts, no payments. Nothing. You’ll need separate tools for all the money stuff, which means you’re back to managing multiple logins and stitching things together.
I’ve seen dev shops use Basecamp purely for project communication while handling billing through QuickBooks or FreshBooks. It works, but it’s not efficient.
Basecamp comes with following key features –
Message Boards for Client Communication
Create discussion threads where your team and clients can talk about different aspects of the project. Keeps everything organized by topic instead of buried in email.
- To-Do Lists with Client Assignments
Break projects into task lists and assign them to team members or clients. When clients need to provide content or approve something, you assign it to them, and they can check it off when done.
- File Storage and Document Sharing
Upload mockups, designs, and assets that clients can access anytime. It’s basic file storage, nothing fancy, but it beats emailing attachments back and forth.
- Schedule and Milestone Tracking
Put important dates on a shared calendar so clients know when things are due. Reduces the “when will this be done?” questions because they can just check the schedule.
Pros
- Super simple, no learning curve
- Flat pricing for unlimited users
- Good for basic collaboration
- Clients don’t get overwhelmed
Cons
- Zero billing or payment features
- Basic project management only
Basecamp Pricing
- Basecamp (Plus): $15/user/month
- Pro Unlimited: $299/month (unlimited users, billed annually)
5. Service Provider Pro
Service Provider Pro positions itself as the complete client portal for digital agencies, and honestly, it delivers on a lot of what agencies actually need.
SPP Client Portal Experience
SPP’s client portal is where it really shines for web developers. Your clients get a fully branded space with your logo, colors, and custom domain. When they log in, they’re onboarding through your intake forms, viewing their project updates, checking service offerings, submitting support tickets, and paying invoices—all under your brand.
But to get the white-label feature, you have to pay at least $299/month, which is way too expensive than what its competitors Agency Handy offers at only $99/month.
Compared to Agency Handy ($99/month for 10 users with full white-label), SPP costs $299/month for up to 10 users on the Pro plan.
Let’s take a look at the topmost features from SPP:
- Service Catalog with Self-Checkout
List your services with pricing tiers, descriptions, and add-ons. Clients browse your offerings and purchase directly through the portal.
- Project and Task Management
Create projects, break them into tasks, assign team members, and let clients track progress. It’s not as visual as some tools, but it gets the job done.
- Invoicing with Stripe Integration
Generate invoices, send payment reminders, and process payments through Stripe. Supports one-time payments and recurring subscriptions.
Pros
- Strong white-labeling on Pro plan
- Built-in helpdesk included
- Good for productized services
- Reseller program for partners
Cons
- Expensive compared to alternatives
- $1,500 to remove branding on Basic
- Limited visual feedback tools
- Additional users cost $20/month each
SPP Pricing
Basic
- Monthly: $129/month
- Yearly: $99/month
Pro
- Monthly: $299/month
- Yearly: $249/month
Plus
- $1,500/month
6. SuiteDash
SuiteDash is an all-in-one business platform that tries to do everything—CRM, project management, invoicing, email marketing, and yes, a client portal.
SuiteDash Client Portal Experience
SuiteDash gives clients a branded portal where they can access projects, files, invoices, and communicate with your team. The white-labeling is pretty extensive. You can customize the entire look and feel, set up custom domains, and even create a branded mobile app for clients.
They log in, see their stuff, and interact with you without email ping-pong. The portal works, but the interface feels a bit dated compared to newer tools on the market.
SuiteDash locks key features like automation and LMS behind the Pinnacle plan ($99/month), while Dubsado includes workflow automation in its Premier plan ($40/month).
SuiteDash key features are as follows –
- White-Label Client Portal with Custom Branding
Customize the portal with your logo, colors, and domain so clients feel like they’re working directly with your agency. You can even create a branded mobile app they can download.
- CRM and Lead Management
Track leads, manage contacts, and move prospects through your sales pipeline. Built-in deal stages help you visualize where each potential client stands in your process.
- Project Management with Task Boards
Create projects, assign tasks to team members, set deadlines, and track progress. Clients can see project updates and task statuses from their portal view.
- Invoicing and Payment Processing
Generate invoices, set up payment plans, and process payments through Stripe. Supports recurring billing for retainer clients who pay monthly.
- File Sharing and Document Storage
Upload files, share them with clients through the portal, and organize everything by project. Storage ranges from 100GB on Start to 5TB on Pinnacle.
Pros
- Affordable starting price at $19/month
- Extensive white-labeling options
- Built-in email marketing tools
- Lifetime plan available for one-time payment
Cons
- Interface feels outdated
- Key features locked behind higher tiers
- Learning curve for setup
- Limited integrations with external tools
SuiteDash Pricing
Start
- Monthly: $19/month
- Yearly: $180/year
Thrive
- Monthly: $49/month
- Yearly: $480/year
Pinnacle
- Monthly: $99/month
- Yearly: $960/year
7. Moxie
Moxie is built specifically for freelancers and solopreneurs who want to manage their entire business without dealing with clunky enterprise software. It’s designed to be simple and intuitive, which is refreshing when most tools feel like they need a manual to figure out.
Moxie Client Portal Experience
Moxie’s client portal is fully white-labeled and customizable with your branding—logo, colors, and custom URL. Clients log in to view proposals, sign contracts, pay invoices, track project progress, and submit support requests.
Compared to Bonsai ($25/user/month) and Dubsado ($20/month), Moxie sits right in the middle at $25/month for the Pro plan with up to 5 team members.
Moxie includes white-labeling at this tier, while Bonsai locks it behind higher plans. If you’re a solo dev or small team, Moxie gives you more branding control without paying for premium tiers.
Following are key Moxie features you will get –
- White-Labeled Client Portal
Clients see your branding everywhere—custom domain, logo, and colors. The portal feels like an extension of your agency rather than logging into someone else’s platform.
- Proposals with E-Signatures
Create proposals with different package options, send them to clients, and get e-signatures without leaving the platform. Track when clients view and sign proposals.
- Invoicing and Payment Processing
Generate invoices, accept payments through Stripe or PayPal, and set up payment plans for clients who need to pay in installments. Supports recurring invoices for retainer work.
- Project and Task Management
Organize projects with task lists, assign work to team members, set deadlines, and track progress. Clients can view project status and approve deliverables from their portal.
Pros
- Clean, modern interface
- White-labeling on Pro plan
- Good for freelancers and small teams
- Workflow automation included
Cons
- Fewer integrations than competitors
- API access only on Pro and above
Moxie Pricing
Starter
- $12/month billed monthly
- $10/month billed yearly
Pro
- $25/month billed monthly
- $20/month billed yearly
Teams
- $40/month billed monthly
- $32/month billed yearly
8. Assembly
Assembly rebranded from Copilot in late 2025, and if you’ve heard of it, you know it’s built specifically for professional service firms—accounting, consulting, marketing, law, and yes, web development shops.
Assembly Client Portal Experience
Assembly’s client portal solution is where it really delivers. It’s fully branded with your logo, colors, and custom domain, so clients feel like they’re interacting with your business, not some third-party platform.
They log in to message you, pay invoices, sign contracts, upload files, complete tasks, and track project progress—all in one clean interface.
Everything is organized in a way that makes sense, which reduces the “where do I find that file?” messages. For web developers, this means less time explaining how to use the portal and more time actually building.
Clients can add payment methods, view active subscriptions, and pay invoices without leaving. It’s smooth and feels more like a SaaS checkout experience than traditional invoicing, which clients appreciate.
Assembly focuses on larger professional service firms with more complex needs, while Moxie targets freelancers and solopreneurs. Both offer white-labeled portals, but Assembly includes stronger AI-powered automation and deeper integrations.
Assembly comes with following key features –
- Unified Messaging and Communication
All client communication happens in one thread inside the portal. Everything related to a client is in one place.
- Contracts with E-Signatures
Send contracts, get e-signatures, and track when clients sign. Everything is legally binding and stored in the portal for easy reference later.
- Tasks and Project Tracking
Create tasks for clients to complete, assign internal tasks to your team, and track everything in one place. Clients see what’s pending on their end without you chasing them down.
- File Sharing and Document Management
Upload files, organize them by client or project, and let clients access everything they need. No more emailing attachments back and forth.
Pros
- Modern, polished client portal
- Strong for professional service firms
- AI-powered automation features
- Good integrations (QuickBooks, Zapier)
Cons
- Less suited for solo freelancers
Assembly Pricing
Starter
- Monthly: $59/month
- Yearly: $39/month
Professional
- Monthly: $189/month
- Yearly: $149/month
Advanced
- Monthly: $499/month
- Yearly: $399/month
Enterprise
- Customized proposal
Must-Have Client Portal Features for Web Developers
Before you finalize your purchase, let’s talk about what actually matters. Not every feature vendors list on their pricing page. The stuff that makes your day easier and keeps clients from bombarding you with questions.
Secure Client Login with Separate Spaces
Each client gets their own login to see only their projects, files, and invoices. No client sees another client’s work. It’s basic, but you’d be surprised how many “portals” are just shared folders with password protection.
File Sharing and Document Storage
Clients need to upload assets, download deliverables, and access files without emailing you. Should support common formats such as images, PDFs, design files, documents.
Bonus if it handles version control so you’re not dealing with “final_v2_ACTUAL_final.psd” situations.
Project Status and Task Tracking
Clients want to know what’s happening without asking. A simple view showing what’s in progress, what’s completed, and what’s coming next eliminates 90% of status update emails.
Kanban boards work great for this—visual, easy to understand, no learning curve.
Invoice and Payment Processing
Generate invoices, send them through the portal, and let clients pay immediately with a credit card or bank transfer. The faster clients can pay, the faster you get paid. Recurring billing is useful if you do maintenance retainers.
Communication That’s Not Email
A messaging system inside the portal keeps all project communication in one thread. When you need to reference what the client said three weeks ago, it’s right there. You don’t have to check 200 other emails.
Feedback and Approval System
Clients need to approve mockups, designs, and completed work. The best portals let clients leave feedback directly on files—annotations, comments, markup tools. Way better than “make the logo bigger” emails with zero context about which logo or how much bigger.
White-Label Branding
Your logo, your colors, your domain. Clients should feel like they’re logging into your system, not some third-party tool. It’s the difference between looking like a solo freelancer and a professional agency.
Contracts and E-Signatures
Send proposals and contracts, get them signed electronically, and store everything in the portal. No more printing, scanning, or using DocuSign as a separate subscription.
Intake Forms
Before starting a project, you need information from clients—content, images, brand guidelines, login credentials. Forms collect this upfront so you’re not chasing people down after they’ve already paid.
All these features are useful if you’re running a 20-person agency. But if you’re a solo dev or small team just trying to stop the client email chaos, it’s overkill.
The key is finding a portal that nails the basics without forcing you to pay for enterprise features you’ll never touch. Some tools do this well. Others… not so much.
Conclusion
As a web developer, you should spend more time focusing on your projects rather than managing clients. That’s what a client portal software for web developers is really built for. Whether you work solo or have a team, Agency Handy Freelancer plan $19/month and Team plan at $99/month up to 10 users should be more than enough.
Frequently Asked Questions
1. Why do web developers need client portal software?
A client portal software for web devs reduces back-and-forth, centralizes feedback, and keeps scope, payments, and files organized so devs can focus on shipping code, not chasing approvals.
2. How does a client portal improve client communication?
It gives clients a single login to view timelines, tasks, files, and comments, so they always know what’s happening without asking, “Any update?”
3. Can a client portal replace email for web projects?
A client portal won’t remove email entirely, but it pulls all key assets, decisions, and conversations into one hub so email becomes optional, not your project backbone.
4. How does a client portal help manage revisions and feedback?
Clients can comment directly on designs, links, or screenshots, track changes, and see version history, which cuts miscommunication and endless revision loops.
5. Is client portal software secure enough for client data?
Well renowned client portals like Agency Handy, SuiteDash, Bonsai, etc. use encryption, access control, and role-based permissions so only authorized people see specific projects and files.
6. How does a client portal support payments and invoices for web devs?
Many portals let you send quotes, invoices, and subscriptions, and collect payments online, linking billing directly to specific projects or milestones.
