Dubsado Alternatives

HoneyBook is the tool most Dubsado users compare first, and for good reason: it covers the same chain of work, from the inquiry form to the signed contract, the invoice and the payment, inside one client file. Every plan includes unlimited clients and projects, proposals and contracts, invoices and payments, and a client portal. Starter costs $36 a month on monthly billing, Essentials $59 and Premium $129, and yearly billing takes up to 35% off those prices. Essentials is the plan that adds the scheduler, automations and the QuickBooks Online integration, and it allows up to 2 team members; Premium removes the team limit and lets you run several companies from one account. Every plan starts with a free trial, and the pricing page adds a 60-day money-back guarantee after you pay.

How it reads against Dubsado: the closest match to Dubsado Premier ($55 a month) is Essentials at $59, so the switch is about setup time, not savings. HoneyBook builds smart files that mix a proposal, a contract and an invoice in one link, which is quicker to set up than Dubsado's separate forms but less customizable. Card fees start at 2.9% plus 25 cents in the plan table, so a photographer who bills $60,000 a year through it pays at least $1,740 in card fees before any subscription. Tip: HoneyBook's free migration service turns your existing contracts, questionnaires, pricing and service lists into HoneyBook templates once you subscribe; your client list you import yourself from a spreadsheet, and automations, integrations, workflows and client portals are rebuilt in the new tool, so send your files as soon as you sign up and budget time for the rebuild. Our guide to switching away from HoneyBook shows the other side, if you want to know what leaving it later involves.

Bonsai, now a Zoom company, started as a contract and invoice tool for freelancers and grew into a client and project suite. Its pricing is per user. Basic costs $15 per user per month on monthly billing or $9 on yearly billing, and covers time tracking, tasks, unlimited projects, a CRM and unlimited clients. Essentials, at $25 monthly or $19 yearly, is the plan that matches Dubsado: it adds invoices and payments, proposals and contracts, forms and questionnaires, scheduling and the client portal. Premium ($39 monthly, $29 yearly) adds a deals pipeline, Gantt view, profit reports, the QuickBooks, Xero, Zapier and Calendly integrations, and removes Bonsai branding. Elite ($59 monthly, $49 yearly) needs 3 users at least. The trial gives full access for 7 days.

How it reads against Dubsado: Bonsai Essentials on yearly billing costs $19 a month for one person, against $27.92 a month for Dubsado Starter paid yearly ($335 a year), and it already includes scheduling, which Dubsado keeps for Premier. The catch is the per-user price. A three-person studio on Essentials pays $57 a month on yearly billing, while Dubsado gives three extra users for free on top of the account owner. Tip: Basic has no invoices or contracts, so a freelancer who only wants to bill should start at Essentials, not at the $9 headline price. If you connect Bonsai to other apps, our Bonsai Zapier integration guide lists the triggers you can use.

Moxie, sold under the WithMoxie name, is a freelancer suite built around a universal calendar and inbox, client management, invoicing and payments, a sales pipeline and basic accounting. Starter costs $12 a month on monthly billing or $10 a month on yearly billing ($120 charged once a year). Pro costs $25 monthly or $20 yearly ($240 a year) and adds what Dubsado users look for: workflow automations, a white-labeled client portal, a custom domain, the QuickBooks integration, unlimited project collaborators and API access through Zapier, Make, webhooks and a public API. Teams costs $40 monthly or $32 yearly ($385 a year) for up to five team members. The free trial runs 14 days, and Moxie says it does not lock anyone into a yearly contract.

How it reads against Dubsado: Moxie Pro at $25 a month buys workflow automations for less than half of Dubsado Premier's $55 monthly. For a five-person team, Moxie Teams at $385 a year costs less than Dubsado Premier alone at $525 a year. What you give up is Dubsado's depth of form design and its long history: Moxie's templates are simpler, and its accounting stays basic. Tip: if you live in the US, Canada or the UK, Pro includes a communicator phone line, which replaces a separate business number for client calls and texts. Our Moxie Make integration guide shows how to push its events to other tools.

Plutio puts proposals, contracts, invoices, forms, projects, tasks, time tracking and a client portal in one workspace, with an automation engine counted in workflow actions. Core costs $19 a month, Pro $49 and Max $199 on monthly billing, and yearly billing gives two months free (Core at $190 a year). The limits are what decide the plan. Core covers 9 active clients, only you as a user, 500 workflow actions and 500 AI credits a month. Pro raises that to unlimited clients, 30 contributors, 5,500 workflow actions and 2,500 AI credits. White-label is a $9 a month add-on on Core and Pro and included on Max. Every plan starts with a 7-day free trial without a credit card.

How it reads against Dubsado: Dubsado is built around the client file and its forms, Plutio around the project, with tasks, time tracking and a portal where clients see tasks and files. For a project-led agency, Plutio Pro at $49 a month adds team project management with 30 contributors. The trap is Core's 9 active clients: a freelancer with 10 open clients in a busy month is pushed to Pro, which costs $30 more a month. Tip: archive finished clients the day you close their last invoice, since the limit counts clients invited and not archived, not all clients ever created. And test with a sample: the 7-day trial itself caps you at 3 active clients, 3 contributors and 200 workflow actions. The Plutio Make integration guide covers the automations that go beyond its built-in workflows.

Assembly is a client portal first: your clients get a branded space where they message you and pay invoices, and you add what else they need through apps, from a library of more than 30 pre-made apps or built with its AI app builder. Its free forever plan covers 5 active contacts and 1 internal user, with the client experience, messaging and team inbox, and billing and payments included. Starter costs $49 a month on monthly billing or $29 a month billed yearly, for 50 active contacts and 1 internal user. Professional, at $99 a month billed yearly, raises the cap to 500 contacts with 3 internal users, removes the Assembly badge, adds a custom domain and the automation builder; Advanced, at $499 a month billed yearly, goes to unlimited contacts with 5 users. Apps extend the portal: the free plan includes 3, paid plans 5, and extra apps cost $5 a month each. The app builder spends build credits: 75 a month on the free plan, 200 on paid plans, and $0.60 per extra credit. Payment processing fees apply on top when you collect money.

How it reads against Dubsado: Dubsado's client portal is a place to find forms and invoices; Assembly's is where the relationship lives day to day, with chat and file requests. That suits recurring clients, such as bookkeeping or retainers, more than one-off weddings. The unit to watch is the active contact, a client user who can log in: a firm with 60 client contacts outgrows Starter's 50. Tip: count every person at each client company who needs a login, not only the companies, before you pick a plan. And if you leave Dubsado for its workflows, note that the automation builder starts at Professional, not Starter. For other portal options, see our client portal software ranking.

17hats is an all-in-one tool for solo businesses: contacts, quotes, contracts, invoices, questionnaires, bookkeeping, workflows and online scheduling. It sells one paid price with three ways to pay: $60 a month, $600 a year (saving $120) or $800 for two years (saving $400). The trial lasts 7 days and can be restarted when it ends; once you pay, cancelling gives no refund for the current term. Extra users and extra brands are sold on top of the plan, and Bank connect, which brings your expenses in automatically, costs $5 a month. Time tracking is included in the current plan; it was a $5 add-on only on the older Essentials and Standard plans.

How it reads against Dubsado: 17hats sells one plan with every feature, so there is no Starter-versus-Premier decision and no workflow kept for the upper plan. On yearly billing, $600 is more than Dubsado Premier's $525, so the case for 17hats is its bookkeeping and the bundle, not price. Tip: the trial lasts only 7 days, but you can restart it when it ends, so build one complete client workflow in the first week and use the second run to test the rest. Check the price of extra users before you invite your team, since they are billed on top of the $60. 17hats also connects to other apps through our 17hats Zapier integration guide.