Share important documents, files, and links seamlessly. Clients can upload their docs to the portal, ensuring everything is organized and easily accessible.
Bonsai has been a great tool for our agency. We wanted to find an all in one solution that was seamless for clients to use and the team has been a great resource when we have questions.
With Bonsai, you can share your portal with clients with secure, unique link.
Why should I use a Client Portal?
Bonsai's Client Portal helps you centralize key communications with your clients. Your portal hots important documents like invoices, contracts and file uploads, so they're easier for your clients to access.
Can I use my brand?
Yes! Bonsai's Client Portal is white-labelled so you can use your logo, header image and color to make it as customized as you'd like.
Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.
*Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution.Bonsai is not a law firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.
**Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan, see details here: https://www.hellobonsai.com/pricing
