Best client portal software for freelancers: one clients actually use.

The best client portal software for freelancers answers what clients ask every week: where is my project, what do I owe, did you see my comment. Workspace369 includes a client portal on every plan from $29/month (Cadet), and portal visitors do not use a team seat.

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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

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Every planclient portal included from Cadet
0 seatsused by portal visitors
Pay onlineinvoices viewed and paid in the portal
Workspace369 project board showing client work organized into stages with owners and status

Each client gets a private, branded portal where they verify their email, follow their projects and task boards, comment, and view and pay invoices, with the permissions you set for each person. Workspace369 is also a native app for iPhone and iPad, with iPad in every orientation.

Key facts

Client portal at Workspace369 covers 10 areas, including private, branded portal per client, email verification for visitors, projects and task boards.

The workflow runs in 4 steps, from "invite the client" to "get paid from the portal".

Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.

Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.

Client portal software for freelancers compared

The best client portal for a freelancer depends on whether the portal is the product or a view of your work. Workspace369 fits freelancers whose portal should show projects and invoices already tracked, from $29 a month on Cadet (1 seat, unlimited projects). SuiteDash suits a white-label portal for many clients, from $19 a month. Clinked fits secure file exchange under your own URL from its Standard plan. Assembly has a free plan with 5 active contacts.

ToolEntry pricePortal on entry planMain entry-plan limitBrandingTrial
Workspace369$29 a month ($23.25 yearly)Yes1 seat, unlimited projectsBranded portal14 days, card required
SuiteDash$19 a month ($180 a year)Yes100 GB storageExtreme White Labeling14 days, no card
Clinked$11 per user a monthYes2 GB storage, no custom URLCustom URL from StandardNot stated
AssemblyFree; Starter $29 yearlyYes5 active contacts on FreeCustom domain from ProfessionalFree plan; card not stated
HoneyBook$29 a month, billed yearlyYes2 live lead formsNot stated30 days, no card
Moxie$12 a month ($10 yearly)No (Pro, $25)No portal on StarterWhite-labeled on Pro14 days, no card
Dubsado$335 a yearYes1 lead formNot stated21 days, no card

Prices and limits from each vendor's official pricing page, checked October 22, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.

What a missing client portal costs you

Status emails eat your week

Without a place to check progress, every client update is an email you write by hand.

Feedback is scattered

Comments arrive by email, text and chat, and some never make it onto the task they refer to.

Invoices get lost in the inbox

An invoice buried in a long email thread gets paid late, or not until you chase it.

See the workspace your clients feel.

01

Client work, organized as projects

Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.

Workspace369 project board showing client work organized into stages with owners and status
02

Proposals to paid invoices

Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.

Workspace369 invoice editor showing line items, payment terms, and client details
03

Every channel in one inbox

Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.

Workspace369 shared inbox showing email, SMS, and call history beside a client record
04

A portal clients actually check

Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.

Workspace369 client record showing history, files, communication, and invoices in one profile

How the client portal works in Workspace369

01

Invite the client

Give each client a private, branded portal. Visitors verify their email before they see anything, and they do not use a team seat.

02

Share the work

Clients follow their projects and task boards, so they can see progress without asking.

03

Collect comments in one place

Clients comment in the portal, next to the work, instead of across email and text.

04

Get paid from the portal

Clients view and pay their invoices online, and you set what each person can see.

Client portal coverage

  • Invite yourself as a test client and check what the portal shows before you invite a real one.
  • Confirm visitors do not count as paid seats, so adding clients never raises your bill.
  • Cadet is one seat with unlimited projects; Voyager adds a second seat for a team member.
Private, branded portal per client
Email verification for visitors
Projects and task boards
Client comments
Invoices to view and pay
Per-person permissions
No seat used by portal visitors
Public invoice and proposal links
File share links
Branding and themes

Pick the plan your work needs today.

Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.
Take calls and texts, share an inbox

Voyager

$74 / month

2 seats included

Everything in Cadet, plus

  • SMS messaging
  • Voice & voicemail
  • Shared inbox
  • Missed-call text back
  • No-answer forwarding
Start Voyager trial

14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

Bookings, expenses and payment plans

Specialist

$149 / month

10 seats included

Everything in Voyager, plus

  • Online booking
  • Expense tracking
  • Payment plans
  • Inventory tracking
Start Specialist trial

14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

USD monthly billing. Compare all plans.

Free account setup & migration help

Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.

Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.

Offer ends .

Start free trial

14 days free · card required · then $29/mo · cancel anytime

After signup, claim free setup in your workspace.

What reviewers say about Workspace369.

★ 5.0 from 12 ratings on the App Store (as of 2026-10-26)

★★★★★
SMB Modernization

Great tool for modernizing small businesses. Ability to leverage AI without technical background.

Foreman345 · · App Store review
★★★★★
True all-in-one system

It beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions

samimonroe · · App Store review
★★★★★
Best app for my construction business

Great app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design

SebastianBroco · · App Store review

Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.

See Workspace369 on your own client work.

Start your trial and send your first proposal or invoice from your own workspace. Compare plans any time; upgrade only when your work needs more.
Start free trial

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

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How to choose a client portal as a freelancer

What is the best client portal software for freelancers?

The best client portal software for freelancers is Workspace369 if the portal should show projects and invoices you already track, and SuiteDash or Clinked if you want a white-label portal first. Assembly has a free plan with 5 active contacts if you want a trial run.

What is a client portal for freelancers?

A client portal is a private place where each client can check their project, leave comments and pay invoices without emailing you. In Workspace369 every client gets a private, branded portal with the permissions you set.

Which plan includes the client portal?

Every plan, starting at Cadet ($29 a month, or $23.25 a month billed yearly). Portal visitors do not use a team seat.

Is a public invoice link the same as the portal?

No. A public invoice link lets a client view and pay one invoice without an account. The portal is a private space where verified visitors see that client's projects, task boards and invoices.

How do clients log in?

Portal visitors verify their email address, then see only what you allow for that client.

Can clients comment on the work?

Yes. Clients can comment in the portal and follow their projects and task boards.

See where Workspace369 fits into your client-work flow.

Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.