Tool profile
Dubsado: cost, fit and limits
Dubsado is a client management platform that combines a client portal, forms, proposals, invoicing, scheduling and workflows for solo service providers and small studios. The pages checked do not name the company behind it. It is aimed at solo providers.
What to know first
Dubsado publishes two yearly plans: Starter at $335 a year and Premier at $525 a year. Both include client portals, unlimited projects and clients, invoicing with payment plans and a mobile app. Premier adds scheduling, automated workflows, public proposals and Zapier. Extra users and brands are paid add-ons. No AI feature is named, although the privacy policy states a no-training rule.
Dubsado at a glance
| Maker | Not stated by the vendor, United States |
|---|---|
| Free plan | Free trial only |
| Entry price | $335 per year (Starter) |
| API access | No |
| Category | Best AI Client Portal Software in 2026, rank 7 of 11 |
| Website | dubsado.com |
Who Dubsado is best for
Photographers and coaches
Unlimited clients and projects on the cheapest plan suit a solo provider whose client count rises and falls through the year.
Studios with several brands
Additional brands cost $10 a month each, so a creator running two brands can keep separate portals under one login.
Providers who want a long trial
The 21-day full-access trial on Premier needs no card, so a full onboarding cycle can be tested. That is time to run a full booking cycle.
Dubsado plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Starter | $335 per year | Client portals, unlimited projects and clients, invoicing and payment plans, templates, mobile app, one lead capture form and three extra users. |
| Premier | $525 per year | Starter plus unlimited lead forms, bookkeeping integration, scheduling, automated workflows, public proposals and Zapier. It is the plan to pick if you automate onboarding. |
| Users add-on | $25 per month for 4 to 10 users | Tiers rise to $45 per month for 11 to 20 users and $60 for 21 to 30; beyond that, contact sales. |
Checked November 2026.
What Dubsado does
- Client portal
- Both plans include a portal, so a client can view projects, sign forms and pay invoices without a second tool. The portal is included from the cheapest plan, so no upgrade is needed to give clients a login.
- Invoicing and payment plans
- Invoices and payment plans are in Starter, which lets a provider split a large booking into scheduled installments. Clients can pay a deposit now and the balance later, with schedules set once and reused across projects.
- Automated workflows
- Premier adds workflows, so sending a form, a reminder and an invoice can run from a single trigger once a client signs. It removes much of the manual chasing a solo provider does after a booking and keeps follow-up steps consistent.
- Scheduling and lead forms
- Premier includes a scheduler and unlimited lead capture forms, while Starter has one active lead form. The limit matters for providers with several enquiry channels that need separate forms for each service.
- Extra brands
- Additional brands cost $10 a month each, which fits a creator who runs separate businesses. Each brand keeps its own look, which saves a creator from building a second account.
How Dubsado handles your data
The privacy policy says Dubsado does not use your inputs to train AI models, and that its AI providers are contractually required to do the same. Data is kept while the account is active or as necessary to provide the service, and is deleted on request except where law requires retention. The hosting region is not stated. Dubsado self-certifies to the EU-U.S. Data Privacy Framework with the UK Extension and the Swiss-U.S. Framework, and it names a GDPR Article 27 representative.
Where Dubsado falls short in practice
- Two plans only. Starter and Premier are the only plans, so there is no mid-tier and a team beyond three users must buy add-ons. Growing beyond that means paying per user tier, or a conversation with sales past 30 seats.
- No AI named. The pricing and home pages name no AI feature, only automated workflows, so buyers who want drafting must look elsewhere. Buyers who want an assistant to draft or summarize inside the portal should check other tools in this list first.
- Storage and region unstated. Neither plan states storage, and the privacy policy gives no hosting region, which makes capacity and residency hard to check. A buyer must ask Dubsado directly, since file-heavy work could hit an unpublished ceiling.
Works with
Alternatives to Dubsado
Dubsado: common questions
Does Dubsado use my data to train AI?
The privacy policy says Dubsado does not use your inputs to train AI models and that its AI providers must do the same by contract. It is one of the few vendors in this list with a plain statement, though it names no AI feature on its pricing page.
How much does Dubsado cost for a team?
Starter is $335 a year and includes three additional users free. More users are an add-on: $25 a month for 4 to 10 users, $45 for 11 to 20, and $60 for 21 to 30. Beyond 30 users you contact sales.
What does Premier add over Starter?
Premier adds unlimited lead capture forms, a bookkeeping integration, scheduling, automated workflows, public proposals and Zapier. Starter limits you to one active lead form. If you automate onboarding or take bookings, Premier is the working plan. Choose by whether you need scheduling.
Is there a free trial for Dubsado?
The pricing page describes a 21-day full-access trial on Premier with no card required. Plans are priced yearly, and the page says choosing annual billing saves two months compared with paying monthly, so read the current terms at checkout. Choose a plan during the trial.
Where does Dubsado host client data?
The privacy policy does not state a hosting region. It says Dubsado self-certifies to the EU-U.S. Data Privacy Framework and names an EU and UK representative. A buyer with strict residency requirements should ask in writing where portals, files and backups are stored.