# Bonsai pricing (2026): plans, cost, and compliance

**Entry price:** $15/mo (Basic). Among the 8 client portal crm we track it is #4 cheapest of 8; median entry $17/mo.
**Domain:** hellobonsai.com
**Free tier:** No · 7-day free trial
**Compliance:** HIPAA Not published · SOC 2 Yes · GDPR Yes
**Integrations:** QuickBooks, Xero, Zapier, Calendly, Google Calendar, Stripe, PayPal
**Best for:** freelancers; small agencies; design firms; consultants; teams scaling from solo
**Price tracked since:** June 2026

## Plans

| Plan | Monthly | Annual | Billing | Notes | Source |
| --- | --- | --- | --- | --- | --- |
| Basic | $15 | −40% | per_seat | Per user/month. Time tracking, task management, unlimited projects, CRM, service library, iOS & Android apps, unlimited clients. Annual: $9/user/mo. | hellobonsai.com |
| Essentials | $25 | −24% | per_seat | Per user/month. Everything in Basic plus invoices and payments, proposals and contracts, all templates, forms and questionnaires, scheduling, client portal, expense and income tracking. Annual: $19/user/mo. | hellobonsai.com |
| Premium | $39 | −26% | per_seat | Per user/month. Most popular. Everything in Essentials plus project insights, workload management, Gantt view, deals pipeline, custom fields, client tasks and messaging, profit reports, remove Bonsai branding, QuickBooks/Zapier/Calendly/Google integrations. Annual: $29/user/mo. | hellobonsai.com |
| Elite | $59 | −17% | per_seat | Per user/month. Minimum 3 users. Everything in Premium plus custom permissions, timesheet locking, add markup to expenses, Xero integration, custom data import. Annual: $49/user/mo. | hellobonsai.com |

**Key features:** End-to-end proposal-to-payment per seat; Gantt view and workload management on Premium+; SOC 2 Type II certified (achieved July 2025); Deals pipeline and client messaging built in.

**Plan limits:** Elite plan requires minimum 3 users; Reduced per-seat rate for teams with 30+ users.

## Cheaper client portal crm alternatives

- [17hats](https://frontdeskreview.com/software/client-portal-crm/17hats/) — from $0/mo
- [Indy](https://frontdeskreview.com/software/client-portal-crm/indy/) — from $0/mo
- [Moxie](https://frontdeskreview.com/software/client-portal-crm/moxie/) — from $12/mo

Sources: 1 · Last verified 2026-06-18
Provenance: Per-seat prices confirmed from hellobonsai.com/pricing 2026-06-18 (Basic $15/$9, Essentials $25/$19, Premium $39/$29, Elite $59/$49, Elite min 3 users). SOC 2 Type II confirmed live on hellobonsai.com/blog/bonsai-soc-2 (achieved 2025-07-03). GDPR via search; HIPAA not documented.
Canonical: https://frontdeskreview.com/software/client-portal-crm/bonsai/
Cite: Per The Front Desk Review, Bonsai's entry plan was $15/mo as of 2026-06-18 — https://frontdeskreview.com/software/client-portal-crm/bonsai/
License: CC BY 4.0. Price history: https://frontdeskreview.com/data/price-history.jsonl