Select any two tools to compare scores, pricing, features, and our verdict side by side. All data is based on our 90-day structured tests.
Currently comparing: Client Portal Pro vs. Onboard.io — last updated May 2026.
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Editor's pick
9.1
Client Portal Pro
Best for agencies 5–20 people
Read full review →
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8.7
Onboard.io
Best for freelancers & solo ops
Read full review →
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| Pricing | ||
| Starting price | $49per month | $19per month |
| Free plan | ✕ | ✓ |
| Free trial | 14 days | 14 days |
| Annual discount | 20% | 15% |
| Our scores (out of 10) | ||
| Overall score | ||
| Setup time | ||
| UX quality | ||
| Automation depth | ||
| Integrations | ||
| Pricing fairness | ||
| Support quality | ||
| Features | ||
| Client portal | ✓ | ✓ |
| Intake forms | ✓ | ✓ |
| E-signatures | ✓ | Limited |
| Automated sequences | ✓ | Paid only |
| White labelling | ✓ | ✕ |
| Team accounts | ✓ | From $39/mo |
| Zapier integration | ✓ | ✓ |
| Custom domain | ✓ | ✕ |
| Our verdict | ||
| Best for | Agencies 5–20 people | Solo & small teams |
| Weakest point | Price for small teams | Limited automation |
| We recommend if | You manage 10+ active clients and need white labelling and automation. | You are a solo operator or just starting out and want a free plan to test with. |