For most basic client actions, having a Bonsai account is not at all a requirement.

These include actions like:

  • Accepting a proposal
  • Counter-signing a contract
  • Paying an invoice (with the exception of ACH payments and setting up an automated, recurring charge)
  • Viewing my project, paid timesheets and reporting


As a client, you really only need to create a Bonsai account if you are using Bonsai as a means to manage subcontracting.  Actions such as...

  • Creating projects to invite subcontractors to
  • Viewing your total spend across projects
  • Sending secure files and messages on projects
  • Adding/managing subcontractors with custom onboarding flows
  • Sending a custom contract to a subcontractor
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