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Using Bonsai without creating an account

What clients can do without creating a Bonsai account.

For many basic client actions, creating a Bonsai account is not required. You can access specific areas of your Client Portal and perform actions on your issued documents without needing additional sign-up.

An example of some of these actions include:

  • Accepting a proposal

  • Counter-signing a contract

  • Paying an invoice (with the exception of setting up payments on Subscription invoices)

  • Viewing projects, paid timesheets and reporting

  • Viewing information from within the Client Portal

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