If you are on Bonsai's "Limited" plan, then you have access to the following features:

  • Viewing and managing limited Projects and sending files/messages

  • Viewing existing documents (Proposals, Contracts, Invoices)

  • Viewing the Services Library, Forms and Scheduling features

  • Tracking Time on your existing Projects

  • Managing Client records and new leads

  • Managing your Profile and Contact Form

  • Managing Tasks

To unlock more features and fully manage your business and self-employed taxes using Bonsai, consider upgrading your subscription.

Did this answer your question?