The client management & workflow for service businesses alternative: with your whole back office in one place
Dubsado runs a solo service business's client lifecycle: forms, contracts, invoicing and deep workflow automation. WorkBOS covers that client-facing flow and adds what Dubsado leaves out: real projects and portfolios, HR and payroll runs, a genuine ledger, white-label resale, and approve-first AI agents.
The short version
Dubsado is a favourite of solo creatives and coaches for a reason: its "Flows" chain forms, contracts, invoices and scheduling with genuinely deep conditional logic, and you can run multiple of your own brands from one login. What it is not is a back office. No portfolio PMO, no HR or payroll, only lightweight income/expense tracking rather than a real ledger, and no agency reseller layer. WorkBOS handles the same client-facing workflow and then keeps going: real projects and portfolios, HR and payroll runs, a double-entry general ledger, a resellable branded portal, and approve-first AI agents with audit and rollback. Choose Dubsado for solo client-workflow automation; choose WorkBOS to run and resell the whole operation.
Side by side
Swipe the table sideways to see the Dubsado column.
| Capability | WorkBOS One workspace | Dubsado client management & workflow for service businesses |
|---|---|---|
| Recoverable delete: full object restored from Trash deleting a project is permanent; archive is the only reversible option | - | |
| Client forms, contracts & invoicing invoicing and forms are full products; proposals and contracts are tracked records with e-signature on the document you attach | Partial | Stronger here |
| Workflow automation (client lifecycle) Dubsado's "Flows" are a genuine strength | ||
| Branded client portal Dubsado brands its portal but keeps its own branding on contracts/scheduler | ||
| Projects & PMO (task to portfolio) Dubsado has task boards, but no portfolio roll-ups or Gantt | Partial | |
| White-label & resell (multi-tenant) Dubsado "multiple brands" runs your own businesses, not client resale - ours is on the White-label partner plan (quoted, not self-serve), with custom domains set up by our team | Partial | - |
| HR & payroll payroll runs and payslips post real journal entries; you enter deductions - we do not calculate statutory tax or file returns | Partial | - |
| Real double-entry accounting Dubsado bookkeeping is light income/expense tracking, not a ledger | - | |
| Approve-first AI agents (back office) ships AI agents too; ours are scoped to back-office transactions - ledger, payroll, invoices - under approval with one-click rollback | Partial | |
| Free training academy & certification the Certified Specialist exam has no fee, but it requires 18 months on a paid Starter or Premier plan plus 10 completed services or referrals | Partial | Partial |
Where each one wins
Pricing at a glance
Free forever for up to 5 seats (includes a metered taste of AI agents), Pro at $12/user/mo, Enterprise at $999/mo flat, and a White-label plan at $2,499/mo for unlimited resold sub-accounts. No card required to start.
Dubsado publishes two tiers (roughly $35/mo Starter and $55/mo Premier), with extra users and extra brands billed separately. Pricing as of 2026; check dubsado.com/pricing for current plans.
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Projects, CRM, HR & payroll and real accounting, with approve-first AI agents doing the busywork. Start free, no card required.
Comparison reflects each product’s primary positioning and publicly documented capabilities as of June 2026; capabilities and plans change. Dubsado is a trademark of its respective owner; this page is independent and implies no affiliation or endorsement.
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