A modest yearly price with no limit on clients
Dubsado’s Starter plan is three hundred and thirty-five dollars a year in USD, with unlimited clients and projects, and a twenty-one day trial of Premier that needs no card.1
Advisor, head to head
Briefi vs Dubsado
Dubsado’s page for licensed and specialised services quotes coaches, doulas, bookkeepers and accountants, and legal professionals who use it. It covers the path from lead form to proposal, contract, invoice and payment, with workflows that run on their own from its Premier plan. Briefi covers a different stretch: the meeting before the paperwork, the recap after it, and the engagement letter with its fee inside. It does not take payments from your clients today, and it has no built-in link to accounting software. If you want onboarding and billing automated at a low price, Dubsado is the stronger fit. If the client meetings are where your practice is won or lost, start with Briefi.
ReviewedLast reviewed 16 October 2026. Dubsado facts checked 16 October 2026
Choose Dubsado if
Choose Briefi if
- You want a brief before each client meeting and a recap with owned actions afterwards
- You want the fee schedule held inside the signed engagement letter, with amendments recorded
- You want requests for records that your team accepts or waives, on the same client record
At a glance
Briefi Advisor and Dubsado, side by side
What each does today. Dubsado’s side comes only from the pages linked beside each line. Silence on a page is not scored as a missing feature.
| Briefi AdvisorPlans from A$89 a month | Dubsado | |
|---|---|---|
| Paperwork and payment | ||
| Contracts signed online | Briefi AdvisorYesYour own wording, co-signers on their own links, and a certificate page on the signed PDF | DubsadoYesIts contracts page lists electronic signatures, time-stamped signing records, IP address tracking and countersigning2 |
| Invoices and payments from clients | Briefi AdvisorNot todayPaying a bill through Briefi is not possible yet | DubsadoYesBuilt on Stripe, with cards, ACH in the US and Canada, payment plans and stored cards for recurring payments41 |
| Accounting software connected | Briefi AdvisorNo built-in connectionNo Xero, QuickBooks or MYOB connector is built in | DubsadoOn PremierIts integrations page lists QuickBooks Online and Xero, and its plan table puts the bookkeeping integration on Premier51 |
| Working with the client | ||
| A portal for each client | Briefi AdvisorOn the Advisor plansSwitched on for a workspace when you choose, with the goals and actions you decide to share | DubsadoOn both plansIts portal page lists forms and documents, appointments, payment history and an optional password31 |
| Automated step-by-step workflows | Briefi AdvisorJourneys and reviewsJourney templates can be copied and edited for your workspace, and review schedules run on a rhythm for each client | DubsadoOn PremierIts plan table lists automated workflows on Premier and not on Starter1 |
| Email sent from your own address | Briefi AdvisorYesFollow-ups go from your own mailbox, whether Gmail, Microsoft 365 or SMTP | DubsadoYesIt connects Gmail, Microsoft 365 or other SMTP, with a custom domain and open tracking5 |
| Meetings | ||
| Meeting capture, recap and follow-up | Briefi AdvisorYesCaptured on Zoom, Teams or Google Meet, or face to face, with decisions and owned actions written up | DubsadoNot stated on the pages we readIts integrations page lists Zoom, Google Meet and Microsoft Teams for generating meeting links, and none of the pages describes recording or summarising a meeting5 |
Yes, todayPartly, or on another planNoNot stated
Dubsado runs the onboarding and the billing. Briefi runs the meetings and the record of what was agreed. Anything Dubsado’s pages do not state is left out of the table rather than guessed.
One client, start to finish
One client, start to finish
A bookkeeping practice brings on a new client. This follows what each product does from the first lead to the next year’s engagement. Dubsado’s cells report what its pricing, contracts, payments, integrations and licensed services pages say, as read on 16 October 2026.
- 1
Capture the lead
DubsadoLead capture forms are listed with one active form on Starter and unlimited forms on Premier.1
BriefiThe first call is on your calendar, and a brief is ready before it starts from whatever the client’s record holds.
- 2
Hold the discovery call
DubsadoScheduling is listed on Premier, and meeting links can be generated for Zoom, Google Meet or Microsoft Teams. Recording or summarising the call is not described.15
BriefiThe call is captured or recorded face to face, and the recap lists decisions and the actions each side owes, with a follow-up draft ready to send from your own mailbox.
- 3
Send the proposal and the contract
DubsadoPublic proposals are listed on Premier. Contracts can use smart fields and variable pricing tables, with signing records and countersigning.12
BriefiThe engagement letter goes out in your wording, the fee schedule is inside the signed document, and each signatory signs on their own link.
- 4
Invoice and collect
DubsadoInvoices can run on payment plans with reminders, and cards or ACH are taken through Stripe, with optional card surcharging.41
BriefiNot today. Briefi does not take payments from your clients, so the invoice comes from the billing tool you already use.
- 5
Gather the year’s records
DubsadoThe client portal gives access to forms and documents, and workflows on Premier can send the next form or reminder automatically.31
BriefiA request for records goes out and your team accepts or waives each file, so you can see at once what is still outstanding for this client.
- 6
Re-engage next year
DubsadoRecurring payments and reminders carry on, and a new contract can be built from a saved template with dynamic date fields.62
BriefiThe review meeting is briefed from the year’s recaps, the entity register shows what each company, trust or fund still owes, and a fresh letter goes out to sign.
Where Dubsado wins
When Dubsado is the better choice
If one of these decides it, Dubsado is probably the better pick today.
Invoices, payment plans and card storage
It describes automated payment plans and reminders, stored cards for recurring payments and instant payouts, built on Stripe. Clients cannot pay inside Briefi yet.4
Workflows that send the next step for you
Its licensed services page lists automated workflows, recurring payments, confirmation emails and payment reminders, which a practice with a repeatable onboarding can set once.61
QuickBooks Online and Xero
Dubsado lists both in its integrations, with the bookkeeping integration on its Premier plan. Briefi has no built-in connection to either.51
Where Briefi is different
The conversation behind the engagement.
Dubsado makes the onboarding run itself. Briefi helps with the parts that cannot be automated, which are the conversations.
- Walk in preparedMeetings
Before a client meeting a brief is built from the client’s record and every action still open, so the adviser is not reading old emails in the lobby.
- Records chased on the client’s fileAdvisor
A request for the year’s records goes to the client, and your team accepts or waives each file that comes back, so the checklist shows what is still missing.
- The entities a family controlsAdvisor
An accounting workspace keeps a register of the companies, trusts and funds on each client or family group, with the lodgements each one owes.
Briefi does not take payments from your clients today, and has no built-in link to accounting software. A bookkeeping practice that bills through Dubsado can keep doing so.
How the whole record fits together is on the Advisor page.
Pricing
Pricing compared
Dubsado prices by plan per year, with extra brands and extra users as add-ons. Its pricing page states that all prices are in USD, and the text we read shows yearly prices only. Briefi sets one price for each plan, whatever the number of users, and its page lists what a plan holds.
Advisor Solo
From A$89 a month
- 100 form requests per user each month
- 10 capture hours each month
- Monthly or annual billing
Figures from Briefi’s live price list
Dubsado
From Starter at $335 a year in USD, as shown on their pricing page
- Starter: $335 a year, with unlimited projects and clients, invoicing, a client portal and one active lead form
- Premier: $525 a year, adding unlimited lead forms, scheduling, automated workflows, public proposals, a bookkeeping integration and Zapier
- Annual billing is described as two months of savings
- Each additional brand costs $10 a month
- Three extra users are free, then $25 a month for four to ten users, $45 for eleven to twenty and $60 for twenty-one to thirty
- A twenty-one day free trial gives full access to Premier, with no card needed
Checked on 16 October 2026. Source 1
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
Switching
Leaving Dubsado
What Dubsado’s help articles and cancellation policy say about getting data out, and what you set up again in Briefi. All were read on 16 October 2026.
- 1Export projects as a CSV
On the Projects tab, choose a project status, click Export, and pick the client or project fields. Every project in the status you are viewing goes into the file, and filters narrow it.8
- 2Export your contacts
A newer article, dated September 2026, says the contact list can be exported back out to a CSV, with a choice of which client fields to include.9
- 3Know the limits
The export is CSV only, works on a desktop and not on mobile, and Dubsado suggests Chrome. Basic and accountant multi-users can export only name, phone, email and street address.8
- 4Cancel in the right place
Cancelling must be done in the account under Settings, then Billing, and not by phone or email. The brand stays active to the end of the billing cycle, and cancelling the primary brand cancels the others.7
- 5Watch the retention window
Dubsado says it is only responsible for keeping content for ninety days after the cancellation date, and would email first. An annual plan is refundable in full only if you cancel and ask within fourteen days of the last charge.7
What you set up again in Briefi
Invoices, payment plans and stored cards stay with Dubsado or move to another billing tool, since Briefi does not take payments from your clients today. Workflows and automations are rebuilt, and contract templates are recreated in Briefi, where a Word or PDF file can be imported as the start. There is no Dubsado import either: contacts reach Briefi from the meetings on your calendar, or are typed in.
Questions
Briefi and Dubsado, asked often
Does Briefi automate onboarding the way Dubsado does?
Partly. Briefi sends check-ins and requests for records and runs review schedules, but it does not take payments from your clients today, which a Dubsado workflow can arrange.
Can a practice use both?
Yes. Dubsado can run lead forms, proposals and billing while Briefi holds the meetings, recaps and the signed engagement letter. They are not connected, so a new client is set up in each.
Do Dubsado’s plans limit how many clients I can have?
Its plan table lists unlimited projects and clients on both Starter and Premier. The limits it does state are lead forms and the number of users and brands.
Where does my client data sit?
Briefi stores it in Sydney, and some processing uses providers overseas, named on the Security page. We did not find a statement about where Dubsado stores data on the pages we read.
Does Briefi connect to Xero or QuickBooks?
No. There is no built-in connection to either. On a plan with the API, a developer can read Briefi’s contacts and meetings and pass them on.
Try it
Follow one bookkeeping client through the brief, the recap and the signed letter.
Start free trial Advisor Solo from A$89 a month
Sources and review
Last reviewed 16 October 2026. Facts about Dubsado come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
How we checked
12 sources cited, and 9 competitor pages read. Next review due 15 January 2027.
Seen something out of date? Write to support@briefi.sh and we will check it.
- 1Dubsado, pricing. https://www.dubsado.com/pricing Checked 16 October 2026.
- 2Dubsado, legally binding contracts. https://www.dubsado.com/legally-binding-contracts Checked 16 October 2026.
- 3Dubsado, client portals. https://www.dubsado.com/access-client-portals Checked 16 October 2026.
- 4Dubsado, accept payments. https://www.dubsado.com/accept-payments Checked 16 October 2026.
- 5Dubsado, integrations. https://www.dubsado.com/integrations Checked 16 October 2026.
- 6Dubsado, for licensed and specialised services. https://www.dubsado.com/dubsado-for-licensed-specialized-services Checked 16 October 2026.
- 7Dubsado, cancellation policy. https://www.dubsado.com/legal/cancellation-policy Checked 16 October 2026.
- 8Dubsado help, export data from Dubsado. https://help.dubsado.com/en/articles/2779503-export-a-client-list Checked 16 October 2026.
- 9Dubsado help, managing your contact list. https://help.dubsado.com/en/articles/12856750-managing-your-contact-list Checked 16 October 2026.
Briefi’s own pages
- B1briefi.sh/for/accountants. https://briefi.sh/for/accountants
- B2briefi.sh/advisor. https://briefi.sh/advisor
- B3briefi.sh/sign. https://briefi.sh/sign