SwiftChecklist vs Dubsado
SwiftChecklist is designed for accounting and professional services firms that need to onboard clients quickly — conditional intake forms, e-signatures, and a no-login portal, ready in 30 minutes. If your firm's biggest bottleneck is getting clients through a structured intake process, SwiftChecklist is built specifically for that workflow.
Which is right for your firm?
Start free trial — 30 days, no cardWhy professional services firms choose SwiftChecklist
Up in 30 minutes
No setup specialist needed. Your first client workflow is live the same day you sign up.
Built for professional services
Designed specifically for accountants, lawyers, and consultants — not repurposed from another industry.
No-login client portal
Clients click a magic link to access their portal. No passwords, no account creation friction.
Feature-by-feature comparison
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| Feature | SwiftChecklist | Dubsado |
|---|---|---|
| Client Intake & Forms | ||
| Native intake forms | ||
| Conditional logic on forms | ||
| Form types | Unlimited | 5 types |
| File uploads via forms | Workaround only | |
| Client Portal | ||
| No-login magic link access | ||
| Real-time client messaging | ||
| Client portal tabs | Full dashboard | 4 tabs |
| Mobile app for clients | Responsive web | |
| E-Signatures & Contracts | ||
| Built-in e-signatures | ||
| Proposals / contracts | ||
| Payment collection | Firm plan | |
| Workflow & Automation | ||
| Workflow automations | Premier only ($55/mo) | |
| Scheduling | Premier only ($55/mo) | |
| Task boards | ||
| QuickBooks/Xero integration | Premier only | |
| Setup & Onboarding | ||
| Estimated setup time | ~30 minutes | 15–25 hours |
| Ease-of-use (Capterra) | — | 3.6/5 |
| Requires setup specialist | Common ($300+) | |
Pricing comparison
SwiftChecklist
One user, 50 clients, all core features
8 team members, 250 clients
Dubsado
3 users included. No automations, no scheduling
3 users included. Adds automations, QuickBooks, scheduling
💡 Additional Dubsado seats cost $25–$60/mo each. Previous pricing was $20/$40/mo — prices were raised in December 2025 with the Dubsado 3.0 launch.
When Dubsado might be a better fit
Different tools are built for different needs. Dubsado is a great choice if your priorities include:
- Creative professionals — photographers, event planners, designers, and coaches — who need proposal-to-contract-to-payment workflows in one place.
- Businesses that prioritize built-in invoicing with payment plans and autopay as a core requirement.
- Teams that need built-in scheduling for client call booking alongside their CRM.
Why firms choose SwiftChecklist
- Up and running in ~30 minutes — no configuration marathon, no specialist required, no weeks of setup.
- Conditional logic on intake forms — precisely shape what each client sees based on their answers.
- Magic-link client portal — clients click one link to access their checklist, documents, and messages. No account needed.
- Purpose-built for accounting and professional services firms — every feature is designed for your client workflow.
- Clean, modern interface that your team and clients find intuitive from day one.
SwiftChecklist is designed for
Accounting firms, law firms, and consultancies that need a fast, professional client onboarding experience — without the complexity of a general-purpose CRM.
Frequently asked questions
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