Assembly 2.0
UnclaimedCreate branded client portals for seamless communication, file sharing, task management, and payments.
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TL;DR - Assembly 2.0
- Provides branded client portals for professional services.
- Consolidates client communication, files, tasks, and payments in one hub.
- Offers automations, custom apps, and a powerful API for integration.
Pricing: Paid only
Best for: Enterprises & pros
What is Assembly 2.0?
Assembly is a client portal platform designed to streamline client management for professional services firms, particularly accounting firms and marketing agencies. It provides a centralized, branded hub where clients can access messages, contracts, files, invoices, and tasks. The platform aims to replace disparate tools like ShareFile, DocuSign, and email with a unified, intuitive client experience.
Key functionalities include customizable client homepages, organized app folders, time-based automations for reminders and status updates, and a desktop app for internal teams. It also features a unified Payments center with analytics, robust CRM capabilities for client details and notes, and a powerful API for custom integrations. Assembly helps businesses improve client onboarding, reduce email back-and-forth, automate billing, and enhance overall client satisfaction by providing a modern, easy-to-use portal.
Available on: Web, macOS, Windows
Pros & Cons
Pros
- Consolidates multiple client management tools into one platform.
- Offers extensive white-labeling and customization options for a branded client experience.
- Designed for ease of use for clients, reducing friction and increasing adoption.
- Powerful API allows for deep integration with existing workflows and custom applications.
- Automations help save time on repetitive tasks and client follow-ups.
Cons
- Windows desktop app is not yet available, only Mac.
- Requires integration for advanced project management features beyond basic tasks.
- No explicit mention of mobile apps for clients, though web portal is responsive.
Ratings Across the Web
0Ratings aggregated from independent review platforms. Learn more
Key Features
Customizable Client Portals (Homepages, Banners, Action Items)App and Folder Organization within PortalsTime-based Automations (Scheduled reminders, status updates)Desktop App for Mac (Windows coming soon)Client-associated Tasks with selective sharingUnified Payments Center with analytics (Invoices, Subscriptions, Payment Links)CRM for client details and internal notesSecure File Sharing with permissions
Pricing Plans
Free TrialPricing checked Aug 3, 2026
Starter
$39/month
- 1 internal user
- 50 clients
- 100 automation tasks / month
- CRM
- Client portal
- Messaging and team inbox
- Invoices, subscriptions, pay links
- Proposals and contracts
- Task and project management
- File-sharing and intake forms
- Embeds and links
- Access to App Store
- Standard support
Professional
$149/month
- 3 internal users (+$39/user for additional)
- 500 clients
- 1K automation tasks / month
- Everything in Starter
- Custom domain for portal
- Custom email domain
- Multi-company clients
- API, Zapier, Make
- App Visibility settings
- Custom Apps
- Low payment processing fees
- Priority email support
- Personalized onboarding (requires annual plan)
Advanced
$399/month
- 5 internal users (+$59/user for additional)
- Unlimited clients
- Unlimited automation tasks
- Everything in Professional
- Full white-labeling
- Client Access permissions
- HIPAA compliance with BAA
- Lowest payment processing fees
- Enforce MFA for all internal users and clients
- Priority email support
- Priority call support
- Personalized onboarding (requires annual plan)
Enterprise
$2,000/month
- Custom internal users
- Unlimited clients
- Unlimited automation tasks
- Everything in Advanced
- Custom SSO
- Audit log (coming soon)
- Advanced security controls (coming soon)
- Sandbox workspace
- Priority email support
- Priority call support
- Custom onboarding
- Shared Slack channel
- Dedicated success manager
- Technical advisor
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Assembly 2.0 FAQ
How does Assembly 2.0 help professional services firms with client management?
Assembly 2.0 streamlines client management by providing a centralized, branded hub for communication, file sharing, task management, and payments. This platform helps firms like accounting firms and marketing agencies consolidate disparate tools into one intuitive client experience.
Which teams benefit most from using Assembly 2.0?
Assembly 2.0 is particularly well-suited for professional services firms, such as accounting firms and marketing agencies, that need to manage client interactions efficiently. It helps these teams improve client onboarding, automate billing, and enhance overall client satisfaction.
How does Assembly 2.0 compare to HoneyBook for client management?
Assembly 2.0 consolidates multiple client management tools into one platform, offering extensive white-labeling and customization for a branded client experience. It aims to replace tools like ShareFile and DocuSign, providing a unified hub for messages, contracts, files, invoices, and tasks.
What kind of customization options are available within Assembly 2.0?
Assembly 2.0 offers extensive white-labeling and customization options to ensure a branded client experience. This includes customizable client homepages and organized app folders, allowing businesses to maintain their brand identity throughout the client portal.
Does Assembly 2.0 include a free tier?
Assembly 2.0 is a paid product and does not include a permanently free tier. It is designed for professional services firms looking for a comprehensive client management solution.
What are the current limitations of Assembly 2.0 regarding desktop access?
Currently, the desktop app for Assembly 2.0 is only available for Mac users, with no Windows desktop app yet. While the web portal is responsive, there is no explicit mention of dedicated mobile apps for clients.
How does Assembly 2.0 facilitate automated client interactions?
Assembly 2.0 includes time-based automations for reminders and status updates, helping to save time on repetitive tasks and client follow-ups. This feature contributes to reducing email back-and-forth and improving communication efficiency.
Source: assembly.com