Assembly 2.0
UnclaimedCreate branded client portals for seamless communication, file sharing, task management, and payments.
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What is Assembly 2.0?
Assembly 2.0 (client portals): Create branded client portals for seamless communication, file sharing, task management, and payments. 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. Key capabilities: Customizable Client Portals (Homepages, Banners, Action Items), App and Folder Organization within Portals, Time-based Automations (Scheduled reminders, status updates), Desktop App for Mac (Windows coming soon), Client-associated Tasks with selective sharing. Assembly 2.0 is paid-only, with most plans including a trial period.
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
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
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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 TrialStarter
$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
About Assembly 2.0
By Toolradar Team·
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.
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Assembly 2.0 FAQ
How does Assembly handle clients who manage multiple entities, like personal and business accounts, under one login?
Assembly is specifically designed for this. You can assign a single client to multiple companies, which can represent various entities like separate businesses, divisions, or personal vs. business accounts. Clients will see a sidebar switcher, similar to Slack's workspace switcher, allowing them to seamlessly navigate between these entities with a single login and no duplicate credentials.
Can I embed external analytics dashboards from tools like Looker Studio or Google Analytics directly into the client portal?
Yes, Assembly allows you to embed any web-based reporting tool directly into your client portal. This means you can integrate dashboards from platforms like Looker Studio, Databox, Google Analytics, or social media dashboards, with each client only seeing their specific embedded reports, providing tailored performance insights.
What is the primary difference between Assembly and other practice management tools like TaxDome, Karbon, or Canopy?
While tools like TaxDome, Karbon, and Canopy excel in internal practice management, Assembly focuses on both internal and client-facing aspects, providing a modern, branded client portal that clients enjoy using. Key differentiators for Assembly are its open platform with a comprehensive API for extensive integrations and its simple, scalable pricing model without per-contact billing or hidden add-on charges.
How does Assembly ensure clients who are not very technical will actually use the portal?
Assembly's client portal is designed for simplicity. It offers a passwordless experience where clients receive magic links for instant authentication. The interface centralizes messages, files, invoices, and tasks, and can be customized to show only relevant tools. Automated reminders also help keep clients engaged and returning to the portal.
What kind of automations can I set up within Assembly?
Assembly allows you to set up time-based automations that trigger on a schedule. These can include sending reminders, updating statuses, or reassigning tasks automatically based on due dates and time elapsed, helping to streamline workflows and reduce manual follow-ups.
What improvements does Assembly 2.0 bring for developers?
Assembly 2.0 features a completely rebuilt custom app base for faster rendering, better TypeScript support, and an app-bridge that handles authentication automatically. Additionally, the Tasks API has been enhanced to include comments, threaded replies, attachment metadata with secure download URLs, and support for the new client association feature.
Source: assembly.com