Blog
How to fire a client nicely and politely in 2026 (+ script included)
Knowing how to fire a client helps when a difficult partnership starts affecting your team’s pace. Here’s how you can manage the exit with a clear plan in 2026.
Vivienne ChenDec 12, 202541 Best software for help desks: Tested and compared for 2026
Software for help desks can support your team with faster handoffs and clearer records, or lead to costly add-ons. Here are the top 41 platforms in 2026.
Vivienne ChenDec 11, 2025ManyRequests reviews: Features, pricing & is it worth it in 2026?
ManyRequests reviews highlight simple request tracking but mention limits with pricing and team seats. I tested it to see how it performs for agencies in 2026.
Vivienne ChenDec 5, 20257 Best CRMs with payment processing: Tested & reviewed [2026]
A CRM with payment processing can raise revenue or increase costs when fees stack across systems. I tested dozens and found the 7 best for billing in 2026.
Vivienne ChenDec 1, 20258 Client portal best practices for better customer experience
Following client portal best practices can mean the difference between steady progress and messy handoffs. Learn 8 helpful tips and mistakes to avoid in 2026.
Vivienne ChenDec 1, 202511 Best service business software for field & client work [2026]
Looking for the best service business software to help you run your business? Here are our top picks for the best tools to run your agency or firm.
Vivienne ChenNov 30, 202510 Best customer support portals in 2026: Complete guide
A customer support portal is more than a login page for tickets. Learn what they are, their key benefits, common mistakes, and the 10 best tools to use in 2026.
Vivienne ChenNov 29, 2025How to write a good knowledge base article: + Free template
A knowledge base article can help users solve problems or create confusion if written poorly. Learn how to write clear, helpful content with tips and a template
Vivienne ChenNov 26, 20259 Top CRMs with client portals: Tested and reviewed in 2026
Tired of juggling tools to manage clients and billing in 2026? Discover the 9 best CRMs with client portals that bring everything together in one workspace.
Vivienne ChenNov 25, 2025Value-based pricing: A complete beginner’s guide in 2026
Value-based pricing can lift profits, but can also hurt profits if misunderstood. Learn what it is, when to use it, and why it matters for service businesses in 2026.
Vivienne ChenNov 23, 2025Must-have consulting software: Top 15 tools reviewed (2026)
Consulting software helps firms manage billing and clients, but many platforms miss the mark. Discover 15 top tools that keep client projects organized in 2026.
Vivienne ChenNov 18, 202510 Best Hubflo alternatives and competitors: Reviewed in 2026
Hubflo alternatives make client management easier, but many fall short after onboarding. Discover the top 10 tools that keep client work organized in 2026.
Vivienne ChenNov 18, 2025SmartVault pricing plans in 2026: Features and how to choose
SmartVault pricing works for businesses and accountants, but costs rise if you need automation or eSignatures. Here’s how to choose the right plan in 2026.
Vivienne ChenNov 17, 2025SmartVault reviews: Features, pros, cons, and pricing in 2026
SmartVault reviews note strong accounting integrations, but pricing raises questions. I tested its setup, features, and usability to see if it holds up in 2026.
Vivienne ChenNov 17, 2025Karbon vs Canopy vs Assembly: Which tool is worth it in 2026?
Compare Karbon vs Canopy vs Assembly to find the right practice management tool for your firm. I tested them on pricing, workflow, and usability in 2026.
Vivienne ChenNov 17, 2025Top 11 Karbon alternatives & competitors 2026 [tested + ranked]
Many look for Karbon alternatives because growing firms need flexible workflows. I tested the top tools and found 11 that improve client collaboration in 2026.
Vivienne ChenNov 13, 20258 Service Provider Pro alternatives for service firms in 2026
Looking for more control than what SPP offers? Discover 8 Service Provider Pro alternatives that simplify billing, onboarding, and collaboration in 2026.
Vivienne ChenNov 13, 2025Canopy pricing plans: Modular pricing explained for 2026
Canopy pricing looks flexible, but hidden add-ons can drive up your total. I'll break down Canopy's modular pricing model so you can budget confidently in 2026.
Vivienne ChenNov 13, 2025Dubsado pricing: Plans, costs, and is it worth it in 2026?
Dubsado pricing in 2026 starts low, but upgrades and extra users add up fast. I’ve broken down both plans so you can budget confidently before you commit.
Vivienne ChenNov 6, 2025Karbon pricing plan guide: Worth it for accounting firms in 2026?
Choosing the right Karbon pricing plan can save your firm thousands. I tested each plan to see how costs change once you add fees and upgrades in 2026.
Vivienne ChenNov 6, 2025Fall 2025 Edition
We’ve released 50 product improvements this month to support you and your clients’ experience.
Marlon MisraNov 5, 202519 Best DocuSign alternatives: Features & pricing in 2026
DocuSign alternatives have changed fast, and some now offer more features for less money. I tested dozens and found the 19 best competitors for teams in 2026.
Vivienne ChenNov 4, 202513 Best client portals for accountants in 2026: Features & pricing
Client portals for accountants can simplify billing and communication when the setup matches your firm. Compare 13 options by price and features in 2025.
Vivienne ChenNov 3, 2025TaxDome pricing plans, features, and alternatives in 2026
TaxDome pricing starts at $700 a year, but that’s rarely the full cost. I’ll explain how plans, add-ons, and renewals affect what you actually pay in 2026.
Vivienne ChenNov 3, 2025Dubsado reviews: Pricing, pros, and cons in 2026
Dubsado reviews show it’s powerful but complex. I spent time testing it to see if the learning curve is worth it for growing service businesses in 2026.
Vivienne ChenNov 3, 2025HoneyBook reviews: Pros, cons, and is it worth it in 2026?
HoneyBook reviews reveal that it’s powerful but pricey for smaller teams. I tested it myself to see who it's really for and if it’s worth it in 2026.
Vivienne ChenNov 3, 2025Top 6 TaxDome alternatives for 2026 [tested and reviewed]
TaxDome alternatives are worth exploring if your firm finds TaxDome’s pricing restrictive. Here are 6 competitors that make client work easier in 2026.
Vivienne ChenOct 28, 202522 Best professional services automation software in 2026
Professional services automation software can transform how firms manage projects and profits. I tested leading platforms to find 22 worth your time in 2026.
Vivienne ChenOct 23, 202515 Best client onboarding software for agencies tested in 2026
Some client onboarding tools overpromise on speed, ease of use, and automation. I've tested many and found 15 that help make onboarding simpler in 2026.
Vivienne ChenOct 23, 202523 Best SEO client management software for agencies in 2026
SEO client management software claims to save time, but hidden limits make many tools frustrating for agencies. I tested many and picked the 23 best in 2026.
Vivienne ChenOct 14, 2025Customer health score: definition, how to use, & 4 key metrics
A customer health score shows if clients will stay or churn, but many businesses overcomplicate it. In this guide, I’ll explain what it is and how to keep it simple.
Vivienne ChenOct 14, 2025How to choose a CRM: 13 things to consider
Knowing how to choose a CRM saves time and drives growth, but the wrong pick leads to high costs. Let's look at 13 things to check before you buy.
Vivienne ChenOct 14, 202524 Best Staffing Agency Software of 2026: Features, Pros, & Cons
Staffing agency software should make work easier. I tested dozens and found the 24 best that save you time, including Assembly, Bullhorn, and Zoho Recruit.
Vivienne ChenOct 14, 2025CRM vs marketing automation: key differences & benefits
Comparing CRM vs marketing automation means weighing sales tracking against campaign management. Learn what each does and how to choose one in 2026.
Vivienne ChenOct 3, 2025Planhat vs Gainsight: Which tool should you pick in 2026?
Trying to decide between Planhat vs Gainsight? In this article, I'll break down the pros and cons of each so you can find the better option for you.
Vivienne ChenSep 29, 2025Meet Assembly — the AI-powered platform for professional service firms
Since 2020, thousands of firms have used our platform to deliver a better client experience. Today we’re changing our name from Copilot to Assembly and rolling out our largest release yet — including our first step into AI Agents.
Marlon MisraSep 29, 2025Assembly Assistant is in beta
Learn more about Assembly Assistant, the AI colleague who helps professional service businesses provide better customer experiences.
Marlon MisraSep 28, 2025How to create a Squarespace client portal (easiest guide)
Learn how to create a Squarespace client portal, boost user experience, and streamline your business communication in this easy six-step guide.
Vivienne ChenSep 23, 202533+ best marketing agency tools you need to grow in 2026
Here's a list of some of the best marketing agency tools that I, and many others use, to start, run, and grow our marketing agencies.
Vivienne ChenSep 9, 202510 client acquisition strategies that work (with examples)
An expert shares proven-to-work client acquisition strategies and shows how you can implement them to grow your business.
Marlon MisraSep 2, 20255 amazing client portal templates for any type of service
Looking for the best client portal templates to take your agency to the next level? Here are my favorite ones that will impress any type of client.
Vivienne ChenAug 28, 20254 successful agency pricing models (with real examples)
Starting an agency can be fun, but figuring out your pricing? Not so fun. Here are the best agency pricing models you can use when starting.
Vivienne ChenAug 28, 2025Introducing multi-company clients
Customizing your client experience is easier and more flexible now that you can assign “clients” to multiple “companies” and rename these terms to your business.
Marlon MisraAug 26, 2025Clinked review: An honest look at this client portal
In this Clinked review, we go over who Clinked is best for, how it works, it's pros and cons, and if it's right for your service business.
Marlon MisraAug 21, 20258 client outreach examples to grow your clientele in 2025
Looking for some client outreach examples and ideas to help you close more deals? Here are my eight favorite ways to grow a client base in 2025.
Marlon MisraAug 19, 20258 powerful ways to find more B2B clients in 2025
Looking to get more B2B clients? In this article, we'll go over eight different strategies you can use to find more prospects for your business.
Marlon MisraAug 14, 202511 Best productized service software to scale your agency [2026]
Looking to scale your agency or freelancing business? Here are our top favorite productized service software and tools to help you do just that.
Marlon MisraAug 12, 2025How to create bookkeeping pricing packages (3 examples)
Learning how to create bookkeeping pricing packages is integral to running your business. In this article, we'll explore options and give real examples.
Marlon MisraAug 12, 2025Summer 2025 Edition
Summer just got more productive with an upgraded QuickBooks sync, automatic reminder emails, and other refreshing updates.
Marlon MisraAug 5, 2025How to automate your freelance client onboarding in 2025
In this guide, we'll go over a six-step freelance client onboarding checklist to make sure you make a great first impression every time.
Marlon MisraJul 11, 20257 best file sharing software of 2025 (features + pricing)
Learn about the best file sharing software on the market right now and what features to look for when deciding to pick one.
Marlon MisraJun 27, 2025Introducing Shopify-like stores for professional services
Bring the best of eCommerce to your professional firm. Create a custom storefront for your services.
Marlon MisraJun 23, 202510 best AI marketing agency ideas and companies in 2025
Artificial intelligence is creating a new wave of marketing agencies. Here's a list of the best AI marketing agency ideas and companies of 2025.
Marlon MisraJun 23, 2025The 11 best Hello Bonsai alternatives and competitors for 2026
Hello Bonsai alternatives range from simple task managers to complete agency platforms. I tested dozens of tools to find the 11 best competitors for 2026.
Marlon MisraJun 17, 20257 best client portal tools for law firms in 2025
Looking for a law firm client portal to manage your clients and give them an exceptional experience? Here are our favorite client portals for law firms.
Marlon MisraJun 17, 202510 best SEO reporting tools that impress clients [2026]
Running an SEO agency and looking for the best SEO reporting tools? Here are some of my favorites I use to run my SaaS SEO marketing agency.
Marlon MisraJun 16, 202510 best Flowlu alternatives for service businesses in 2026
Looking for a Flowlu alternative to help run your service business? Here are our top picks to help you manage client communications, payments, and more.
Marlon MisraJun 13, 20257 client intake form examples (with templates)
Here are some of my favorite client intake form examples to help inspire your client onboarding. Discover real examples and templates for your services.
Marlon MisraJun 13, 202510 best SimplePractice alternatives & competitors in 2026
Looking for a SimplePractice alternative to manage and grow your health and wellness business? Here are 10 great alternatives to SimplePractice.
Marlon MisraJun 12, 20257 best travel agency software to boost revenue in 2025
Looking for ways to streamline operations for your travel agency? Here are our favorite travel agency software and tools to help you run your business.
Marlon MisraJun 12, 2025