Blog
11 Zendo alternatives and competitors in 2026
Discover the best Zendo alternatives to help you run your service business - from client portals to invoicing software, these tools have it all.
8 critical tools I use to automate lead generation in 2025
Having an automated lead generation process is how you win in 2025. Here are 8 different tools I use to help with my lead generation workflows.
Social media pricing guide: How to nail your packages
In this article, we'll go over pricing strategies for your social media packages so you can confidently sell your services and get paid what you're worth.
How to nail your marketing retainer packages for clients
It's no question that marketing retainer packages have evolved over the years. In this article, I'll show you how to nail your packaging in 2025.
15 best accounting blogs you should be reading in 2025
Discover the best accounting blogs to help you stay up to date with the latest accounting-related news, resources, and articles.
How to write a consulting proposal (template & tools)
Master the art of how to write a consulting proposal. Learn key elements, formatting tips, and tools for creating proposals that win clients!
17 Best project management software with client portals in 2026
Not every project management software with a client portal gives clients an experience worth logging into. I tested dozens to find the 17 best tools for 2026.
How to start an AI automation agency (with examples)
In this article, I'll show you how to start an AI automation agency in 2025. We'll go over types of services, along with examples, to help inspire you!
How to bill a client for the first time: My 6 step guide
Learning how to bill a client for the first time is an important (and exciting) skill to have in your professional career. Here's my 5 step guide.
300+ real estate business names and ideas to inspire yours
Discover over 300 unique real estate business names. Dive into creative ideas and strategies to create a brand your clients will love.
10 best Vendasta alternatives and competitors in 2025
Looking for a Vendasta alternative to help you run your agency? In this article, we'll go over our favorite alternatives to Vendasta.
8 powerful ways to get clients as a travel agent in 2025
Want to learn how to get clients as a travel agent? In this article, I'll show you 8 unique client acquisition strategies you probably haven't seen before.
B2B customer portal: 5 examples and platforms in 2025
B2B customer portals are an integral part of many services businesses. Discover what they are, five customer portal examples, and tools for 2025.
TaxDome vs Canopy: An honest comparison for 2025
Comparing TaxDome vs Canopy for your accounting firm or CPA practice? We put these tools head to head to help you make a decision on which to go with.
10 best Ignition alternatives and competitors in 2025
Looking for an Ignition alternative to run your service business? Here are our top 10 favorite alternatives to Ignition in 2025 worth checking out.
How to create a web portal: Quick and easy guide for 2025
Looking to learn how to create a web portal for your business website? You've come to the right place. Here's the easiest guide you can find.
SuiteDash vs GoHighLevel: An honest comparison for 2025
Trying to decide between SuiteDash vs GoHighLevel? In this article, I'll break down the pros and cons of each so you can find the better option for you.
The best way to invoice clients (with the lowest fees)
Looking for the best way to invoice clients? Check out our guide on how to minimize payment fees and maximize profits from your services.
Spring 2025 Edition
With our 2025 Spring Edition, we introduce magic links, payments, a new Billing API, and more.
ShareFile vs SmartVault: An honest comparison for 2025
Can't decide to go with ShareFile vs SmartVault? In this article, we'll do a teardown of both platforms (and a third) to help you make a decision.
10 best SmartVault alternatives and competitors in 2026
Looking for a SmartVault alternative? Here are our favorites that will help manage documents, create client portals, send invoices, and much more.
10 best Canopy alternatives you have to check out in 2026
Looking for the best Canopy alternatives in 2026? Discover our top 10 picks to optimize your workflow and elevate your accounting business.
2025 Collaboration Edition
Introducing the Collaboration Edition – built to help you collaborate effortlessly with your team and clients. Internal Notes You can now add notes to clients and companies. Internal notes are visible only to you and other internal users with access and can be edited after creation. Notes are located on the sidebar of client and company detail pages. Use the slash (/) command to add rich text formatting, including headings and more. Notes also come with full API, Zapier, and Make support. T
The stack that powers modern service businesses
Background Assembly helps professional service businesses manage clients and communication in one place. Messaging, file sharing, contracts, and billing all happen in a single, unified experience that makes life easier for businesses and provides a seamless experience for their clients. At the core of this is a customizable client portal that businesses can tweak it to fit their needs and even extend it with apps and integrations. On the surface, a client portal might seem pretty simple, but b
5 staffing agency contract templates for modern firms
Ready to sign that new client? Here are five of the best staffing agency contract templates you can use when onboarding your new client.
10 best Proposify alternatives and competitors in 2025
Looking for the best Proposify alternatives on the market today? We tested over 10 different tools so you can gain clarity during your search.
Agiled vs SuiteDash: An honest comparison for 2025
Trying to decide between Agiled vs SuiteDash to run your service business with? In this article, we'll go over what each platform does and how they differ.
How to start an accounting firm in 2025 (8 easy steps)
Learn how to start an accounting firm — virtually. They run leaner, have better growth channels, and the tools available to them get better every year.
5 bookkeeping contract templates for accounting firms
Ready to sign that new client? Here are five of the best bookkeeping contract templates you can use when onboarding your new accounting client.
10 best Accelo alternatives you need to try in 2025
Looking for the best Accelo alternative that fits your needs? We've put together a list of the top alternatives to Aceelo you need to check out.
10 best FreshBooks alternatives & competitors in 2026
Looking for the best FreshBooks alternative? In this article, we'll go over our top picks for freelancers and small business owners in 2026.
7 gentle reminder email templates for different asks
Discover how to craft effective reminder emails with our 7 powerful templates and tips — helping you run your business more smoothly.
21 unique accounting firm website examples in 2025
Discover the best accounting firm websites and examples to help inspire yours. Learn what your website should include to build strong client relationships.
2025 Foundations Release
Welcome to the 2025 Foundations Release. Unlike earlier releases, this one is not about a brand-new app or major feature. Instead, we have spent the last few months going back to the basics, and focused on foundational enhancements and improvements across our product suite. Freeform Automations Automations help you save time, minimize tedious work, and reduce human error. Now, with this release, they’re getting more powerful. Start From Scratch Go to Automations in the sidebar and pick Sta
The best client tracking software in 2025 (free + paid)
Looking for the best client tracking software to help you manage your service business? Here are our favorite tools you can use right now in 2025.
How to collect money from clients who won't pay (6 ways)
Looking to recover debt from non-paying clients? In this article, we'll show you six ways how to collect money from clients who won't pay.
How to create a project execution plan (PEP) in 6 steps
Master the art of successful project management with our detailed guide on creating a project execution plan (PEP) in just 6 easy steps.
101+ service business ideas to inspire you in 2025
Looking to start a side project or become a full-time entrepreneur? Here are over 101 service business ideas and examples you can start with $0.
How to find SEO clients in 2026 (8 powerful strategies)
In this article, I'll show you ways how to get SEO clients in a way that will help you build a long-lasting business. Here are my eight strategies.
7 best client collaboration software and tools in 2025
Looking for the best client collaboration software to help you manage your agency or freelancing business? Here are our favorite tools in 2025.
16 best productized service examples that will inspire you
Discover unique productized service examples and ideas to help you spark some creativity and turn your service business into a predictable revenue stream.
Bonsai vs HoneyBook: An honest comparison for 2025
Looking to manage your service-based business? Here's a detailed look at Bonsai vs HoneyBook to help you figure out which tool is best for you.
5 Webflow User Accounts alternatives for small businesses
Looking for a Webflow User Accounts alternative to add user logins and membership accounts to your Webflow website? Here are our favorite tools.
10 best ManyRequests alternatives and competitors in 2026
Looking for the best Manyrequests alternatives? In this article, we'll go over our favorite tools to help you run your service business in 2026.
22 unique gift ideas for clients that actually make sense
Want to show a client your appreciation for them? Here are 22 of the best gift ideas for clients that make you stand out from other service providers.
5 marketing contract templates for agencies & freelancers
Ready to sign that new client? Here are five of the best marketing contract templates you can use when onboarding your new marketing client.
How to create a Framer client portal (easiest guide)
In this guide, we'll go over how to create a Framer client portal step by step.
6 client testimonial examples your website needs in 2025
Discover powerful client testimonial examples and learn how to collect, craft, and legally utilize them to enhance trust and drive conversions.
2024 Winter Release
At Assembly, we want to offer service-based businesses a true all-in-one platform. Our Winter 2024 Release introduces three major features that gets us closer to this vision: a task management app, business analytics, and built-in automation tools. Manage tasks with the Tasks App With the Tasks App we’re taking our first steps into the world of task and project management. You can now create tasks and assign them to internal users, clients, and companies. Filters at the top and search make it
10 Task Management Software & Tools in 2024
Looking for the best task management software? Discover our top 10 picks to start, run, and grow your service-based business.
How to Write a Client Contract (7 Steps + Examples)
Secured your first client? Whether you are a small business owner or an entrepreneur, here’s how you can easily write a contract step by step.
How to create a HIPAA-compliant client portal
Learn how to create a HIPAA-compliant, secure, and user-friendly client portal in just five steps.
101+ Types of Consulting Service Businesses (Real Examples)
Explore over 101 consulting services examples in our guide, ideal for entrepreneurs looking to start a service-based business that helps others.
How to start a drop servicing business (in 8 steps)
In this article, I'll show you how to start a drop servicing business in just eight steps. Sign clients, productize services, and build a brand.
13 unique consulting website examples to inspire yours
Learn what makes a great consulting website and discover over 13 different consulting websites and examples to gain inspiration for your own site.
300+ design company names & ideas to help inspire yours
In the early stages of starting your design company and looking for a brand identity? Here are over 300 design company names to help inspire yours.
300+ staffing agency names & ideas to help inspire yours
Looking for unique staffing agency names to help inspire yours? We put together over 300 names to help you spark some creativity for your brand.
300+ bookkeeping business names to help inspire yours
Discover over 300 unique bookkeeping business names to brand your business. Dive into creative ideas and strategies to create a brand you'll love.
8 best document management system (DMS) software
Managing client documents securely is at the core of every business. Here are our favorite DMS software options designed for businesses of all sizes.
Consulting business model: The ultimate guide for 2024
In this article, we'll explore the power of a consulting business model. If you have a knack for solving business problems, this is a fruitful model.