Powered by G2
(Updated 10/25)
Assembly vs. Karbon
While both Assembly and Karbon help accountants manage their clients, Assembly has a superior client portal experience, more flexible file sharing models and automations, and better project management features. If you’re looking for a seamless, branded client experience, Assembly is the better choice.
- Assembly has a superior branded client portal experience
- Assembly has task management & collaboration beyond email
- Assembly has a flexible secure file sharing model
- Assembly has automation depth with 3rd party integrations
Assembly
4.8
Capterra score
Karbon
4.7
Capterra score
What are people saying about Assembly vs. Karbon
While both Assembly and Karbon help accountants manage their clients, Assembly has a superior client portal experience, more flexible file sharing models and automations, and better project management features.
Ease of Use
Ease of Setup
Ease of Admin
Quality of Support
Assembly gives clients a branded, secure, all-in-one workspace
Assembly was designed for firms that care about client experience. Each client gets a white-label portal for messaging, document sharing, e-signatures, and payments—all with your firm’s branding. Karbon focuses more on internal collaboration and offers limited visibility to clients, requiring firms to juggle separate tools for communication, file sharing, and billing.
|
|
|  | |
White-label client portal | | |||
Secure file sharing & storage | | Branded secure file-hub + instant client access | Internal task-file storage, fewer client-facing options | |
Client messaging | | Real-time client chat integrated in the portal + email-reply support. | Comment-based client messaging tied to tasks; less seamless live chat experience. | |
Secure document requests | | |||
Client task visibility | | Clients see tasks, statuses and progress | Clients view assigned tasks, but less full transparency into workflow | |
Payment links & invoicing | | Branded invoices + one-click payment links and subscriptions. | Full billing engine, but more complex setup and fewer self-serve payment links. | |
Role-based permissions | |
Assembly automates client workflows with deeper integrations.
Assembly connects your client operations end-to-end through powerful integrations and workflow automations. From onboarding and billing to reminders and document approvals, everything runs in one place. In contrast, Karbon’s automation is limited to internal task triggers and email workflows, with fewer client-facing automation options or open API capabilities.
|
|
| | |
Workflow automations | | |||
Task templates & reminders | | |||
API & Webhooks | | Full REST API + native webhooks for many events. | API present; webhooks available but fewer built‐in event types. | |
Automated client onboarding | | Unified portal, forms, contracts, billing + full automation. | Handles internal task workflows, not full external client-onboarding. | |
Client reminder automations | | |||
eSignature automation | | |||
Custom data sync support | | |||
Multi-system integrations (Airtable, Calendly, ClickUp) | | Plug-and-play integrations-easy setup for non-tech users. | Integrations available but fewer external-tool links-more setup required |
Frequently asked questions
What makes Assembly unique?
While there are are many solutions with similar functionality to Assembly, Assembly is the modern alternative that will delight your customers. With a minimalist UI, mobile-first design, comprehensive customization options, and faster performance, Assembly is a product that your customers will love to use.
How do you migrate to Assembly from another solution?
It usually takes companies less than 15 minutes to migrate to Assembly. With a simple import flow that you can access on the Clients page you can seamlessly import your client lists (along with any custom fields) in a single step.