The accounting client portal your clients won't ignore

Yes — Assembly serves accounting, bookkeeping, and tax firms with a full suite of client management tools including a branded client portal, document sharing, eSignatures, invoicing, payment processing, task management, and workflow automation. Firms can embed specialized tools like tax organizers and reporting dashboards directly into the client portal.

Yes—Assembly was specifically designed for this. You can assign a single client to multiple companies, and companies can represent anything: separate businesses, divisions, family entities, personal vs. business accounts, and more. You can even rename "company" to whatever term fits your practice—space, family, organization, etc.

On the client side, when someone belongs to multiple companies, a sidebar switcher appears (similar to Slack's workspace switcher) so they can seamlessly move between entities with one login. No separate accounts, no duplicate credentials. This is a common pain point with other tools—Canopy, for example, requires married couples to have entirely separate client accounts with no way to link them.

Tools like TaxDome, Karbon, and Canopy are great for internal practice management—workflows, task tracking, and tax-specific features. Assembly shines on both the internal and client-facing side, giving your clients a modern, branded portal they'll actually enjoy using. Firms switching from these tools consistently tell us their old portals felt "not intuitive," "overly complex," or like an afterthought.

Beyond the client experience, two things set Assembly apart: First, it's an open platform—not a walled garden. With the most comprehensive API in the space, plus native Zapier, Make, and custom app support, you can build a client experience competitors simply can't match. Second, pricing is simple and scales with you. No per-contact billing that balloons as you grow, no confusing add-on charges for features you actually need.

Yes—and this is where Assembly shines. Assembly's client-facing portal feels simple and modern, not like intimidating accounting software. Clients can log in, upload documents, sign contracts, and communicate with your team without any training. 69% of Assembly's G2 reviews highlight the client experience as a standout strength. When your clients actually use the portal, your firm saves hours on email follow-ups and document chasing.

Most accounting firms are fully up and running on Assembly within a single day—no lengthy onboarding process or training academy required. The platform is designed to be intuitive from the start, so you can import your clients, customize your portal branding, and begin onboarding within hours of signing up. 52% of Assembly's G2 reviews highlight ease of use, and 18% specifically praise quick setup.

Yes, Assembly has native billing integrations with one-way sync for QuickBooks and Xero, allowing you to map Assembly products to items in your preferred accounting software and automatically sync when you invoice clients through Assembly. Learn more about the QuickBooks integration and Xero integration for Assembly.

Absolutely. Assembly gives you full control over your client portal's branding—custom domain, logo, colors, and more. Your clients see your firm's brand, not ours. For firms positioning themselves as premium advisors, brand consistency across every client touchpoint matters. 20% of Assembly's G2 reviews specifically praise branding and customization options.

Assembly uses transparent per-seat pricing with no hidden fees for support, onboarding, or essential features. You know exactly what you're paying for upfront, and onboarding support is included at no extra charge. While point solutions may appear cheaper initially, firms often end up stitching together 3-5 separate tools. Assembly consolidates contracts, invoicing, file sharing, forms, and messaging into one platform—often reducing total software spend.

No. Assembly is an all-in-one client portal that includes contracts and e-signatures, invoicing and payments, secure file sharing, custom forms, client messaging, and task management—all built in. 16% of Assembly's G2 reviews specifically praise this consolidation. Everything lives in one branded portal, giving you a single source of truth for every client relationship.

No training required. Assembly is designed so both your staff and clients find it intuitive from day one. Your team doesn't need a certification course or hours of training videos—the interface is clean and logical, with features that work the way you'd expect. Most firms are productive immediately, and 52% of Assembly's G2 reviews highlight the platform's ease of use.

Yes—and this is one of Assembly's most-used features for accounting firms. Assembly includes customizable forms and intake questionnaires for tax prep document requests, new client onboarding checklists, engagement letters, and recurring information collection. Everything happens within your branded portal, and clients receive a clean, guided experience for submitting documents and completing intake steps.

Absolutely. Assembly provides SOC 2 compliance, end-to-end encryption, and secure file sharing with access controls. The branded portal also reinforces professionalism—when clients log into a polished, secure environment with your firm's branding, it builds trust in your practice. Whether your clients are individuals, businesses, or organizations handling sensitive financial data, they can feel confident their documents and communications are protected.