Your AI-native accounting firm starts here
A branded client portal with ready-made apps — and AI to build whatever your practice needs next.
Assembly gives your firm a branded client portal with ready-made apps for files, e-signatures, invoices, and messages. Describe the next app your practice needs, and AI builds it.
Your own app
Described in a sentence, built by AI
Every tool you add is one more login
See how firms fix itContracts in one place, files in another, invoices in a third. Your clients feel every seam, usually right before a deadline.
“TaxDome and Canopy may do everything you want in one box, but on the client side it feels very corporate.”
Ready-made apps for the busy season
Collect documents, send engagement letters, and track hours from day one. Start from 30+ working apps, then reshape any of them by describing the change.
Browse all templatesAI builds what your practice software never shipped
Describe what you want. Assembly shows a plan and builds after you approve.
Add a month-end close tracker each client sees for their own books.
Step One:Describe it
Tell the AI what you need, like a month-end close or estimated payment tracker.
Step Two:Answer a few questions
It asks one to three questions so the app fits how your firm works.
September Close
Q3 Payroll Filing
Year-end Adjustments
Step Three:Approve and it appears
The app shows up in your client experience with logins, permissions, and your branding in place.
One firm, a different view for every client
Clients can belong to several entities and switch between them with one login. Custom fields decide which apps each client sees.
Keep your accounting software. Upgrade what clients see.
Embed Google Sheets, Drive, OneDrive, Calendly, Jotform, and Typeform. Push invoices to QuickBooks or Xero, and connect the rest with Zapier, Make, the API, or MCP.
Google Calendar— connect it in Assembly, get startedEmbed
Stripe— connect it in Assembly, get startedPayments and invoices
Slack— connect it in Assembly, get startedAlerts and handoffs
DocuSign— connect it in Assembly, get startedSignatures and records
QuickBooks— connect it in Assembly, get startedLedger and reconciliation
Zapier— connect it in Assembly, get startedRouting between tools
Calendly— connect it in Assembly, get startedScheduling and remindersEvery app you build starts protected
Logins, permissions, and who sees what are built and maintained by Assembly, so a new app never starts a new security project.
Read about securityClients use Google or a secure one-click email link.
Available on every plan, and enforced on Advanced.
Sign-ins, files, billing, and signatures, on Advanced.
Apps built with AI use the same logins and permissions as every other app in the portal.
Firms that built the practice they wanted
Advisory, tax, and bookkeeping firms run their client experience on Assembly.
“We had more tax returns in the door, ready to start being prepped, earlier than ever this year than in our entire history.”
“The client feedback has been overwhelmingly positive. My clients love the platform, and I love using it. The Tasks app and the entire process have been fantastic for our practice.”
“It saves me so much time — just knowing exactly where to find things, and having everything streamlined in one secure place.”
Plans that match the scale of your firm
Start free with real apps. Upgrade for your own domain, automations, and client access permissions. Monthly prices shown are billed annually.
See pricingProfessional
$99/ per month
Everything in Starter, plus:
- Custom domain
- Assembly badge removed
- App visibility
- Automation builder
Advanced
$499/ per month
Everything in Professional, plus:
- HIPAA BAA
- Audit log
- Client access permissions
- Enforced MFA
- Multi-company contacts
Enterprise
Custom SSO and a dedicated success manager.
Questions firms ask before switching
No. Assembly is what your clients see and use. Keep the software you prepare returns and keep books with, and sync invoices one way to QuickBooks or Xero.
Yes, in small groups. Set up your branding and welcome message, invite a few clients first, then expand.
Yes. Describe what you want. The builder asks one to three questions, shows a one-page plan, and builds only after you approve.
It builds the apps you describe, like an estimated payment tracker or a month-end close tracker, inside your client experience and connected to your client list.
No. Your team prepares returns and gives advice. Assembly's AI builds the apps your firm describes.
Practice-management suites have deeper tax organizers and IRS tools. Assembly fits when you want your own intake flow and a client experience you control; many firms use both.
Not today. Contracts support e-signature on PDFs with a full audit trail, one signer per contract.
Yes. Import your client list from a CSV in Contacts, or add clients as you go.
Assembly supports HIPAA with a BAA on the Advanced plan. Ready-made apps like messages, files, and contracts can handle PHI if they don't use AI. Apps built with the app builder aren't covered.
Yes, on Professional and above, with the Assembly badge removed. Your logo and colors are included on every plan.
Yes. Logins, permissions, and who sees what are built and maintained by Assembly, and each client sees only what they're allowed to see.
Yes. Bookkeeping firms use Assembly for monthly document requests, recurring invoices, and messages in one branded place, and can build apps like a month-end close tracker.
Your firm, one client experience
Start with a small group of clients this season. Expand when you're ready.