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- Top Client Portal Software For Accountants
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- Best Client Portal Software For Startups
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- Best Client Portal Software For Designers
- Client Portal Software for Property Management Businesses
- Best AI-Powered CRM for Professional Services
- Best Client Onboarding System for Professionals
- Customer Communication Management (CCM) Software
- Best Invoicing Software for Small Businesses
- Secure Client File Sharing Portal
- Assembly Client Portal | Best White Label Customer Portals
- Shopify-style Stores for Professional Services
- Electronic Signature Software for Service Firms
- No-Code Client Portal Software
- The Best Canopy Alternative is Assembly
- The Best Dubsado Alternative is Assembly
- The Best HoneyBook Alternative is Assembly
- The Best Karbon Alternative is Assembly
- The Best Moxo Alternative is Assembly
- The Best ShareFile Alternative is Assembly
- The Best SmartVault Alternative is Assembly
- The Best Suitedash Alternative is Assembly
- The best alternative to TaxDome is Assembly
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Updates
- Updates
- Build apps in Assembly with AI
- Connect Assembly to ChatGPT & Claude
- Refund invoices from the Payments App
- Q2 2026
- Tasks App: Automated reminder emails for clients
- Auto-archive & customizable statuses in the Tasks App
- Meet Assembly 2.0
- Rich Text Formatting Bar
- Improvements
- Smarter duplicate file handling in the Files App
- Staff user role permissions change
- 2025 Year in Review
- Xero integration and task automations
- 3 new interactions with company custom fields
- Fall 2025 Edition
- General improvements
- Copilot is now Assembly
- Multi-company clients for Professional+ plans
- New & Improved QuickBooks Integration
- Shopify-style stores for your services
- Subtasks in the Tasks App
- Magic Links
- Internal Notes
- Freeform Automations
- Improvements & Updates
- October 24: Tasks App, Automations, and Analytics
- International currency subscriptions
- Invoice receipts
- Improvements & Updates
- Reusable products and prices for invoicing
- Custom Visibility for Apps
- April 1: Our new App Store and Experts Marketplace
- Notifications API
- One-off eSignature requests
- File search
- API enhancements
- Message search
- API enhancements
- January 19: Contracts App, Notification Center & Client Access
- Improvements and Updates
- Improvements and Updates
- Hide message previews in emails
- Channel redesign
- Automation on Make
- Improvements & Updates
- Log in and Sign up with Google for clients
- Messages API
- Improvements and Updates
- Google login for internal users
- Improvements & Updates
- App setup improvements
- Reply via email
- Improvements & Updates
- Copilot Automations
- Introducing Forms 2.0
- Two-Factor Authentication (2FA)
- Copilot Launchpad
- Files API
- Continuous Deployments
- Invoice and Subscription Templates
- Improvements & Updates
- Improved link previews
- Improvements & Updates
- Notification Attachments
- The Assembly Winter Release
- Improvements & Updates
- Improvements & Updates
- Improved Client Invites
- Improvements & Updates
- eSignatures 2.0
- Notification Settings
- Folder Automations
- Form Automations
- Home Tab
- Improvements & Updates
- Advanced Subscription Edits
- Improvements & Updates
- May 18: No-Company Mode and Company-First Mode
- Subscription Edits
- Command Bar
- SOC 2 Compliance
- Improvements & Updates
- Improvements & Updates
- Custom Email Domains
- Improvements & Updates
- API Update
- Improvements & Updates
- API Beta
- Module & Extension Consolidation
- Improvements & Updates
- February 16: New iconography
- Improvements & Updates
- API Beta
- Improvements & Updates
- New Properties for Invoices & Subscriptions
- Improvements and Updates
- Company Messaging Channels
- Company File Channels
- Message Edits
- International Billing
- Improvements and Fixes
- Knowledge Base 2.0
- New Files Module Controls
- Improvements and Fixes
- New Admin Controls
- Improvements And Fixes
- Messages Statuses & Read Receipts
- Refer Portal
- Custom names and icons for Portal Modules
- Group Channel Updates
- Customization Updates
- The Portal Enterprise Plan
- The New Checkout Experience
- Improvements and fixes
- Multi-select Tags
- Improvements and fixes
- Folder Uploads
- Comprehensive Exports
- Improved Custom Field editing
- Improvements and fixes
- Messaging divider lines
- Global Extensions
- Stripe Partnership
- Portal Extensions
- Managing company information
- Duplicate invoices
- CRM filters
- Custom fields
- Billing - Ability to charge clients directly
- Improvements and fixes
- May 12, 2021: QuickBooks integration
- Improvements and fixes
- Improvements and fixes
- Advanced billing settings
- Improvements and fixes
- Improvements and fixes
- Subscriptions with line items
- Improved welcome messages
- Improvements and fixes
- March 10: Client assignment
- Help center
- Pricing page
- Google Analytics
- Improvements and Fixes
- Intake Forms
- Improvements and Fixes
- eSignatures
- Improvements and Fixes
- Improvements and Fixes
- Improvements and Fixes
- Improvements and Fixes
- Custom domain management
- Improvements and Fixes
- Improved Empty States
- User Details View
- Real-time Files Module
- A New Brand for Portal
- Redesigned & Editable Landing Pages
- Files - Folder Organization
- Landing Page builder
- Early Access Program
- Messenger
- Connect your Stripe account
- Knowledge base
- Files module
- Improvements and fixes
- New sidebar
- A new brand & website
- Improvements and fixes
- Hello World
Definitions
- A/B Testing
- Accounts payable
- Accounts receivable
- ACH
- ACH Debit
- Advance Payment
- API (Application Programming Interface)
- Audit Trail
- Auto-renewal
- Automated Workflows
- Billable hours
- Billing Cycle
- Billing Model
- Chargeback
- Client Onboarding Software
- Client Portal
- Client Relationship Management
- Client Retention
- Consulting Agreement
- Consulting Retainer Contract
- Content Management System (CMS)
- Contracts Automation
- Cookie Tracking
- Credit Note
- Custom Domain
- Customer Persona
- Domain Authority
- Due upon receipt
- E-Signature
- Embedded Payments
- Free Trial
- Freemium
- GAAP Compliance
- Gap Analysis
- Grandfathered Pricing
- Intake form
- Landing Page Optimization
- Late Payment
- Lifetime Value (LTV)
- Lookalike Audience
- Net Terms
- No-code Automation
- Payment Gateway
- Payment Processor
- Productized Service
- Professional Service Agreement
- Retargeting
- Role-Based Access Control
- SEO (Search Engine Optimization)
- SERP (Search Engine Results Page)
- SLA (Service Level Agreement)
- SOC2 compliance
- Subscription
- SWOT Analysis
- Tiered Pricing
- Time Tracking
- TLD (Top-Level Domain)
- Trial Period
- Usage-based Pricing
- UTM Parameters
- Webhooks
- White-label Client Portal