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Compare Assembly and Karbon 
Featured Products
At a Glance
Market Segments
Small-Business (96.3% of reviews)
Small-Business (89.4% of reviews)
Entry-Level Pricing
$39.00 Per Month
$59.00 1 Users Per Month
Assembly
Star Rating
(279)4.8 out of 5
Market Segments
Small-Business (96.3% of reviews)
Pros & Cons
Entry-Level Pricing
$39.00 Per Month
Free Trial is available
Browse all 3 pricing plansKarbon
Star Rating
(761)4.8 out of 5
Market Segments
Small-Business (89.4% of reviews)
Pros & Cons
Entry-Level Pricing
$59.00 1 Users Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that both Karbon and Assembly excel in user satisfaction, with both products receiving a solid star rating of 4.8. However, Karbon has a slight edge in overall user experience, as many users appreciate its detailed work item tracking and seamless integration with Microsoft Outlook, which enhances daily operations.
- Users say that Karbon's implementation process is generally smooth, but some find it slightly more challenging compared to Assembly, which is praised for its intuitive setup. Assembly's users highlight the ease of customizing the client portal, making it feel more personalized and brand-centric.
- Reviewers mention that while both products offer strong support, Assembly slightly outperforms Karbon in terms of quality of support. Users appreciate Assembly's responsive customer service, while Karbon users note that its support is also commendable, particularly for day-to-day operational queries.
- According to verified reviews, Karbon shines in its ability to manage client emails and projects efficiently, with users noting that it helps them stay organized. In contrast, Assembly users love the flexibility of customizing their client-facing interface, which enhances client engagement and satisfaction.
- G2 reviewers highlight that Karbon is particularly beneficial for businesses that require detailed time tracking and workflow management, which many users find essential for assessing employee performance. On the other hand, Assembly is favored for its user-friendly interface and customization options, making it a hit among small businesses looking for a tailored experience.
- Users report that while both products cater well to small businesses, Assembly has a higher percentage of reviews from this segment, indicating a strong alignment with the needs of smaller organizations. Karbon, while also popular among small businesses, is noted for its robust features that may appeal more to those with complex operational needs.
Pricing
Entry-Level Pricing
Assembly
Starter
$39.00
Per Month
For new businesses
- CRM
- Client portal
- Messaging and team inbox
Karbon
Team
$59.00
1 Users Per Month
For smaller teams looking to consolidate workflows into an integrated collaboration platform.
- Integrated Email
- Team Collaboration Tools
- Workflow and To-Do Lists
Free Trial
Assembly
Free Trial is available
Karbon
Free Trial is available
Ratings
Meets Requirements
8.9
217
9.0
597
Ease of Use
9.4
225
8.8
599
Ease of Setup
9.4
205
7.9
376
Ease of Admin
9.3
194
8.5
269
Quality of Support
9.5
196
9.3
569
Has the product been a good partner in doing business?
9.5
186
9.3
270
Product Direction (% positive)
9.7
207
9.7
564
Features by Category
Signature Process
9.2
60
Not enough data
8.6
56
Not enough data
9.5
61
Not enough data
8.9
57
Not enough data
8.7
59
Not enough data
7.4
53
Not enough data
8.2
55
Not enough data
8.8
56
Not enough data
Agentic AI - E-Signature
6.5
11
Not enough data
7.6
11
Not enough data
7.0
11
Not enough data
7.0
11
Not enough data
7.1
11
Not enough data
7.1
11
Not enough data
Security and Scalability
8.6
54
Not enough data
9.0
53
Not enough data
8.9
52
Not enough data
Platform
9.1
71
Not enough data
9.0
66
Not enough data
8.7
66
Not enough data
9.3
66
Not enough data
8.5
65
Not enough data
File Management
9.4
31
Not enough data
9.5
33
Not enough data
9.6
33
Not enough data
9.1
33
Not enough data
7.9
26
Not enough data
Agentic AI - Cloud Content Collaboration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration
9.4
31
Not enough data
9.6
33
Not enough data
9.0
27
Not enough data
8.7
26
Not enough data
Administration
9.5
34
Not enough data
9.2
31
Not enough data
9.6
31
Not enough data
9.2
28
Not enough data
9.3
27
Not enough data
9.4
33
Not enough data
Platform
9.1
41
Not enough data
8.9
34
Not enough data
8.9
33
Not enough data
8.8
34
Not enough data
Document Creation
7.7
10
Not enough data
6.8
10
Not enough data
7.2
9
Not enough data
7.2
10
Not enough data
7.7
10
Not enough data
8.3
10
Not enough data
Workflow
7.8
10
Not enough data
7.8
10
Not enough data
8.7
9
Not enough data
Analytics
7.0
10
Not enough data
7.5
10
Not enough data
7.8
10
Not enough data
Administration and Platform
8.6
11
Not enough data
9.1
11
Not enough data
8.0
10
Not enough data
8.5
10
Not enough data
7.3
8
Not enough data
8.8
8
Not enough data
Generative AI
6.0
7
Not enough data
Contract Management Platform Features
8.3
27
Not enough data
7.8
26
Not enough data
8.3
25
Not enough data
8.3
25
Not enough data
8.1
25
Not enough data
8.9
24
Not enough data
8.8
24
Not enough data
8.5
24
Not enough data
8.2
24
Not enough data
8.3
24
Not enough data
Generative AI
6.1
20
Not enough data
6.2
20
Not enough data
Agentic AI - Contract Management
6.3
9
Not enough data
Billing
8.8
13
Not enough data
7.7
13
Not enough data
7.7
13
Not enough data
6.4
13
Not enough data
Dunning
7.6
13
Not enough data
7.3
13
Not enough data
6.9
13
Not enough data
Performance
7.3
13
Not enough data
7.1
13
Not enough data
6.9
13
Not enough data
Reporting
5.9
11
Not enough data
5.5
10
Not enough data
5.5
10
Not enough data
Agentic AI - Subscription Billing
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
Setup
Not enough data
9.0
291
Not enough data
8.9
294
Not enough data
8.5
276
Not enough data
8.9
292
Management
Not enough data
8.3
279
Not enough data
8.6
271
Not enough data
7.9
226
Generative AI
Not enough data
7.8
103
Agentic AI - Workflow Management
Not enough data
7.0
10
Not enough data
8.1
9
Not enough data
7.0
9
Not enough data
7.3
11
Not enough data
7.5
10
Not enough data
7.2
10
Not enough data
7.2
9
Platform Additional Functionality
Not enough data
9.2
79
Not enough data
8.9
78
Not enough data
7.5
73
Not enough data
7.9
78
Platform Content
Not enough data
8.9
81
Platform Data
Not enough data
8.7
82
Agentic AI - Tax Practice Management
Not enough data
7.7
5
Not enough data
7.7
5
Not enough data
8.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Development
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Channels
7.3
13
Not enough data
7.1
13
Not enough data
4.1
13
Not enough data
Design
8.5
14
Not enough data
6.8
14
Not enough data
7.8
15
Not enough data
7.4
13
Not enough data
8.5
13
Not enough data
Generative AI
4.3
12
Not enough data
5.1
13
Not enough data
Payment Processing
9.4
9
9.6
8
9.4
9
7.7
8
9.3
9
6.7
6
9.3
9
8.3
6
Administration
9.5
10
9.4
6
9.5
10
8.3
5
7.8
10
8.9
6
8.7
9
8.7
5
9.1
9
8.0
5
9.1
9
9.3
5
9.3
9
9.3
5
Payment Options
8.3
9
8.7
5
9.3
10
8.9
6
Security
8.0
9
9.3
5
Platform
8.0
9
7.3
5
8.1
9
9.0
5
Content
8.1
152
Not enough data
7.8
138
Not enough data
8.6
152
Not enough data
8.9
149
Not enough data
8.8
142
Not enough data
Collaboration
8.5
149
Not enough data
9.0
154
Not enough data
8.2
147
Not enough data
7.8
136
Not enough data
6.7
130
Not enough data
6.4
128
Not enough data
Bill Generation
8.7
56
Not enough data
9.2
61
Not enough data
9.2
60
Not enough data
Bill Processing
8.2
56
Not enough data
7.8
50
Not enough data
8.7
57
Not enough data
Integration
8.3
52
Not enough data
8.6
58
Not enough data
7.8
45
Not enough data
Agentic AI - Billing
6.7
7
Not enough data
Onboarding Setup
9.1
26
Not enough data
8.5
26
Not enough data
7.6
26
Not enough data
Project Tracking
6.5
26
Not enough data
6.5
26
Not enough data
8.6
27
Not enough data
8.3
26
Not enough data
7.5
26
Not enough data
Customer Engagement
9.4
29
Not enough data
9.4
28
Not enough data
9.0
29
Not enough data
9.2
28
Not enough data
7.7
27
Not enough data
Functionality
8.8
49
Not enough data
8.3
47
Not enough data
9.1
51
Not enough data
8.7
52
Not enough data
Cloud Support
8.9
48
Not enough data
8.6
45
Not enough data
8.5
45
Not enough data
Automation
8.3
44
Not enough data
8.5
48
Not enough data
Customization
8.7
31
Not enough data
7.0
30
Not enough data
7.5
31
Not enough data
7.6
32
Not enough data
Additional Functionality
7.9
32
Not enough data
6.3
29
Not enough data
9.4
32
Not enough data
8.3
30
Not enough data
8.3
30
Not enough data
Communication
Not enough data
8.2
265
Not enough data
8.8
272
Not enough data
8.8
252
Collaboration
Not enough data
9.3
284
Not enough data
9.4
279
Not enough data
Feature Not Available
Billing
Not enough data
8.1
252
Not enough data
7.6
233
Not enough data
6.7
200
Onboarding
Not enough data
9.0
270
Not enough data
9.2
265
Not enough data
8.9
250
Visibility
Not enough data
9.2
281
Not enough data
8.2
231
Not enough data
8.1
244
Not enough data
8.4
243
Not enough data
8.8
252
Not enough data
8.4
240
Agentic AI - Accounting Practice Management
Not enough data
8.0
18
Not enough data
8.6
20
Not enough data
7.6
18
Agentic AI - Accounting & Finance
Not enough data
Not enough data
User Interface Design
8.5
12
Not enough data
9.2
13
Not enough data
9.1
11
Not enough data
9.4
12
Not enough data
Data Control
9.7
11
Not enough data
9.2
11
Not enough data
8.6
11
Not enough data
Publishing
9.3
12
Not enough data
8.9
12
Not enough data
9.1
11
Not enough data
Agentic AI - No-Code Development Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customizations
9.4
8
Not enough data
9.6
8
Not enough data
9.4
8
Not enough data
9.5
7
Not enough data
Growth
8.9
6
Not enough data
9.5
7
Not enough data
9.0
5
Not enough data
9.2
6
Not enough data
9.2
6
Not enough data
Content
9.5
7
Not enough data
9.3
7
Not enough data
9.3
7
Not enough data
9.2
6
Not enough data
Support
9.7
6
Not enough data
Categories
Categories
Shared Categories
Assembly and Karbon are categorized as Payment Processing
Unique Categories
Assembly is categorized as Client Portal, Client Onboarding, Customer Communications Management, Subscription Billing, Cloud File Storage, Online Form Builder, No-Code Development Platforms, Website Builder, Cloud Content Collaboration, E-Signature, Billing, Proposal, Contract Management, and Workplace Innovation Platforms
Karbon is categorized as Workflow Management, Accounting Practice Management, and Tax Practice Management
Reviews
Reviewers' Company Size
Assembly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Karbon
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
25.0%
Accounting
14.2%
Consulting
7.8%
Financial Services
7.1%
Information Technology and Services
5.2%
Other
40.7%
Accounting
95.6%
Financial Services
1.5%
Consulting
1.0%
Marketing and Advertising
0.5%
Law Practice
0.3%
Other
1.1%
Discussions
i want a software to save my document files
3 Comments
MH
Works wondersRead more
Assembly has no more discussions with answers
Can you tell me more about Aliases? or Can you make a webinar for this topic?
1 Comment
LM
Hi Ciara, are you referring to using an alias email address, and using that with Karbon? If so, this help article might be helpful:...Read more
Please tell me you are not going to remove "To Do",and the ability to focus in on only Today's Tasks
1 Comment
MD
Karbon is working towards a more thoughtful approach to work. The end result will be different in many ways but will not be worse overall and will be better...Read more
Can I use karbon with IG, FB
1 Comment
MD
There are no native social integrations built in Karbon, but the possibilities are endless when using the open API.Read more
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