I like the usability of the client portal the most. It's very detailed, yet simple to explain/navigate Review collected by and hosted on G2.com.

So far, no dislikes. I've purchased it for the year since it was such a big discount, but have only been using it for a month Review collected by and hosted on G2.com.

It is easy to setup and configure. The ability to easily create separate 'areas' for each of our clients saves a lot of time and eases concerns around data security and access.

The integrations are excellent and allowed us to use many of our current assets on google workspace like forms.

Everything loads quickly and the site performance is great. I find google forms and data studio dashboards load quicker in assembly than in google workspace which is surprising but very welcome. Review collected by and hosted on G2.com.

At the beginning I found it a small bit difficult to understand companies and contacts and their uses, but once I read up on it it was okay Review collected by and hosted on G2.com.

I like Assembly for its simple UI, which makes it easier to manage client resources. The accessibility is fairly simple, allowing me and my clients to access stored files securely from a centralized location at any time. Assembly effectively handles client messaging and lead inquiries by providing a platform for sharing files that require review before signing engagements. It also solves problems like emailing documents, organizing files for multiple clients locally, and safeguarding client information in a secure server. The initial setup was very easy. Review collected by and hosted on G2.com.

Customizability options are lacking, and some clients get confused as to where things are. Instructions should be provided to the client when they first use a magic link to login, guiding them on how to continue accessing their dashboard going forward. That should be the first call-to-action when a client enters—to properly sign up so they can continue using the dashboard at will. Some clients also have zero issues and use it fine without any further instruction. Review collected by and hosted on G2.com.

It’s easy to use, with a simple, easy-to-navigate interface. The client portal looks professional and does a great job of bringing many items together in one place. The ability to assign tasks and use that workflow, rather than relying on email, is a great time-saver. The recently added automatic task follow-ups are also very helpful and reduce the time spent tracking down overdue tasks. Review collected by and hosted on G2.com.

The desktop app could be quicker. It can take some time to load, and jumping from one screen to another isn't always seamless. Review collected by and hosted on G2.com.

Automation, pipelines, team clarity now! Review collected by and hosted on G2.com.

Limited customization, reporting depth ability to edit invoices. Review collected by and hosted on G2.com.

I love how clean and easy to use the platform is. Setting up my client portal was easy to navigate and seamless to set up. Review collected by and hosted on G2.com.

I wish there were more integrations with more tools or that a few of the custom options could be available at the Starter plan. Review collected by and hosted on G2.com.

I use Assembly for my financial planning firm, and what's really great is the client onboarding process. I'm able to assign immediate tasks that remind clients to fill out their financial planning questionnaires, ensuring they don't forget. I can also assign onboarding tasks, like reading documents or finding account statements, which streamlines and makes the process fluid. It makes it easy for clients to check off tasks. I also really like the features that allow me to customize and add ways for clients to log in and set up appointments with me. I can add different sections for booking appointments, and clients can access their financial planning questionnaires directly from the platform. The ability for clients to access anything they need, including external links directly from Assembly, is very helpful. Review collected by and hosted on G2.com.

I would unselect the embed feature for other documents or sites to be much better and more interactive. I'd rather my clients be able to just access and utilize those sites directly from the embed in Assembly. Review collected by and hosted on G2.com.

It was very easy to set up and felt very intuitive. I love having all the plugins and tools we already use daily in one place, which makes the overall experience more cohesive for our clients. Review collected by and hosted on G2.com.

I honestly don’t really see a downside to using it. I love that you can create automations and hook your clients in from the very beginning by having them sign your agreement right from the portal. Review collected by and hosted on G2.com.

I use Assembly as a client portal for my bookkeeping business and it provides an encrypted environment to share confidential financial information. I like that it consolidates everything, including payments and contracts, in one place. I'm glad I can have the payment processing fees be charged to my clients, which is crucial for maintaining my profit margin. Additionally, I appreciate the magic links feature because it prevents my customers from getting frustrated when they forget their passwords. I don’t want a software that frustrates my clients. Setting up Assembly went smoothly, especially because I watched Chloe’s YouTube videos. Review collected by and hosted on G2.com.

The services section of the billing app is a little clunky. It took me a few tries to delete and recreate services that were recurring instead of one-time. I didn’t realize that subscription items had to be listed as recurring when I created the service item. Review collected by and hosted on G2.com.

I really like how easy Assembly is to customize and configure for my small business as a solopreneur. The platform is very configurable, and they're always doing updates and accepting new kinds of app builds that you can put into your Assembly portal. I appreciate their plans and the flexibility of functionality across their plans, which allows you to still get a great deal of functionality and support on the free plan versus more of their paid tiers. My clients have also told me that using Assembly has been really, really easy for them as well. Plus, I love the API functionality they provide on their paid tiers, which allows me to hook up advanced tech into Assembly. The initial setup was super easy, and I was able to do it in less than fifteen minutes. Review collected by and hosted on G2.com.

I wish Assembly had a little bit more integrations with accounting tools like 1-800 Accountant. That would be a little bit more helpful for someone who's just starting out. Review collected by and hosted on G2.com.