Make secure, white-labeled customer portals

Impress clients with a modern customer experience that streamlines onboarding, communication, and payments in your own branded client portal.

Give your clients a unified experience

Assembly’s white-labeled client portal delivers a one-stop shop customer experience, with instant chat messaging, file sharing, eSignature contracts, invoicing, and more — managed in one place.

Onboarding Collaborate Helpdesk Messaging

Kyle Pearson
Founder & CEO, Collective CPA
"Assembly was the only one that let us flexibly build our own version of a client portal, uniting elements of their technology with existing external core applications that we wanted to keep using."

Integrate with tools you already use

Embed services you already use with clients, from dashboard visualization tools to task management apps, and consolidate your client experience into one place.

Polished, branded client portals

Provide clients with an elevated, white-labeled, and professional experience with client-facing software that perfectly reflects your brand. Assembly makes it simple to build functional, branded agency client portals your customers will love.

Theme customization

Customize your brand assets, typography, colors, and authentication experience.

Custom domain and email domain

Maintain brand consistency with a custom subdomain for your portal on your site.

Google SSO & Magic links

Once you create a client, you can instantly send invoices, forms, contracts, and more, allowing clients to complete actions seamlessly without a password.

Reply via eMail

If you message clients from the Assembly Dashboard, they’ll get an email notification and can reply directly from their inbox — no portal needed.

More than just a client portal

Invoicing
Create invoices for your clients to pay via credit card or ACH.
Automations
Set up workflows that save you time with client management.
Subscriptions
Automate recurring payments and billing cycles for predictable revenue
File-sharing
Share files and documents securely with easy client access and permissions.
Tasks
Manage tasks seamlessly across your team and clients in one place.
CRM
Manage client relationships and track every interaction in one hub.
Forms
Create custom intake forms to collect client information efficiently.
Contracts
Send professional agreements with built-in eSignatures.

Frequently asked questions

What is a client portal?

A client portal is a secure, online hub where businesses and their customers can communicate, share files, manage billing, and collaborate in real-time.

What features should I consider when choosing a client portal software?

When selecting client portal software, look for features that enhance security, user experience, and business efficiency. Key features to prioritize include:

• Secure messaging and file sharing
• Custom branding and white-labeling
• Integrated billing and e-signatures
• Client onboarding workflows
• Automations and integrations
• Mobile accessibility

What makes Assembly’s client portal unique compared to others?

Assembly stands out by offering a fully customizable, no-code client portal that combines sleek design with powerful functionality. Unlike generic portals, Assembly includes:

• White-labeled branding, including custom domains and colors
• Modular apps like messaging, billing, forms, and help desks
• Seamless integrations with tools like Stripe, Zapier, and Airtable
• Enterprise-grade security, including SOC 2 compliance and optional HIPAA compliance

Can Assembly's client portal be white-labeled?

Yes, Assembly offers complete white-labeling options on Advanced and Professional plans. You can customize your client portal with your own logo, brand colors, and domain, creating a fully branded experience that feels like an extension of your business.

Is Assembly a no-code client portal or do I have to program?

Yes, Assembly is a true no-code client portal platform. You don’t need any technical expertise or programming skills to set up, customize, or manage your portal.

Does Assembly offer a secure client portal?

Yes, Assembly’s client portal software offers enterprise-level data privacy and security for your client communications. Our platform is compliant with HIPAA, SOC 2, CCPA, and GDPR.