The accounting client portal your clients won't ignore

Built for how accountants work and designed for how clients think — so your branded portal becomes the hub your clients actually return to. Onboarding, file requests, contracts, billing, and messaging in one place.

Stop duct-taping your accounting workflow together

Assembly replaces the chaos of juggling ShareFile for files, DocuSign for contracts, and email back-and-forth with a single branded portal your team sets up in an afternoon — and your clients navigate in minutes.

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."

From first impression to final invoice — all in one place

No more chasing and reminders. Leverage automated invoices, subscriptions, and self-serve payments offerings that you create. Accept ACH or credit card through secure checkout, so you get paid faster.

InvoicingMessagingForms

See how real accountants use Assembly

Watch Jason on Firms discuss how to use Assembly for your CPA or bookkeeping firm.

Accountants: Build This ONCE, And Your Firm Gets Easier To Run

Leah McCool transformed her bookkeeping practice, rapidly growing her client base while cutting onboarding time by 75%, using Assembly's integrated client portal platform.
400%
Client growth
75%
Faster onboarding
80%
Less email back-and-forth

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.
Security
Keep data safe with enterprise-grade SOC 2 and HIPAA compliance.
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

Does Assembly work for accounting and tax firms?

Yes — Assembly serves accounting, bookkeeping, and tax firms with a full suite of client management tools including a branded client portal, document sharing, eSignatures, invoicing, payment processing, task management, and workflow automation. Firms can embed specialized tools like tax organizers and reporting dashboards directly into the client portal.

Can clients with multiple businesses or both personal and business accounts use one login?

Yes—Assembly was specifically designed for this. You can assign a single client to multiple companies, and companies can represent anything: separate businesses, divisions, family entities, personal vs. business accounts, and more. You can even rename "company" to whatever term fits your practice—space, family, organization, etc.

Is my clients' data secure?

Absolutely. Assembly provides SOC 2 compliance, end-to-end encryption, and secure file sharing with access controls. The branded portal also reinforces professionalism—when clients log into a polished, secure environment with your firm's branding, it builds trust in your practice. Whether your clients are individuals, businesses, or organizations handling sensitive financial data, they can feel confident their documents and communications are protected.

Your clients deserve it. And so do you.