Announcements Featured Assembly is now available in ChatGPT & Claude Manage your client relationships in your favorite AI tools with the Assembly MCP.
Announcements Featured Q2 2026 Release Featuring: audit log, bulk file management, and more actions in the CRM
Tools & Tips 1250+ Accounting firm names for inspiration (+ free download) Picking an accounting firm name involves more than it looks, from trademark checks to state compliance rules. I compiled 1,250+ ideas to help you get started.
Announcements Introducing Assembly 2.0 AI-powered customizability and context that meets you where you are.
Announcements Winter 2025 Edition Assembly announces a Xero integration, task automations, and more, to wrap up 2025.
Announcements Fall 2025 Edition We’ve released 50 product improvements this month to support you and your clients’ experience.
Tools & Tips 10 Client communication tips: top ways to improve in 2026 Good client communication helps keep clients loyal and prevents churn. Learn 10 ways to make your conversations clearer and more effective in 2025.
Announcements Meet Assembly — the AI-powered platform for professional service firms Since 2020, thousands of firms have used our platform to deliver a better client experience. Today we’re changing our name from Copilot to Assembly and rolling out our largest release yet — including our first step into AI Agents.
Announcements Assembly Assistant is in beta Learn more about Assembly Assistant, the AI colleague who helps professional service businesses provide better customer experiences.
Tools & Tips 10 client acquisition strategies that work (with examples) An expert shares proven-to-work client acquisition strategies and shows how you can implement them to grow your business.
Announcements Introducing multi-company clients Customizing your client experience is easier and more flexible now that you can assign “clients” to multiple “companies” and rename these terms to your business.
Tools & Tips Clinked review: An honest look at this client portal In this Clinked review, we go over who Clinked is best for, how it works, it's pros and cons, and if it's right for your service business.
Tools & Tips 8 client outreach examples to grow your clientele in 2025 Looking for some client outreach examples and ideas to help you close more deals? Here are my eight favorite ways to grow a client base in 2025.
Tools & Tips 8 powerful ways to find more B2B clients in 2025 Looking to get more B2B clients? In this article, we'll go over eight different strategies you can use to find more prospects for your business.
Tools & Tips 11 Best productized service software to scale your agency [2026] Looking to scale your agency or freelancing business? Here are our top favorite productized service software and tools to help you do just that.
Tools & Tips How to create bookkeeping pricing packages (3 examples) Learning how to create bookkeeping pricing packages is integral to running your business. In this article, we'll explore options and give real examples.
Announcements Summer 2025 Edition Summer just got more productive with an upgraded QuickBooks sync, automatic reminder emails, and other refreshing updates.
Tools & Tips How to automate your freelance client onboarding in 2025 In this guide, we'll go over a six-step freelance client onboarding checklist to make sure you make a great first impression every time.
Tools & Tips Ecommerce for services: Build your own online service store Looking for the ecommerce for services? In this article, I'll show you how to sell your services like an ecommerce business owner. Yes, it's possible.
Tools & Tips Shopify for service businesses: How to run a top agency Looking for the Shopify for service businesses? In this article, I'll show you how to run your service business like an Shopify ecommerce store.
Tools & Tips 6 step guide to automating client onboarding for agencies In this guide, we'll go over a six-step client onboarding for agencies checklist to make sure you make a great first impression every time.
Tools & Tips 7 best file sharing software of 2025 (features + pricing) Learn about the best file sharing software on the market right now and what features to look for when deciding to pick one.
Tools & Tips How modern accountants automate client onboarding in 2025 Discover our full guide on client onboarding for accountants. Learn how to automate your onboarding process to create a great client experience.
Announcements Introducing Shopify-like stores for professional services Bring the best of eCommerce to your professional firm. Create a custom storefront for your services.
