Vivienne Chen

Product Marketing Lead at Assembly. Vivienne writes about client experience and client management.

Tools & Tips

11 Best agency billing software for invoicing and getting paid

Agency billing software automates invoices and payments, but many have steep learning curves. After testing dozens, here are 11 that simplify billing in 2026.

Tools & Tips

Moxo review: Pricing, pros, cons, and is it worth it in 2026?

Moxo reviews call it powerful for client work, but the setup demands a big time investment. Here's what I found testing its features, pricing, and usability in 2026.

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5 Free customizable social media contract templates for 2026

Social media contract templates set clear terms for payment and deliverables. Here are 5 free customizable agreements for different social media services.

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11 Best Bloom alternatives for client & task management in 2026

Bloom alternatives work well when you need more flexibility. I tested dozens and found 11 with better control over contracts, invoicing, and collaboration in 2026.

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TaxDome vs Karbon vs Assembly: Best for accounting in 2026?

Comparing TaxDome vs Karbon vs Assembly isn't straightforward because each prioritizes different things. Learn which one matches your firm's needs in 2026.

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How to create a customer portal: Step-by-step guide for 2026

Learning how to create a customer portal shouldn't require thousands of dollars. This guide covers essential features, the 6-step process, and the 5 best tools for 2026.

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Top 11 Moxo alternatives & competitors: An honest review [2026]

Moxo covers client communication, but you may need separate project tracking. I tested many tools to find 11 that handle collaboration and delivery together.

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11 Essentials to include in client contracts (examples & template)

Vague client contracts can lead to issues like scope creep. Here are 11 must-have elements that keep projects on track and protect your business in 2026.

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How to write a marketing proposal in 10 steps + templates [2026]

Knowing how to write a marketing proposal helps you win more clients. Discover 10 steps to writing effective pitches, plus examples and templates for 2026.

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27 Best remote team software tools for collaboration in 2026

Remote team software can make or break distributed work. I tested dozens and found 27 tools that actually improve collaboration and productivity in 2026.

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What is a project implementation plan? Template + example 📝

Project implementation plan templates save time, but many lack essential components. Here's what to include and how to create an effective template in 2026.

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16 Best client portal software tools in 2026: Features & pricing

Good client portal software should eliminate scattered emails and lost files. I tested the top platforms and found 16 tools that give clients visibility in 2026.

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SuiteDash pricing plans: Features, pros, and cons in 2026

SuiteDash pricing uses flat rates, but automation tools and storage differ vastly between tiers. I analyzed each plan, and here's what you actually get in 2026.

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How to deal with difficult clients: 11 proven strategies

Problematic clients damage team morale and drain resources. Here are 11 strategies for how to deal with difficult clients now and prevent similar problems later.

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What is customer collaboration? 9 tips + examples in 2026

Customer collaboration requires deliberate systems, not just responsive teams. Learn 9 tips to help you speed up approvals and reduce back-and-forth in 2026.

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10 odd but effective ways to get graphic design clients in 2026

Many designers chase the same crowded channels for clients. Here are 10 overlooked strategies that help you stand out and avoid competing on price in 2026.

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31 Best project management software for consultants for 2026

roject management software for consultants ranges from basic task boards to full client portals. Here are the 31 best tools for consulting workflows in 2026.

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How to set your bookkeeping services rates: Full guide for 2026

Hourly bookingkeeping service rates can cap your income. Learn two better pricing models that let you charge what you're actually worth in 2026, with an example package.

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How to get marketing clients in 2026: 18 strategies

Cold outreach only gets you so far when getting marketing clients. Discover 18 strategies that build predictable pipelines in 2026, from positioning to referrals.

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7 Ways to use ChatGPT for accountants (and what not to do)

Using ChatGPT as an accountant can save time or create liability, depending on how you apply it. Learn 7 effective ways to use it and what to avoid in 2026.

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Hello Bonsai pricing plans: Is it still worth it in 2026?

Hello Bonsai pricing starts low per user, but costs stack fast as your team grows. I compared all four tiers, plus the hidden payment fees, to help you budget in 2026.

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Hello Bonsai review 2026: Good for freelancers? [Tried & tested]

Hello Bonsai reviews praise the templates and clean interface, but payment delays keep frustrating users. I tested it in 2026, and here's what I found.

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How do you onboard new clients? 6 stages + templates for 2026

Learning how to onboard new clients the right way takes more than a welcome email. Here’s how to do it in steps, with templates and checklists in 2026.

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Accounting firm automation guide (2026): +11 ideas to try

Accounting firm automations cut manual work, but many firms automate the wrong tasks first. Learn 11 automation ideas and how to implement them in 2026.

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31 Best marketing project management software for 2026

I tested many project management software options for campaigns, content, and client delivery. Learn which of the top 31 platforms fits your team in 2026.