Vivienne Chen

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

Tools & Tips

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.

Tools & Tips

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.

Tools & Tips

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.

Tools & Tips

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.

Tools & Tips

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.

Tools & Tips

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.

Tools & Tips

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.

Tools & Tips

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.

Tools & Tips

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.

Tools & Tips

9 Best CRMs with invoicing tools in 2026: Features and pricing

CRMs with invoicing promise faster billing, but the wrong setup can still slow your quote-to-cash flow. Here are the 9 best tools I found after testing in 2026.

Tools & Tips

20 Best white label project management software: Tested in 2026

White label project management software lets you brand your workspace, but full customization often costs extra. I tested dozens to find the 20 best in 2026.

Tools & Tips

Top 9 Tools To Automate Invoice Processing: + Full 2026 Guide

You can automate invoice processing to cut busywork, but messy workflows can still slow your billing. Learn how to do it right with the top 9 tools in 2026.

Tools & Tips

Top 12 legal document management systems for law firms [2026]

Legal document management systems help organize case files, but many lock tools behind steep upgrades. I tested dozens, and these are the top 12 in 2026.

Tools & Tips

ManyRequests pricing plans and features: Is it worth it in 2025?

ManyRequests pricing can seem predictable, but some key limits can change the math fast. Learn how each plan works and how to choose yours in 2025.

Tools & Tips

Hubflo reviews: Key features, pros, cons, and pricing in 2025

Hubflo reviews highlight a smooth setup process, but pricing tiers and customization gaps make buyers pause. Here's what I found when I tested it in 2025.

Tools & Tips

Hubflo pricing plans: Features and alternatives in 2025

Hubflo pricing fits small teams, but costs can climb quickly as you add more people. Learn how each plan works and see the 3 best alternatives for 2025.

Tools & Tips

11 Best client management software for CRM and projects [2025]

The best client management software tools help solve issues like slow client handoffs and missing notes. I tested dozens and found the 11 best tools in 2025.

Tools & Tips

11 Best SuiteDash alternatives and competitors in 2025

SuiteDash alternatives simplify setup, but many still slow teams with cluttered menus, lag, or limited integrations. I tested dozens, these are the 11 best in 2025.

Tools & Tips

Best CRMs for small consulting businesses: Full guide + 10 tools

Discover the 10 best CRMs for small consulting businesses in 2025. I tested the top tools, and these are my picks for managing notes, tasks, and client updates without losing track of work.

Tools & Tips

11 Best Canopy competitors for accounting and tax pros in 2025

If you don’t want to pay for a dozen add-ons, you can switch to Canopy competitors that offer an all-in-one system. I tested the leading options and found the 11 best for 2025.

Tools & Tips

How to fire a client nicely and politely in 2025 (+ script included)

Knowing how to fire a client helps when a difficult partnership starts affecting your team’s pace. Here’s how you can manage the exit with a clear plan in 2025.

Tools & Tips

Client onboarding dashboard: What it is & what to include in 2025

A client onboarding dashboard can speed up your clients’ launch or slow it down if it’s built poorly. Learn what to include and how to build yours in 2025.

Tools & Tips

41 Best software for help desks: Tested and compared for 2025

Software for help desks can support your team with faster handoffs and clearer records, or lead to costly add-ons. Here are the top 41 platforms in 2025.

Tools & Tips

ManyRequests reviews: Features, pricing & is it worth it in 2025?

ManyRequests reviews highlight simple request tracking but mention limits with pricing and team seats. I tested it to see how it performs for agencies in 2025.

Tools & Tips

13 Best CRMs for Accounting Firms, Bookkeepers, & Tax Pros

CRMs for accounting firms often miss steps like document control and client follow-up. I tested dozens and these are the top 13 tools for accounting workflows.