Announcements Featured

Fall 2025 Edition

We’ve released 50 product improvements this month to support you and your clients’ experience.

Tools & Tips

19 Best DocuSign alternatives: Features & pricing in 2026

DocuSign alternatives have changed fast, and some now offer more features for less money. I tested dozens and found the 19 best competitors for teams in 2025.

Tools & Tips

13 Best client portals for accountants in 2025: Features & pricing

Client portals for accountants can simplify billing and communication when the setup matches your firm. Compare 13 options by price and features in 2025.

Tools & Tips

TaxDome pricing plans, features, and alternatives in 2025

TaxDome pricing starts at $700 a year, but that’s rarely the full cost. I’ll explain how plans, add-ons, and renewals affect what you actually pay in 2025.

Tools & Tips

Dubsado reviews: Pricing, pros, and cons in 2026

Dubsado reviews show it’s powerful but complex. I spent time testing it to see if the learning curve is worth it for growing service businesses in 2026.

Tools & Tips

HoneyBook reviews: Pros, cons, and is it worth it in 2026?

HoneyBook reviews reveal that it’s powerful but pricey for smaller teams. I tested it myself to see who it's really for and if it’s worth it in 2026.

Tools & Tips

Top 6 TaxDome alternatives for 2026 [tested and reviewed]

TaxDome alternatives are worth exploring if your firm finds TaxDome’s pricing restrictive. Here are 6 competitors that make client work easier in 2026.

Tools & Tips

22 Best professional services automation software in 2026

Professional services automation software can transform how firms manage projects and profits. I tested leading platforms to find 22 worth your time in 2026.

Tools & Tips

15 Best client onboarding software for agencies tested in 2025

Some client onboarding tools overpromise on speed, ease of use, and automation. I've tested many and found 15 that help make onboarding simpler in 2025.

Tools & Tips

23 Best SEO client management software for agencies in 2026

SEO client management software claims to save time, but hidden limits make many tools frustrating for agencies. I tested many and picked the 23 best in 2026.

Tools & Tips

How to figure out your CRM requirements (+ free template)

Having a checklist of CRM requirements helps you avoid wasted features and costly mistakes. Learn what features to pick and get my free template for 2025.

Tools & Tips

Customer health score: definition, how to use, & 4 key metrics

A customer health score shows if clients will stay or churn, but many businesses overcomplicate it. In this guide, I’ll explain what it is and how to keep it simple.

Tools & Tips

How to choose a CRM: 13 things to consider

Knowing how to choose a CRM saves time and drives growth, but the wrong pick leads to high costs. Let's look at 13 things to check before you buy.

Tools & Tips

10 Client communication tips: top ways to improve in 2025

Good client communication helps keep clients loyal and prevents churn. Learn 10 ways to make your conversations clearer and more effective in 2025.

Tools & Tips

24 Best Staffing Agency Software of 2026: Features, Pros, & Cons

Staffing agency software should make work easier. I tested dozens and found the 24 best that save you time, including Assembly, Bullhorn, and Zoho Recruit.

Tools & Tips

CRM vs marketing automation: key differences & benefits

Comparing CRM vs marketing automation means weighing sales tracking against campaign management. Learn what each does and how to choose one in 2025.

Tools & Tips

The complete guide to productized services (2025 edition)

Learn what a productized service is, how to build one, and gain inspiration from real examples and pricing strategies to create predictable MRR.

Tools & Tips

Planhat vs Gainsight: Which tool should you pick in 2025?

Trying to decide between Planhat vs Gainsight? In this article, I'll break down the pros and cons of each so you can find the better option for you.

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

How to create a Squarespace client portal (easiest guide)

Learn how to create a Squarespace client portal, boost user experience, and streamline your business communication in this easy six-step guide.

Tools & Tips

33+ best marketing agency tools you need to grow in 2026

Here's a list of some of the best marketing agency tools that I, and many others use, to start, run, and grow our marketing agencies.

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.

Tools & Tips

5 amazing client portal templates for any type of service

Looking for the best client portal templates to take your agency to the next level? Here are my favorite ones that will impress any type of client.

Tools & Tips

4 successful agency pricing models (with real examples)

Starting an agency can be fun, but figuring out your pricing? Not so fun. Here are the best agency pricing models you can use when starting.