Assembly @assemblycom

(Formerly Copilot). Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. assembly.com Joined May 2020

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2K
Following

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126

Assembly @assemblycom

a month ago

Do you serve clients who own multiple companies? Our client portal + CRM now has even more flexible client management relationships with "multi-company clients!" Perfect for: - accountants who do both personal and business taxes - marketers whose clients manage multiple brands -…

assemblycom tweet picture

Assembly @assemblycom

2 months ago

Summer 2025 Releases are here! ☀️🏖️🕶️ We’ve shipped major upgrades to help your firm run smoother, including: - An improved QuickBooks Online integration - Automated client reminder emails - Magic file folder links, a new client billing view and more! Details here ➡️…

assemblycom tweet picture

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