![Leah M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Leah M.") LM Leah M. Owner Small-Business (50 or fewer emp.) 2/3/2025 More Options - - [Respond as Assembly](https://www.g2.com/survey_responses/assembly-review-10793980/official_response/new) "I love it, my clients love it - can't say enough good things." 5/5 What do you like best about Assembly? My small accounting practice was growing, and I needed a solution to manage new client onboarding, and general secure file sharing, communication, and billing. I wanted to build out my client portal myself, and I needed to do it fast. I also wanted my client's experience to be easy. I had explored several other softwares I've heard about through my network, and they were SO time consuming for me to set up, mostly because they are so customizable, in addition to having countless zapier integrations and stuff I didn't care about. Then, I found Copilot in the Google search results. From the beginning, the setup was so easy and intuitive, without compromising on the quality of the experience AND is still customizable where it matters. It's so user friendly, and my clients have loved it for this reason. I also really appreciate how sleek and modern it is. I was able to build out my client portal over a weekend. Its also really cool that you can create a test client and practice everything before sending to a real client. Customer support is quick to respond. I use this software every day with my clients, as the messaging feature allows us to minimize email clutter. My favorite app is the Tasks app, which is a very simple and effective project management-ish app. Review collected by and hosted on G2.com. What do you dislike about Assembly? There are a few features I've suggested to support, who have been very receptive to the feedback: - Integration limitations: (a) Doesn't yet integrate with Xero, my accounting software. (b) All integrations with popular apps (Notion, etc) are only for client facing purposes, not internally facing. - Project Management: Tasks app has a ton of potential for internally-facing project management, but for right now, gets the job done fine since I'm a solo-firm owner. I'd love to see more features here for categorizing tasks and bulk actions! - Forms: Would be fantastic to see more options here for different questions prompted based on responses to one-answer questions. Review collected by and hosted on G2.com. What problems is Assembly solving and how is that benefiting you? Billing Secure file sharing and storage Messaging Meeting scheduler Contract management Forms Review collected by and hosted on G2.com. Show More ![Assembly](https://play.vidyard.com/9R2Zuz4UuXK3hbdqhurymC.jpg "Assembly") Rating Updated (3/13/2025) Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller See what 322 reviewers think of Assembly 4.7 out of 5 ยท Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/assemblysoftware/reviews)