![Aminder M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aminder M.")
AM

Aminder M.

Founder &amp; CEO

Small-Business (50 or fewer emp.)

7/9/2026

"Quick, Seamless Onboarding with Time-Saving Rules, Billing, and Client Communication"

5/5

What do you like best about Assembly?

The onboarding experience for my clients is quick and seamless. I can set rules that save me time. Billing and invoicing is also made easy and I like that I can use it as my primary platform to communicate with clients and keep track of outstanding tasks. Review collected by and hosted on G2.com.

What do you dislike about Assembly?

Some of the features could be refined further. For example, not being able to assign multiple users to the company profile. I want to be able to assign individual tasks that can't be seen by other members of the company but sometimes I do need shared tasks so it makes it difficult to track. Allowing for my rules customization would be nice so that I can create rules such as at a given time in the month assign this task to the client. Alot of my work is reoccuring so having to create tasks each month and manually assign takes up precious time. I also wish there was a way to assign different scheduling apps to different clients. I have different levels of services and some clients have longer monthly meetings and not having the ability to tailor this forces me to do it manually outside the platform. Also, pricing is high when adding additional users. As I grow my team I'm aware of the hige cost I have to pay if I don't want all the users to see all the clients. I wish there was a cheaper option here. Review collected by and hosted on G2.com.

What problems is Assembly solving and how is that benefiting you?

It helps me communicating with my clients and a safe platform to collect sensitive information and documents. Having invoicing in one platform is nice as well. Though there are issues with mapping invoicing into QBO each month. Review collected by and hosted on G2.com.

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Response from Jordan Wechsler of Assembly

[Editedit](https://www.g2.com/survey_responses/assembly-review-13086271/official_response/edit)

Thank you for the detailed review.

We're glad the onboarding, rules, billing, and client communication are saving you time. Thanks for trusting Assembly with your client work.

Current UserValidated ReviewerIncentivizedSource: Seller invite

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4.7 out of 5 · Verified reviews from real users

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