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Description
Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.
Description
A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).
API Access
Has API
Yes
API Access
Has API
No
Integrations
Calendly
Yes
Google Sheets
Yes
QuickBooks Online
Yes
Stripe
Yes
Xero
Yes
Zapier
Yes
Ace Cloud Hosting
No
Acuity Scheduling
Yes
Axis LMS
No
ClickUp
Yes
Integrations
Calendly
Yes
Google Sheets
Yes
QuickBooks Online
Yes
Stripe
Yes
Xero
Yes
Zapier
Yes
Ace Cloud Hosting
Yes
Acuity Scheduling
No
Axis LMS
Yes
ClickUp
No
Pricing Details
$29 per month
Free plan available (5 active contacts, 1 internal user, 3 apps). Starter $29/mo, Professional $99/mo, Advanced $499/mo billed annually ($49 / $139 / $599 monthly). Enterprise from $2,000/mo. Extra apps $5/mo, extra build credits $0.60 each.
Free Trial
No
Free Version
Yes
Pricing Details
$58 per month
TaxDome is an award‑winning, end‑to‑end practice management platform built for tax, bookkeeping, and accounting firms. It unites CRM, client portals, task workflows, document management, billing, and AI‑powered automation — all in one cloud‑native hub. Notably, TaxDome has earned the Comprehensive Firm Workflow Solutions award from the CPA Practice Advisor Readers’ Choice Awards two years in a row, underscoring how deeply practitioners trust its unified workflows to power everything from client intake to engagement, billing, and delivery.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Assembly.com
Founded
2020
Country
United States
Website
assembly.com
Vendor Details
Company Name
TaxDome
Founded
2017
Country
United States
Website
taxdome.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
No
Document Archiving
No
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
No
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
Yes
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Portal
Chat
Yes
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
Yes
Project Accounting
No
Purchase Orders
No
Tax Management
Yes
Accounting Practice Management
Approval Workflow
Yes
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
For CPA Firms
Yes
Project Management
Yes
Staff Management
Yes
Time Tracking
Yes
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
Cash Management
No
Collections
No
Expense Tracking
No
Fixed Asset Management
No
General Ledger
No
Payroll
No
Revenue Recognition
No
Spend Management
No
Tax Management
Yes
Tax Practice Management
Approval Process Control
Yes
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
