Blog/Author
Marlon Misra
Cofounder/CEO at Assembly
193 posts
How to create a web portal: Quick and easy guide for 2025
Looking to learn how to create a web portal for your business website? You've come to the right place. Here's the easiest guide you can find.
Marlon MisraApr 11, 2025SuiteDash vs GoHighLevel: An honest comparison for 2025
Trying to decide between SuiteDash vs GoHighLevel? In this article, I'll break down the pros and cons of each so you can find the better option for you.
Marlon MisraApr 10, 2025The best way to invoice clients (with the lowest fees)
Looking for the best way to invoice clients? Check out our guide on how to minimize payment fees and maximize profits from your services.
Marlon MisraApr 10, 2025Spring 2025 Edition
With our 2025 Spring Edition, we introduce magic links, payments, a new Billing API, and more.
Marlon MisraApr 9, 2025ShareFile vs SmartVault: An honest comparison for 2025
Can't decide to go with ShareFile vs SmartVault? In this article, we'll do a teardown of both platforms (and a third) to help you make a decision.
Marlon MisraApr 9, 202510 best SmartVault alternatives and competitors in 2026
Looking for a SmartVault alternative? Here are our favorites that will help manage documents, create client portals, send invoices, and much more.
Marlon MisraApr 7, 202510 best Canopy alternatives you have to check out in 2026
Looking for the best Canopy alternatives in 2026? Discover our top 10 picks to optimize your workflow and elevate your accounting business.
Marlon MisraApr 2, 20252025 Collaboration Edition
Introducing the Collaboration Edition – built to help you collaborate effortlessly with your team and clients. Internal Notes You can now add notes to clients and companies. Internal notes are visible only to you and other internal users with access and can be edited after creation. Notes are located on the sidebar of client and company detail pages. Use the slash (/) command to add rich text formatting, including headings and more. Notes also come with full API, Zapier, and Make support. T
Marlon MisraMar 18, 2025The stack that powers modern service businesses
Background Assembly helps professional service businesses manage clients and communication in one place. Messaging, file sharing, contracts, and billing all happen in a single, unified experience that makes life easier for businesses and provides a seamless experience for their clients. At the core of this is a customizable client portal that businesses can tweak it to fit their needs and even extend it with apps and integrations. On the surface, a client portal might seem pretty simple, but b
Marlon MisraMar 11, 20255 staffing agency contract templates for modern firms
Ready to sign that new client? Here are five of the best staffing agency contract templates you can use when onboarding your new client.
Marlon MisraMar 5, 20255 accounting contract templates used by modern firms
Ready to sign that new client? Here are five of the best accounting contract templates you can use when onboarding your new accounting client.
Marlon MisraMar 3, 202510 best Proposify alternatives and competitors in 2025
Looking for the best Proposify alternatives on the market today? We tested over 10 different tools so you can gain clarity during your search.
Marlon MisraFeb 26, 2025Agiled vs SuiteDash: An honest comparison for 2025
Trying to decide between Agiled vs SuiteDash to run your service business with? In this article, we'll go over what each platform does and how they differ.
Marlon MisraFeb 25, 2025How to start an accounting firm in 2025 (8 easy steps)
Learn how to start an accounting firm — virtually. They run leaner, have better growth channels, and the tools available to them get better every year.
Marlon MisraFeb 24, 20255 web design pricing packages successful agencies use
Looking for the best web design pricing packages that win deals and make your clients happy? Here are our favorite examples from real web designers.
Marlon MisraFeb 21, 2025SEO service pricing guide: My ultimate guide for 2025
This is the SEO service pricing guide I wish I had when I started. Learn how much to charge for your SEO services to build a successful business.
Marlon MisraFeb 17, 20255 bookkeeping contract templates for accounting firms
Ready to sign that new client? Here are five of the best bookkeeping contract templates you can use when onboarding your new accounting client.
Marlon MisraFeb 12, 202510 best Accelo alternatives you need to try in 2025
Looking for the best Accelo alternative that fits your needs? We've put together a list of the top alternatives to Aceelo you need to check out.
Marlon MisraFeb 11, 202510 best FreshBooks alternatives & competitors in 2026
Looking for the best FreshBooks alternative? In this article, we'll go over our top picks for freelancers and small business owners in 2026.
Marlon MisraFeb 10, 20257 gentle reminder email templates for different asks
Discover how to craft effective reminder emails with our 7 powerful templates and tips — helping you run your business more smoothly.
Marlon MisraFeb 7, 20252025 Foundations Release
Welcome to the 2025 Foundations Release. Unlike earlier releases, this one is not about a brand-new app or major feature. Instead, we have spent the last few months going back to the basics, and focused on foundational enhancements and improvements across our product suite. Freeform Automations Automations help you save time, minimize tedious work, and reduce human error. Now, with this release, they’re getting more powerful. Start From Scratch Go to Automations in the sidebar and pick Sta
Marlon MisraJan 28, 2025The best client tracking software in 2025 (free + paid)
Looking for the best client tracking software to help you manage your service business? Here are our favorite tools you can use right now in 2025.
Marlon MisraJan 27, 2025How to collect money from clients who won't pay (6 ways)
Looking to recover debt from non-paying clients? In this article, we'll show you six ways how to collect money from clients who won't pay.
Marlon MisraJan 21, 2025How to create a project execution plan (PEP) in 6 steps
Master the art of successful project management with our detailed guide on creating a project execution plan (PEP) in just 6 easy steps.
Marlon MisraJan 15, 2025101+ service business ideas to inspire you in 2025
Looking to start a side project or become a full-time entrepreneur? Here are over 101 service business ideas and examples you can start with $0.
Marlon MisraJan 14, 2025Client onboarding checklist: My 7-step process for 2025
Discover the best client onboarding checklist through our 7-step guide. Learn how to create a great first impression and retain your clients.
Marlon MisraJan 10, 2025How to find SEO clients in 2026 (8 powerful strategies)
In this article, I'll show you ways how to get SEO clients in a way that will help you build a long-lasting business. Here are my eight strategies.
Marlon MisraJan 4, 20257 best client collaboration software and tools in 2025
Looking for the best client collaboration software to help you manage your agency or freelancing business? Here are our favorite tools in 2025.
Marlon MisraJan 2, 202516 best productized service examples that will inspire you
Discover unique productized service examples and ideas to help you spark some creativity and turn your service business into a predictable revenue stream.
Marlon MisraDec 30, 2024Bonsai vs HoneyBook: An honest comparison for 2025
Looking to manage your service-based business? Here's a detailed look at Bonsai vs HoneyBook to help you figure out which tool is best for you.
Marlon MisraDec 24, 20247 best contractor billing software picked for 2025
Looking for the best contractor billing software to help you create, send, and manage your invoices and financial needs? Here are our seven favorites!
Marlon MisraDec 20, 20245 Webflow User Accounts alternatives for small businesses
Looking for a Webflow User Accounts alternative to add user logins and membership accounts to your Webflow website? Here are our favorite tools.
Marlon MisraDec 12, 20245 must-have software for accounting and CPA firms in 2026
Successful accounting and CPA firms use the right tools. Discover the top five best software for accounting firms currently on the market.
Marlon MisraDec 11, 202410 best ManyRequests alternatives and competitors in 2026
Looking for the best Manyrequests alternatives? In this article, we'll go over our favorite tools to help you run your service business in 2026.
Marlon MisraDec 6, 2024How to get bookkeeping clients: 12 effective ways in 2025
Discover practical strategies on how to get clients for bookkeeping, establish your niche, set your prices, and grow your accounting business.
Marlon MisraDec 4, 202422 unique gift ideas for clients that actually make sense
Want to show a client your appreciation for them? Here are 22 of the best gift ideas for clients that make you stand out from other service providers.
Marlon MisraNov 26, 20245 marketing contract templates for agencies & freelancers
Ready to sign that new client? Here are five of the best marketing contract templates you can use when onboarding your new marketing client.
Marlon MisraNov 25, 2024How to create a Framer client portal (easiest guide)
In this guide, we'll go over how to create a Framer client portal step by step.
Marlon MisraNov 21, 20246 client testimonial examples your website needs in 2025
Discover powerful client testimonial examples and learn how to collect, craft, and legally utilize them to enhance trust and drive conversions.
Marlon MisraNov 18, 20242024 Winter Release
At Assembly, we want to offer service-based businesses a true all-in-one platform. Our Winter 2024 Release introduces three major features that gets us closer to this vision: a task management app, business analytics, and built-in automation tools. Manage tasks with the Tasks App With the Tasks App we’re taking our first steps into the world of task and project management. You can now create tasks and assign them to internal users, clients, and companies. Filters at the top and search make it
Marlon MisraOct 23, 202410 Task Management Software & Tools in 2024
Looking for the best task management software? Discover our top 10 picks to start, run, and grow your service-based business.
Marlon MisraOct 8, 2024Productized Services: Why It Works & How to Build Them
Learn about productized services and why it's a popular business model for freelancers & agencies. Get inspired by Assembly's productized service example.
Marlon MisraOct 8, 2024How to Write a Client Contract (7 Steps + Examples)
Secured your first client? Whether you are a small business owner or an entrepreneur, here’s how you can easily write a contract step by step.
Marlon MisraSep 28, 202410 best AI accounting software to scale your firm
Looking for the best AI accounting software to help you automate and scale your firm without hiring more people? Here are our favorite tools!
Marlon MisraAug 19, 202410 best accounting firm practice management software
Running an accounting business and looking for the best accounting firm practice management software? Here are our favorites!
Marlon MisraAug 12, 2024How to create a HIPAA-compliant client portal
Learn how to create a HIPAA-compliant, secure, and user-friendly client portal in just five steps.
Marlon MisraAug 9, 2024How to start a consulting business in just 7 steps
Ever wondered how to start a consulting business? In this article, I'll go over my personal experience starting one and give you some tips.
Marlon MisraJul 24, 2024How to collect payments from customers and clients
Learn 5 expert tips on how to collect payments online. Ideal for freelancers, small business owners, and anyone seeking to get paid on time.
Marlon MisraJul 19, 2024How to start freelance marketing (7 steps to success)
Looking to learn how to start freelance marketing? In this article, I'll go over everything I did to start and my freelance marketing business.
Marlon MisraJul 17, 2024How to start a drop servicing business (in 8 steps)
In this article, I'll show you how to start a drop servicing business in just eight steps. Sign clients, productize services, and build a brand.
Marlon MisraJul 15, 202413 unique consulting website examples to inspire yours
Learn what makes a great consulting website and discover over 13 different consulting websites and examples to gain inspiration for your own site.
Marlon MisraJul 2, 2024300+ design company names & ideas to help inspire yours
In the early stages of starting your design company and looking for a brand identity? Here are over 300 design company names to help inspire yours.
Marlon MisraJul 1, 2024Top 4 consulting pricing models that (actually) work
Being a consultant can be a fruitful endeavor. But, you must understand all the consulting pricing models to charge what you're worth.
Marlon MisraJun 27, 2024300+ staffing agency names & ideas to help inspire yours
Looking for unique staffing agency names to help inspire yours? We put together over 300 names to help you spark some creativity for your brand.
Marlon MisraJun 26, 2024300+ bookkeeping business names to help inspire yours
Discover over 300 unique bookkeeping business names to brand your business. Dive into creative ideas and strategies to create a brand you'll love.
Marlon MisraJun 24, 20248 best document management system (DMS) software
Managing client documents securely is at the core of every business. Here are our favorite DMS software options designed for businesses of all sizes.
Marlon MisraJun 18, 2024Client billing: A full guide to getting paid for your work
Nothing beats the feeling of getting your first invoice paid. In this article, I'll walk you through everything you need to know about client billing.
Marlon MisraJun 12, 2024Consulting business model: The ultimate guide for 2024
In this article, we'll explore the power of a consulting business model. If you have a knack for solving business problems, this is a fruitful model.
Marlon MisraJun 4, 2024How to onboard a new bookkeeping client: A full checklist
Onboarding is the first impression a client has working with you. Here is a bookkeeping client onboarding checklist that will impress your clients.
Marlon MisraMay 30, 20248 B2B lead generation examples you should learn from
Getting new clients is hard. Discover over eight powerful B2B lead generation examples that you can use to win more clients in 2024.
Marlon MisraMay 29, 2024