Case Study: Collective achieves faster client intake and unified accounting experiences with Assembly

How Collective CPA & Advisors Unifies Accounting Services for Clients

Collective CPA & Advisors, an accounting firm serving entrepreneurs, struggled with using dozens of disconnected SaaS tools, which created significant friction for their clients. They needed a unified client portal to support their premium, year-round advisory services and moved away from the seasonal transactional model common in their industry. They implemented the Assembly client portal platform to solve this challenge.

Using Assembly, Collective consolidated their client experience, integrating tasks, contracts, and forms into a single portal. This solution led to a 100% improvement in client intake and made their change management four times faster. The vendor, Assembly, enabled the firm to process more than 200 tax clients more efficiently and provided a scalable foundation for future growth while maintaining their high-touch service.

Collective

Kyle Pearson

CPA & Advisors