Case Study: Collective CPA & Advisors achieves faster client intake with Assembly

How Collective CPA & Advisors Unifies Accounting Services for Clients

Collective CPA & Advisors, an accounting firm serving entrepreneurs, faced the challenge of providing a year-round, relational service with a fragmented tech stack that created client friction. Their previous disparate tools made processes like client intake and data sharing inefficient, preventing the unified advisory experience they wanted to offer. They turned to the vendor Copilot and implemented its client portal solution to consolidate their client interactions.

Copilot provided a flexible, all-in-one portal that integrated with Collective's existing applications like JotForm and Google Drive. This solution unified tasks, messages, and document collection, leading to a 100% improvement in their client intake process and change management that was four times faster. These efficiencies have positioned the firm to scale its operations confidently while maintaining its high-touch service.

Collective CPA & Advisors

Kyle Pearson

Founder, CEO