Assembly

“It’s a really awesome feature for our clients. A centralized location where they can log in and see any upcoming meetings they might have.”

“Assembly has allowed our team to work better by streamlining client communications, document intake, and form signing. With automations and integrations, we’ve automated a lot of the tedious work: downloading documents, uploading files for clients to sign on a regular basis, that doesn’t need the expertise of a CPA.”

“When clients log into the portal, they see our branded colors and our logos. They feel like it’s a safe, trusted place, with custom features in the side menu that are exactly what we need for our clients.”

“TaxDome and Canopy may do everything you want in one box, but on the client side it feels very corporate. It didn’t look friendly or seem inviting.”

“We’ve definitely reduced inquiries by owners by at least 50%. It probably saved the cost of a whole extra administrator from my company.”

“It was really decentralized. People were sending documents through WhatsApp and it was just a huge mess.”

“I 100% appreciate the organization Assembly gives me and my clients. It keeps everything streamlined, centralized, and easy to manage.”

“Assembly saves me so much time — just knowing exactly where to find things is a game changer. It’s quick, easy, and lets me get back to the work that actually matters.”

“Mallory’s process is super efficient, organized, and collaborative, and working with her has been nothing short of pleasant and stress-free.”

“Assembly eliminates all the clutter. It keeps everything streamlined, centralized, and easy to manage. Clients also love it at first glance because of its convenience.”

““ What excites me is how our partner data collected in Assembly flows directly into our internal quality control processes. Instead of duplicating work across systems, everything is connected, saving our team time and ensuring we always have the most accurate, up-to-date information. ””

““Before Assembly, we were managing hotel partners through Google spreadsheets and long email chains,” said Phillip LaRue, Senior Director of Luxury Travel at Capital One. “It became hard to scale and created friction for everyone.””

“It probably took them like four hours a day to do manual data entry. And with Assembly, I think it takes like 15 minutes now.”

“I would say the biggest value-add right now that stands out to me is saved time through leveraged automations.”

“Assembly saves us from coding a whole portal solution,”

“Assembly saves us from building custom portals from scratch. We can go fast and create lasting value for the businesses we serve.”

“We look at the website as a hub for revenue operations. How clients engage on the front end, how that translates into sales… we offer a full holistic approach.”

“I don’t have to go meet a client in person to get a signature. I can send everything electronically, and I have the full trail showing they signed it. That saves a lot of time.”

“My clients stress that visualization makes a difference. I agree: visualization is the most important part.”

“What I liked about Assembly is that I have everything in one place.”

“I wanted to distinguish ValueNode to be not a traditional practice in Calgary. I wanted to utilize all my knowledge, my education, my research skills to come up with a systemized practice where everything can be handled electronically and digitally.”

“It saves me so much time — just knowing exactly where to find things, and having everything streamlined in one secure place. I can get back to the work that actually matters.”

“The client feedback has been overwhelmingly positive. My clients love the platform, and I love using it. The Tasks app and the entire process have been fantastic for our practice.”

“Every client said this was such an easy onboarding experience. The first step of working together feels effortless, and that creates a powerful first impression.”

“I didn’t love the informal approach of the startup environment. Most client communication happened over email, but I wanted to create a more branded, professional client experience.”