Assembly vs SuiteDash: All-in-One Client Portals Compared
Comparing Assembly and SuiteDash — two all-in-one client portal platforms for service businesses.
Tom Bradley
2026-02-27
Assembly and SuiteDash both promise to replace your scattered client-facing software stack with a single platform, but they take fundamentally different approaches to pricing, depth, and who they're built for.
| Assembly | SuiteDash | |
|---|---|---|
| Starting price | $39/mo | $19/mo |
| Per-user fees | Yes | No |
| Client limits | 50 (Starter), 500 (Pro), unlimited (Advanced+) | Unlimited on all plans |
| White label | Advanced plan ($399/mo) | All plans |
| LMS | No | Pinnacle ($99/mo) |
| HIPAA compliance | Advanced plan + | Not advertised |
| API access | Professional plan + | All plans (Zapier) |
| Free trial | 14 days | 14 days (full Pinnacle access) |
Assembly
Assembly (formerly Copilot) is a polished client portal platform built specifically for professional service firms — accountants, consultants, law firms, marketing agencies, and similar businesses that want to deliver a premium, branded experience to their clients.
The core product is a white-labeled portal where clients can access messages, files, invoices, contracts, tasks, and forms from a single URL. What Assembly does well is making that experience feel genuinely high-end. The interface is clean, the mobile experience works properly, and the customization options — custom domain, custom email sending domain, branded sign-in pages — are handled thoughtfully rather than as an afterthought.
Pricing breakdown: - Starter ($39/mo): 1 internal user, 50 clients, 100 automation tasks/month. Suitable for solo operators just getting started. - Professional ($149/mo): 3 internal users (additional at $39/user), 500 clients, 1,000 automation tasks/month. Adds custom domain, API access, Zapier/Make integrations, and app visibility controls. - Advanced ($399/mo): 5 internal users (additional at $59/user), unlimited clients, unlimited automations. Adds full white-labeling (removes "Powered by Assembly" badge), HIPAA compliance with BAA, client access permissions, and the lowest payment processing fees. - Enterprise ($2,000/mo): Custom user count, custom SSO, audit logs, sandbox workspace, dedicated success manager.
The CRM is genuinely useful — not just a contact list but a way to manage companies, track custom fields, and keep internal notes organized. The invoicing and subscription billing are native, not bolted on. An AI assistant is in beta and positioned as a copilot for client interactions.
The platform's extensibility is a differentiator: you can embed third-party tools (Airtable, Calendly, Looker Studio) directly inside the portal, build custom apps via an API and iframe system, or connect everything to Zapier. For firms that already have established tools they're not replacing, Assembly functions well as the client-facing layer sitting on top.
The main limitation is the pricing structure. Per-user fees add up fast for teams, and the client cap on Starter (50) and Professional (500) means growing firms will hit upgrade pressure earlier than expected. Full white-labeling — including removing Assembly branding from client-facing pages — requires the $399/mo Advanced plan.
SuiteDash
SuiteDash is an all-in-one business platform that positions itself as the "Swiss Army knife" of business software. The value proposition is consolidation: replace your CRM, client portal, project management, invoicing, email marketing, proposals, scheduling, and more with one platform at a flat monthly rate.
The pricing model is genuinely unusual: unlimited staff, unlimited clients, and unlimited projects on every plan. There are no per-seat fees and no client caps.
Pricing breakdown: - Start ($19/mo): CRM, client portal, white labeling, custom branded mobile app, email marketing, contracts/eSignature, invoicing, project management, 100GB storage. - Thrive ($49/mo): Adds drip marketing automation, dynamic proposal toolkit, deal stage pipelines, client-side live chat, custom folder generators, 500GB storage. - Pinnacle ($99/mo): Adds complete automation toolkit, FLOWs onboarding, LMS (learning management system), support ticket system, task dependencies, client/customer journeys, 2TB storage.
The feature breadth at Pinnacle for $99/month is difficult to match from a pure cost-per-feature standpoint. You get 38+ automation triggers firing across modules — a signed proposal can automatically create a project, generate an invoice, and kick off a client onboarding sequence without any middleware. The LMS lets you create training courses and deliver them to clients or staff, which is a feature most competitors don't touch. Support tickets, community forums, and appointment scheduling with Google Calendar sync round out a genuinely comprehensive toolkit.
White labeling is thorough: custom domain, custom login page (five layout options), branded mobile app via progressive web app, and domain-verified email sending. Clients never see SuiteDash branding on any plan.
The trade-off is complexity. SuiteDash has a lot of moving parts, and the interface reflects that. Setup requires more configuration time than a simpler tool, and the learning curve is steeper. The polished, consumer-grade aesthetic of Assembly isn't really what SuiteDash is going for — this is functional business software, and it looks like it. The "Wizarding Sessions" (one-on-one onboarding calls with SuiteDash experts) acknowledge this implicitly.
When to choose Assembly
Assembly suits professional service firms that prioritize the client experience above all else. If you're an accounting firm, consultant, or agency where the client portal is a direct reflection of your brand quality, Assembly's clean UX and thoughtful white-labeling justify the higher per-user cost. It also makes sense if you have existing tools you want to preserve — its embedding and API system let you pull external software into the portal rather than replacing everything. HIPAA compliance needs push you to the Advanced plan, but it's available, which matters for healthcare-adjacent practices. Teams with small client counts (under 500) and a moderate number of staff will find the pricing predictable.
When to choose SuiteDash
SuiteDash is the better choice when your primary concern is consolidation and cost control at scale. If you have a growing team and a large client base, the unlimited-everything pricing model becomes a significant advantage — you won't face bill shock as you add staff or onboard more clients. Small to medium businesses that need the full stack (CRM, marketing automation, proposals, project management, LMS, support tickets) in one system will get more value per dollar than assembling separate tools. Agencies reselling the platform under their own brand benefit from the deep white-labeling available even at the $19 entry tier.
Bottom line
These tools share a category but serve different buyers. Assembly charges more but delivers a more refined client experience and cleaner integration with your existing toolset — it's the right fit for boutique professional service firms where polish matters and teams stay relatively small. SuiteDash offers extraordinary feature breadth at a flat, unlimited rate, making it the practical choice for SMBs that want to eliminate tool sprawl and aren't willing to pay per-seat fees as they scale. If budget is tight and you need everything from email marketing to an LMS, SuiteDash's Pinnacle plan at $99/month is hard to beat. If you're building a premium client experience and your team is under 10 people, Assembly's focused approach will serve you better.