Task Board
Shared task list between client and team. Status columns (To Do, In Progress, Review, Done), due dates, assignees, comments.
Assembly Portal View
Task BoardThis is how it looks inside your Assembly client portalWhite-labeled at portal.cashflowdiary.com
White-Labeled
Your brand, your domain, zero Assembly branding visible to clients.
Passwordless Login
Magic links & Google SSO. Clients never need to remember a password.
Reply via Email
Clients can respond to messages directly from their inbox.
Automated Workflows
Zapier, Make, and webhook integrations for zero-touch operations.
Assembly PortalStripe PaymentsCalendly EmbedNotion EmbedZapier/MakeSOC 2 CompliantHIPAA Ready
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