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Client portals for accountants can simplify billing and communication when the setup matches your firm. Compare 13 options by price and features in 2025.

DocuSign alternatives have changed fast, and some now offer more features for less money. I tested dozens and found the 19 best competitors for teams in 2025.

Since 2020, thousands of firms have used our platform to deliver a better client experience. Today we’re changing our name from Copilot to Assembly and rolling out our largest release yet — including our first step into AI Agents.