Beyond Basic CPA Relationships and Tools
Collective CPA & Advisors, established in 2012 by Kyle Pearson, serves entrepreneurs and small businesses up to $25 million in revenue with comprehensive accounting and tax services. The firm addresses a gap in the market where clients needed ongoing advisory support beyond tax season.
Kyle noted a common client complaint: “You’re my advisory group, but you don’t have time to give advice.” Collective differentiated itself with relational tax and accounting services and year-round intentional relationships with clients, not just a seasonal transaction.
“When you start using fifty of them… you’re creating a lot of friction with the client.”
A Unified Client Experience for Tax Season
After evaluating alternatives like Canopy and Karbon, Collective built their portal with Assembly. Kyle selected Assembly because “it let us flexibly build our own version of a client portal, uniting elements of their technology with existing external core applications.”
In January 2025, Collective routed over 200 tax clients through their new portal with templated task flows for engagement signatures, document uploads, and JotForm intake questionnaires. Assembly enabled consistent client experiences while streamlining backend processes — a Google Drive migration completed in one week instead of months.
Faster Client Intake and a Scalable Future
“We had more tax returns in the door, ready to start being prepped, earlier than ever this year than in our entire history.”
Looking forward, Collective plans to double its client base to 400. Kyle envisions Assembly’s upcoming features enabling “one single place for them to go regardless of whom they work with” to access unified critical information.
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