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7 best invoicing software for freelancers & agencies [2024]

Jan 16, 2024
  • 10 min read
  • Discover the best invoicing software for 2024 to streamline your business's billing process, with a special highlight on Copilot's robust features.
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    7 best file sharing software of 2024 (features + pricing)

    Jan 05, 2024
  • 10 min read
  • Learn about the best file sharing software on the market right now and what features to look for when deciding to pick one.
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    9 best E-Signature software for businesses in 2024

    Dec 21, 2023
  • 9 min read
  • Discover the best e-signature software for businesses in 2024. Enhance your digital workflows with our top nine recommended platforms.
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    How to productize a service (the right way) in 2024

    Oct 31, 2023
  • 10 min read
  • Learn how to productize a service, make your revenue more predictable, and get the benefits that come with scaling your service-based business.
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    Secure client file sharing portal with Copilot

    Oct 20, 2023
  • 5 min read
  • Did you know file sharing with clients comes with potential risks? Learn how secure file sharing portals work and how to choose a secure service.
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    How to write a payment reminder email (3 free templates)

    Oct 17, 2023
  • 7 min read
  • Discover how to craft effective payment reminder emails with our 3 powerful templates and tips, ensuring timely client payments.
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    5 best client portals for accounting firms (Ranked)

    Oct 04, 2023
  • 7 min read
  • Learn what features to look for when choosing an accounting client portal to help you scale your accounting business.
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    Client communication best practices that help your business

    Sep 25, 2023
  • 6 min read
  • Learn how to improve your business with client communication best practices. Master genuine interactions and enhance every client experience.
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    How to collect money from clients who won't pay (6 ways)

    Sep 21, 2023
  • 7 min read
  • Looking to recover debt from non-paying clients? In this article, we'll show you six ways how to collect money from clients who won't pay.
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    Recurring Revenue Business Models: What You Need to Know

    Aug 31, 2023
  • 7 min read
  • How to transition from a one-time sale model to a recurring revenue business model.
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    What Is Client Retention? 6 Strategies You Can Learn From

    Jul 26, 2023
  • 8 min read
  • Client retention is arguably the most important thing in business, but few businesses know how to keep their most loyal customers. Here are some tips.
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    6 Best Remote Work Software and Tools for Teams in 2024

    Jun 13, 2023
  • 9 min read
  • With so many remote work software tools available, the market can be tough to understand. Here's our list of the most user-friendly ones on the market.
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    The 4 Best Help Desk Software to Try in 2023

    Jun 06, 2023
  • 9 min read
  • Explore the best help desk software of 2023. Learn how these top picks can transform your customer service experience and streamline workflows.
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    Proposal Follow Up Email Best Practices (With Sample)

    May 26, 2023
  • 6 min read
  • Discover the best practices of a proposal follow up email and get a sample of a follow up email you can use after sending a proposal to a client.
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    How to Craft the Perfect Meeting Request Email (4+ Examples)

    May 02, 2023
  • 9 min read
  • Master the art of communication with our guide on crafting the perfect meeting request email. Explore our effective templates and real-world examples.
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    How To Create a Project Execution Plan (PEP) in 6 Steps

    May 01, 2023
  • 6 min read
  • Master the art of successful project management with our detailed guide on creating a project execution plan (PEP) in just 6 easy steps.
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    How to Create a Custom White Label Client Portal

    Mar 08, 2023
  • 5 min read
  • Learn how to customize the look, feel, and functionality of your white label client portal so you can create a better user experience for your clients.
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    15 Questions To Ask Clients Before Signing a Contract

    Feb 15, 2023
  • 7 min read
  • We asked the experts for the top 15 questions to ask potential clients to ensure they're a good fit for your business. Here's what they said.
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    How to Deal With Difficult Clients: 7 Powerful Strategies

    Feb 08, 2023
  • 6 min read
  • Some clients can be a headache. We put together seven ways for how to deal with difficult clients, so you can create great client experience — every time.
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    What Is a Knowledge Base? Everything You need to Know

    Jul 29, 2022
  • 8 min read
  • A knowledge base is a must-have for productized businesses looking to scale. This article covers all you need to know about how knowledge bases work.
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    How To Analyze Metrics To Reduce Customer Support Time

    Nov 30, 2021
  • 9 min read
  • Learn metrics to monitor and tips to improve customer support.
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    How To Get The Most Out Of Your Customer Portal

    Oct 27, 2021
  • 4 min read
  • Here are tips to help you get the most out of your customer portals.
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    How To Become A Successful Account Manager At An Agency

    Sep 28, 2021
  • 8 min read
  • Learn what you need to know to be a successful client management professional at a marketing agency.
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    How To Grow A Marketing Agency & Make a Meaningful Impact

    Sep 22, 2021
  • 8 min read
  • Grow your marketing agency so that you can make a meaningful impact on the world.
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    Think Outside The Dropbox: Better Alternatives For Small Teams

    Sep 20, 2021
  • 4 min read
  • Learn about Dropbox alternatives here.
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    The No-Code Movement: Benefits, Best Tools, and Predictions in 2021

    Sep 03, 2021
  • 7 min read
  • The no-code movement provides a fantastic opportunity for new, fresh ideas to be brought to life.
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    Recurring Revenue Model Businesses: A Primer

    Aug 13, 2021
  • 7 min read
  • Businesses have started tapping into recurring revenue streams, as renewable subscriptions are becoming increasingly popular for both consumers and businesses alike. Subscription businesses benefit from more predictable revenues and cash flow. Similarly, customers have started to invest in products as a service that come with an ability to invest month-to-month rather than locking into a long-term contract or paying a high upfront cost. Many sectors are picking up this business model, from cars
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    6 Reasons to Start Using Client Portal Software

    Aug 03, 2021
  • 3 min read
  • Learn how your business can benefit from client portal software.
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    How to (Respectfully) Fire a Client in Seven Easy Steps

    Jul 15, 2021
  • 6 min read
  • Not every client is a good fit. Here's how to fire a client politely without burning a bridge.
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    How To Set Up A Home Or Remote Office

    Jul 06, 2021
  • 11 min read
  • Everything You Need To Know
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    6 Things You Should Know Before Starting a Virtual Law Firm

    Jun 16, 2021
  • 7 min read
  • Here are six useful tips for starting a virtual law firm.
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    The True Value of Electronic Signatures (eSignatures)

    Apr 10, 2021
  • 6 min read
  • Are you on the fence about using e-signatures, and want to be sure that they’re a safe, hassle-free option?
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