Compare Copilot to alternatives

Learn how Copilot stacks up against competing tools when it comes to pricing, features, support, security, and more.

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Compare client portal providers

Copilot stands out from all its competitors by offering a complete technology stack, perfect for any use-case.

copilot logo

Service Provider Pro

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Client managementcheck-markcheck-mark
Invoicingcheck-markcheck-mark
Subscription managementcheck-markcheck-mark
Forms and Surveyscheck-markcheck-mark
File-sharingcheck-markcheck-mark
Contract managementcheck-markcheck-mark
White labeling – Custom theme, Custom domain, Custom notificationscheck-markcheck-mark
Live chatcheck-mark
Developer platform – API & SDKcheck-mark
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Client management

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Invoicing

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Subscription management

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Forms and Surveys

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File-sharing

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Contract management

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White labeling – Custom theme, Custom domain, Custom notifications

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Live chat

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Developer platform – API & SDK

Service Provider Pro

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Client management

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Invoicing

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Subscription management

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Forms and Surveys

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File-sharing

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Contract management

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White labeling – Custom theme, Custom domain, Custom notifications

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Live chat

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Developer platform – API & SDK

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"We provide a virtual CFO service for startups and small businesses, and with Copilot we are able to compete much more effectively against competitors with engineering teams."

Generic - Accounting and bookkeeping

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