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                    Starter, Professional, Advanced, and Supersonic

                    Overview copy-icon

                    You can see a complete breakdown of plans on the pricing page.


                    The Starter plan is intended for freelancers and small businesses that are just getting started. The plan comes with 50 clients and 50GB of storage. All plans, including this one, come with full access to all Copilot Apps which means that the Messaging App, Billing App, Files App, Contracts App, Forms App, and Helpdesk App are included. Starter is $29/mo on annual plans and $39/mo on monthly plans.

                    The Professional plan comes with support for up to 500 clients and 500GB of storage. In addition, you get custom domains, access to the Copilot API (including Zapier and Make support), and support for Partner Apps and Custom Apps. Professional is $69/mo on annual plans and $89/mo on monthly plans.

                    The Advanced plan comes with support for up to 5,000 clients and 5TB of storage. In addition, you can remove the ‘Powered by Copilot’ badge, get HIPAA compliance, onboarding assistance, and priority support. Advanced is $119/mo on annual plans and $139/mo on monthly plans.

                    The Supersonic plan comes with support for up to 10,000 clients, 10TB of storage, and comes with 20 internal user seats included. In addition, you can distribute the internal user seats across multiple workspaces, get 500% higher API call limits, and get a dedicated success manager. Supersonic starts at $1,500/mo and has an annual contract.


                    How the trial works:

                    You can start a free trial anytime on our website and no credit card is required. The free trial lasts 14 days, and in the top of Copilot Dashboard you can see how many days you have remaining. You will also receive emails that notify you when your trial is about to end. 

                    Features you have access to:

                    During the trial you have full access to all features, including the ability to connect a custom domain and custom email domain. Once your trial is over, you will need to upgrade to the Professional plan to keep any custom domains.

                    What happens after the trial expires:

                    At the end of the trial, if you would like to continue using Copilot you will be asked to select one of our paid plans. If you do not switch to a paid plan, your portal will be deleted 4 weeks after your trial ends.

                    Adding and removing internal userscopy-icon

                    To add or remove internal users, navigate to Settings > Team.

                    To add an internal user, click + Invite user and enter their name, email, and role. An email invitation will automatically be sent to the invited user.

                    Adding an internal user will automatically charge your account - a dialog will appear to allow you to confirm before charging.

                    To remove internal users, click the 3 dots to the right of the team member you wish to delete. Select Delete from the menu and click Confirm when prompted.

                    Removing a team member will credit the prorated amount to your account which will apply to future invoices.

                    If you need to remove a team member and add a new one at the same time, remove the first team member before adding the new member to avoid charges.

                    Frequently Asked Questions

                    How can I update the payment method that is used for my Copilot subscription? copy-icon

                    To update your payment method, navigate to the Settings > Plans page and click on Update on the top of the page to edit your payment method. The new payment method will be used for all future payments.

                    How can I access invoices and receipts for my Copilot subscription? copy-icon

                    You can download invoices and receipts for your Copilot subscription on the Settings > Plans page. If you no longer have access to your portal, please reach out to and we will email them to you.

                    How can I update the payment method that is used for my Copilot subscription payments? copy-icon

                    To update your payment method, navigate to the Settings > Plans page. At the top in the Payment method area, there is an Update button that you can click to change your payment method. 

                    Can I switch from monthly to annual billing to receive the annual discount? copy-icon

                    To switch to annual billing, go to the Settings > Plans page. From there make sure that you have switched to Yearly on the billing cycle toggle and select the plan that you want. You will be immediately charged a pro-rated amount and receive the annual billing discount. 

                    What is your refund policy? copy-icon

                    We stand by our product and your satisfaction is of utmost importance to us. If you aren't satisfied, we aren't satisfied. Therefore we guarantee a full refund within 30 days of your purchase.

                    To claim your refund, please submit a ticket using the Help center in your portal and we will promptly issue a refund. Please include why you are cancelling, so that we can continue to improve the product. 

                    How can I upgrade or downgrade plans? copy-icon

                    If you are on the Starter, Professional, or Advanced plan and you want to upgrade or downgrade, you can do so yourself on the Settings > Plans page.

                    If you upgrade you will be charged a pro-rated amount and if you downgrade you will receive a credit that is applied to future invoices. 

                    How can I cancel my subscription? copy-icon

                    If you are on one of our paid plans, you can cancel on the Settings > Plans page. After you cancel, you will continue to have access until the end of you billing period (which may be monthly or annually), and you will not be charged again. Should you change your mind about cancelling your subscription, send us a support message and we can reverse the cancellation. 

                    We understand that sometimes it is difficult to maintain all of the subscriptions for your business. If you don't want to fully cancel, you can also pause your subscription. We can pause subscription payments for up to 3 months, and this can be done once every 2 years. During a pause, you and your clients will retain full access. To pause subscription payments, send a message to support.

                    Is it possible to pause my subscription? copy-icon

                    You can pause your subscription for up to 3 months every 2 years. To pause your subscription, use the Help center in your sidebar and submit a support ticket indicating that you'd like to temporarily pause your subscription. You can also email to request a subscription pause.

                    Does it cost more to add another portal in Copilot Dashboard? copy-icon

                    Each separate portal is required to be on its own subscription plan. A new portal added from Copilot Dashboard will start as a trial, and you will have the option to upgrade in Settings > Plans. Once the trial period ends, you will be prompted to choose a plan. If a plan is not chosen for a trial portal within 30 days, it will be deleted and cannot be restored.