Create your portal, pick a plan later
Try Copilot free for 14 days, no credit card required
Everything you need to run a modern services business
per internal user per month
Up to 100 clients and 10GB of storage
Client management and custom fields
Customizable branding and color scheme
Access to every Copilot App including Messaging, Billing, Files, Forms, and Helpdesk
All Starter plans include
Level up with more clients, custom domains, automations, and apps
per internal user per month
Up to 2,000 clients and 2TB of storage
Custom domain and custom email domain
Automations, Zapier, and API
Support for Partner Apps and Custom Apps
Everything in Starter
Level up further with a a fully white-label experience and dedicated expert
per internal user
Up to 20,000 clients and 20TB of storage
Remove ‘Powered by Copilot’
Dedicated Copilot Expert
Everything in Professional
$29per internal user
$69per internal user
$119per internal user
A client user is any client of your business that has their own login access to your portal. Internal users (team members) are not considered client users.
File uploads in the Files App by any user contribute to your file storage limit. When you reach your limit, our team will get in touch and ask that you make space or upgrade your account.
Client management functionality lets you create, invite, organize, and manage client information.
With custom fields, you can add and track custom properties for your clients. For example, you can track locations, addresses, or birthdays.
Assign a lead and one or more assignees to each of your clients. This lets you stay organized and gives you full control over which team member can access which client.
Customizations include the ability to upload you brand assets, design your theme, set up a custom log in screen, and more.
Automations & Zapier
Use Copilot API and Zapier triggers to set up automations that streamline the experience for your clients.
Use our REST API and Webhooks to set up automations and connect other tools.
|Professional Rate Limit||Advanced Rate Limit|
With a custom domain, you can host your portal on your own URL. With a custom email domain, you can send client email notifications from your own email. Powered by Copilot is a small badge that shows in the client experience and can be removed on the Advanced plan.
|Custom domainCustom email domain||Custom domainCustom email domainRemove ‘Powered by Copilot’|
HIPAA compliance with BAA
If you're a covered entity or business associate subject to HIPAA, contact our team to enter into a BAA.
Custom roles & permissions
Create custom roles for your team if you want full control over what functionality each internal user can access in your portal.
Securely communicate with clients in an integrated chat experience. Clients can send messages in your portal or reply to messaging email notifications in a seamless experience.
Create one-time invoices and recurring subscriptions in your portal. Give clients a way to seamlessly check out, pay via credit card or ACH, access invoices, and manage payment methods. Syncs with QuickBooks.
Upload files, add links, and stay organized with folders. Advanced controls let you specify whether clients have the same controls or more limited access.
Upload PDFs and request eSignatures directly in your portal.
Streamline the client onboarding experience and data intake with reusable forms.
Create a knowledge base for your clients to reduce manual support time. With a powerful article editor, use rich text, images, videos, and embeds to create content. Use tags and custom visibility controls to organize articles and indicate which client can see which content
Embed products like Airtable, ClickUp, Calendly, Google Data Studio, and 1000s of others in your portal and give clients a true one-stop shop experience.
Data Integration Apps
Connect products like QuickBooks and Google Analytics so that data can flow from Copilot into an external system or the other way around.
A custom app is a web application that can be embedded into your portal and receives information about the current user or company. You can render custom content automatically depending on the client that is signed in.
|Payment processing fees|
Payment processing fee for credit cards. You can control whether you want to absorb payment processing fees or pass them on to your client.
|3.5% + $0.30||3.2% + $0.30||3.1% + $0.30|
Payment processing fee for ACH Debit. You can control whether you want to absorb payment processing fees or pass them on to your client. Instant ACH powered by Plaid and traditional ACH with micro-deposit verification are both supported.
|$5 or 1% (whichever is lower)||$5 or 1% (whichever is lower)||$5 or 1% (whichever is lower)|
|Additional Payment processing fees|
Payments for invoices generated by a recurring subscription
Payments for invoices that are generated by a subscription may incur an additional fee.
International credit cards
International credit cards incur an additional 1% fee.
Currency conversion required
Credit card payments that require currency conversion incur an additional 1% fee.
Email and community support
Receive support from our Slack community and get answers from our support team.
Receive elevated support from our priority support team.
Meet 1:1 with an expert to help you set up your portal, migrate data, set up workflow automations, and more.
Starting at $2,000 USD/month
For businesses with custom requirements, enterprise compliance, advanced reporting needs, and more.