Modern accounting firms run on Copilot.

Differentiate your firm with secure portal that gives your clients a one-stop shop to upload files, sign contracts, send messages, access dashboards, and much more.

main-logo
main-logo
main-logo
main-logo

Your customers deserve a modern client experience

file-iconfile-icon

Security

Protect sensitive client information. SOC2 and HIPAA reports are available.

file-iconfile-icon

All-in-one

Impress clients with a seamless all-in-one experience on web and mobile.

file-iconfile-icon

Branding

Provide a premium experience by customizing your portal with your brand assets.

file-iconfile-icon

Automations

Save time, work more efficiently, and reduce the risk of manual errors.

file-iconfile-icon

Partner Apps

Embed products like Airtable, Calendly, and others to give clients a true all-in-one view.

file-iconfile-icon

Custom Apps

Build your own Custom Apps that seamlessly integrate with the rest of the platform.

file-iconfile-icon

Integrations

Connect your accounting software, sales CRM, or another supported product.

file-iconfile-icon

Notifications

Streamlined and branded notifications for clients in your portal and via email.

Explore the client experience.

If you’d like to see what the user experience can be like for your clients, you can create a client account in a demo portal we have set up. We’ve customized this demo portal to highlight some of the features that are most relevant.

eSignatures

Let clients sign contracts directly in your portal.

01
line-icon
02
03
04
main-logo
red-icon

"Copilot lets our 10-person immigration law firm run more efficiently. Using the automation features, we are able to save over 120hrs per week and completely streamline client onboarding."

Legal

CEO

msg-iconmsg-icon

Start, run, and grow your business

msg-iconmsg-icon