We love that our clients can communicate with us on one platform, pay bills, upload files, etc. and stay in the know about their projects. Review collected by and hosted on G2.com.

We are not tech people, so there have been some learning curves, but it is fairly easy! Review collected by and hosted on G2.com.

Integrated document signing and invoicing. Review collected by and hosted on G2.com.

The document set-up is a little clunky compared to something like PandaDoc. It would be nice if tokens synced with a CRM so we could create document and customer data would pull in. Review collected by and hosted on G2.com.

The functionality. The interface is smooth and the process of using everything is seamless. It's easy to understand. Review collected by and hosted on G2.com.

It only offers a fixed array of integrations. It's not super flexible on customization in terms of what you might want a portal to do for you. Review collected by and hosted on G2.com.

I love that Copilot is user-friendly with a clean and modern interface, making it simple to use without unnecessary complications. Its all-in-one functionality significantly improves client communication and task management. I also value the potential to customize the platform with custom apps for future scalability. Review collected by and hosted on G2.com.

I dislike the limitation regarding user additions, where adding more users requires upgrading to a larger plan or incurring additional costs. Also, I find the lack of a pre-existing or standard templatized project management system internally a drawback, as having such a feature would be game-changing. Review collected by and hosted on G2.com.

The user interface on both the client facing a company sides. Review collected by and hosted on G2.com.

Certain features like complex billing situations (i.e. deposits), are not available. Review collected by and hosted on G2.com.

The interface is user-friendly, and my clients can use it with ease. Review collected by and hosted on G2.com.

Nothing to report so far, as the system is still new to us. I should know more in about a month or so. Review collected by and hosted on G2.com.

Copilot is the best portal/practice management tool out there at the price point. Its one of the very few options that has such a packed feature set, automated invoicing, payment processing, workflows, and much more.

You can easily prompt new clients to sign up via an easy link - you can also easily and beautifully customize everything to match your brand colours and style. If you're starting out, and you're unsure of who to pick, choose Copilot. You can't go wrong. Review collected by and hosted on G2.com.

The drawback to Copilot is that the payment processing fees appear to be quite high, potentially higher than using Stripe directly yourself. As a result, I think using Copilot for payments might not be ideal. Review collected by and hosted on G2.com.

I like copilot because of its extensive features that it includes and helps me run my business better and more effectively. For a startup, it’s a little expensive and wish there was a starter plan for cheaper with less clients. It’s got really good features that are really helpful and have had good client feedback about the app. Review collected by and hosted on G2.com.

The price is a big one for me and my startup because as a startup we don’t have much funds and not a lot of clients. A smaller plan would be helpful for us. Review collected by and hosted on G2.com.

It offers everything I need to manage my clients and give them an elevated experience Review collected by and hosted on G2.com.

I wish more of the things I use on there were actually offered by the platform itself instead of using third party apps. Like trello. Review collected by and hosted on G2.com.

I like the simplicity of the platform. I am a solopreneur bookkeeper and I love tool that can help improve my process and the CX. But, I don't love spending hours learning new about how to use new platforms. Copilot was easy to set-up and onboard my first client in half a day. Review collected by and hosted on G2.com.

There are only a few customization option to make the space feel like your brand. They are adequate for sure, but room for improvement is definitely there. With that, I had to download an integration for to make a home screen for my clients portal. This seemed odd to me and the option itself was also basic. i would like to see more built-in functionality instead of everything being an integration. Review collected by and hosted on G2.com.