Copilot Reviews

Copilot Description

Give clients a one stop shop experience with a portal that streamlines messaging and payments, file sharing, help centers, access to custom apps, and more. Copilot is used by tech-enabled businesses of all kinds -- accounting firms and marketing agencies, startups and consulting firms, real estate and other firms -- to deliver a branded and unified experience for clients on the web and on mobile. Consolidate your technology stack. Copilot includes messaging, billing and file sharing, as well as intake forms, eSignatures and help desks. With modularity, you can start with one App and add more as needed. Create branded subscriptions and invoices. Make it easy for your clients to pay their invoices, access them, and manage payment credentials. Stay organized with folders and get contracts signed using eSignature requests.