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.

Copilot has been incredibly easy to set up and use from day one. Its intuitive interface made onboarding simple, and we were able to integrate it into our workflow without friction. I particularly appreciate how seamlessly it helps track and manage acquisition targets Review collected by and hosted on G2.com.

There are a few areas where Copilot could improve. For example, there isn’t as much flexibility in customizing views and reports as we’d like, especially when working with more complex use cases. Additionally, customer support response times could be a bit faster. Review collected by and hosted on G2.com.

I use Copilot as my client portal, and it’s been a game-changer for how I manage communication and document sharing with clients. The standout feature for me is how smoothly it handles file uploads and downloads—whether it’s sharing reports, receiving documents, or organizing files, everything is quick and seamless.

From a client’s perspective, the layout is clean and super easy to navigate. Whether they're messaging me, accessing files, or reviewing contracts, everything is intuitive and well-organized. It’s made the entire collaboration process more efficient and professional for both sides. Review collected by and hosted on G2.com.

Currently, I can’t assign tasks to multiple clients at once, which can be time-consuming when I need to send the same task to several people. Also, I’m not able to add a user with the same email address to multiple businesses, which is limiting if a client is involved in more than one entity. Lastly, the contract customization options are a bit limited, making it harder to create professional-looking documents quickly. Review collected by and hosted on G2.com.

I love the look. It's just visually great to work with. I also like they way you can connect outside apps to get more done with it.

They've recently added many new features and the options for use are growing dramatically. Review collected by and hosted on G2.com.

It's limited. Sometimes I feel like I'm trying to bend features without breaking them to get it to do what I need. But the outside apps plugging in help to make it all possible. They are adding new features all the time too. Review collected by and hosted on G2.com.

As a new agency owner, Copilot has been a game-changer for staying organized and cutting down on account management time. The platform makes it easy to offer my customers clear tracking and task organization, which not only improves efficiency but also enhances transparency. Instead of juggling multiple tools, I can manage client projects, billing, communications, and workflows all in one place. Review collected by and hosted on G2.com.

While there are some features I’d love to see added, the Copilot team is incredibly responsive to feedback. They’ve already taken some of my suggestions and turned them into live features, so even when something is missing, it hasn’t been for long. Review collected by and hosted on G2.com.

My small accounting practice was growing, and I needed a solution to manage new client onboarding, and general secure file sharing, communication, and billing. I wanted to build out my client portal myself, and I needed to do it fast. I also wanted my client's experience to be easy.

I had explored several other softwares I've heard about through my network, and they were SO time consuming for me to set up, mostly because they are so customizable, in addition to having countless zapier integrations and stuff I didn't care about. Then, I found Copilot in the Google search results.

From the beginning, the setup was so easy and intuitive, without compromising on the quality of the experience AND is still customizable where it matters. It's so user friendly, and my clients have loved it for this reason. I also really appreciate how sleek and modern it is. I was able to build out my client portal over a weekend. Its also really cool that you can create a test client and practice everything before sending to a real client.

Customer support is quick to respond. I use this software every day with my clients, as the messaging feature allows us to minimize email clutter. My favorite app is the Tasks app, which is a very simple and effective project management-ish app. Review collected by and hosted on G2.com.

There are a few features I've suggested to support, who have been very receptive to the feedback:

- Integration limitations: (a) Doesn't yet integrate with Xero, my accounting software. (b) All integrations with popular apps (Notion, etc) are only for client facing purposes, not internally facing.

- Project Management: Tasks app has a ton of potential for internally-facing project management, but for right now, gets the job done fine since I'm a solo-firm owner. I'd love to see more features here for categorizing tasks and bulk actions!

- Forms: Would be fantastic to see more options here for different questions prompted based on responses to one-answer questions. Review collected by and hosted on G2.com.

What I love about this product is the design and ease of use. Within a few hours I was able to customize the portal to reflect my brand and even add essential apps for my team and clients to use. Review collected by and hosted on G2.com.

The fees vary based on the plan chosen, which considering the price of the plans the fees could be simplified at a lower rate. Review collected by and hosted on G2.com.

Simplicity and ease of use, both for the company and for the customers. I've had no issues getting people logging in and uploading files/signing contracts (which was what I was most concerned about). The ease of implementation took days, and the customer support is absolutely fantastic. Review collected by and hosted on G2.com.

\The overall lack of external apps for now does potentially hurt it (although the API seems to be quite good and they're looking to support developers). Along with that, depending on how much customisation you need it may not be the best for you. Although, considering the simplicity and ease of integration, why not give it a go? Review collected by and hosted on G2.com.

I like the ability to integrate with other apps and create automations, the use of custom domains to ensure a white-labeled professional look to our customers, and the ease of use for billing & contracts. Review collected by and hosted on G2.com.

I wish the SDK was more versatile and in languages other than JS. Review collected by and hosted on G2.com.