Copilot Reviews & Product Details

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.

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.

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.

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 love the flexibility that Copilot offers with the in-app content feature. It allows so much room for you create any type of interface that works best, on a client-by-client basis! Review collected by and hosted on G2.com.

There are very few things to dislike, if anything I wish there was more automation available with sending messages. For example, if I could schedule a message to be sent to a client on a certain at a specific time, that would shave alot of time off the onboarding process. Last thing is I wish I could customize a bit more the notification emails that go to the client so that it sounds more like our company voice. Those are little things though that we have found workarounds within the third-party softwares we use. Review collected by and hosted on G2.com.

I like how customizable the portal is. Instead of relying on an off-the-shelf portal to give me everything I need, I can choose the features I want for interacting with my clients. The Copilot team also listens to feature requests and pushes updates very quickly. Review collected by and hosted on G2.com.

We can only send messages to our clients and not internally to our team. This requires us to maintain multiple workflow tools, which can be a little annoying. Review collected by and hosted on G2.com.

I really enjoy the setup speed of Copilot, you can build a comprehensive client portal very quickly without needing any form of development background.

You can get a product out very quickly that clients will love and see value in, then continue to build upon it as you will find that clients give you ideas "it would be good if you could add X for us"

The support team on Slack are very proactive and reactive, always willing to help even with features that sit outside of Copilot, like using Zapier to automate something in Copilot Review collected by and hosted on G2.com.

There a few minor things that I would like but it relates to the management of "client apps" to allow foldering.

There are a few features with the wiki/help desk text editor which could do with enhancement to allow for improved content e.g. being able tom centre align images, being able to set the height of iframes

Copilot are very receptive to feedback though and I've had calls with their design team explaining my feature requests Review collected by and hosted on G2.com.

I love how many apps you can integrate into the portal, along with its clean and user-friendly design. During a trial run, I tested three platforms simultaneously to find the best client portal for both my clients and myself. My priorities were ease of use on the client side, simplicity on the backend for building and providing mockups, and the ability to add accessible order forms.

Copilot stood out as the best option. It offered the most features and integrations while maintaining a clean, intuitive interface—unlike the more overwhelming alternatives. We seamlessly integrated our existing order form through Jotform, making it easily accessible within the client portal. While we’re still getting familiar with the platform, I’m confident that Copilot will be the easiest to train my team on and the best fit for our needs. Review collected by and hosted on G2.com.

At this point, I don’t have many dislikes about Copilot—just a few suggestions that could help my team. A fully customizable order form that can be built directly into the portal would be a great addition, as well as continuing to expand the available integrations.

One idea is an app specifically for team members (not clients), but I don’t think that’s a critical need right now and could potentially introduce bugs or complications. For now, bookmarking Copilot on my home screen has worked seamlessly and been easy to use. Review collected by and hosted on G2.com.