
Copilot
Client portal for service firms with messaging, payments, contracts and forms
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1 / 3About Copilot
Copilot gives professional service firms a branded client portal. Clients log in to message, pay invoices, upload files, sign contracts and complete forms in one place. Firms can also build custom apps inside the portal, described as storefronts for services. Consultants, agencies and accounting practices use it to replace scattered email threads and links. A free plan is available.
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