Copilot
The #1 client portal for modern accountants and service businesses.
Overview
Copilot (formerly Assembler) provides a branded and secure client portal that combines various client interactions into one platform. It is designed for modern service businesses, including accounting and bookkeeping firms, to streamline client communication, automate billing, manage file sharing, and handle contracts and e-signatures efficiently.
✨ Key Features
- Branded Client Portal
- Secure Messaging
- Invoicing & Payments
- File Sharing & Document Management
- E-Signatures
- Client Onboarding
- Forms & Questionnaires
🎯 Key Differentiators
- Modern and intuitive user interface
- Highly customizable
Unique Value: Copilot provides a beautiful and easy-to-use client portal that enhances the client experience.
🎯 Use Cases (4)
✅ Best For
- Streamlining client communication for accounting and bookkeeping services.
- Providing a professional, branded client experience.
- Automating client onboarding and data collection.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms needing complex, multi-stage workflow automation (better suited for dedicated practice management software).
🏆 Alternatives
Compared to alternatives, Copilot offers a more modern design and a more intuitive user experience.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Advanced tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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