Announcements Featured

Introducing Forms 2.0

We’re excited to announce a completely redesigned Forms App that comes with support for always-on mode, multiple submissions per client, and more. Along with the product update, we’ve also redesigned our API for forms so that you can more easily set up workflows that begin with a forms

Guides

How to Create a Customer Portal for Any Website (In 6 Steps)

Creating a great client experience is crucial for your business's reputation. Learn how to create a customer portal that will impress your clients.

Guides

The 4 Best Help Desk Software to Try in 2023

Explore the best help desk software of 2023. Learn how these top picks can transform your customer service experience and streamline workflows.

Guides

10 Best Professional Services Automation (PSA) Software

Discover the best professional services automation software of 2023. Streamline your service-based business with our top 10 PSA software picks.

Guides

10 Best Client Onboarding Software You Need to Try in 2023

Explore the 10 best client onboarding software tools of 2023 designed to optimize your customer journey and boost business growth.

Guides

How to Create a Client Portal in WordPress

Discover the best client portal platforms and learn how to create a secure white-label client portal and integrate it with your WordPress website.

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9 Best Agency Client Management Software for 2023

Discover the best agency client management software of 2023 to optimize your daily workflows, foster client relations, and boost your agency's growth.

Guides

How to Price Bookkeeping Services for Clients of All Sizes

Discover how to price bookkeeping services effectively for clients of all sizes. Enhance your strategy, communicate value, and boost your profits.

Guides

Proposal Follow Up Email Best Practices (With Sample)

Discover the best practices of a proposal follow up email and get a sample of a follow up email you can use after sending a proposal to a client.

Guides

How to Start a Virtual Bookkeeping Business (In 5 Steps)

You’ve decided to take the leap and start your own virtual bookkeeping business. That’s great, but where do you begin? Learn the basics here.

Guides

7 Best Invoicing Software to Send and Receive Payments

Discover the best invoicing software for 2023 to streamline your business's billing process, with a special highlight on Copilot's robust features.

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Marketing for Accounting Firms: 10 Unique Strategies in 2023

Unleash the power of marketing for accounting firms with 10 unique strategies in 2023. Drive growth, boost visibility, and engage your audience.

Guides

10 Best Client Portal Software for Small Businesses in 2023

Having a client portal is a crucial aspect of creating a great customer experience. Here are 10 of the best client portal software and tools right now.

Guides

Payment Reminder Emails: 3 Powerful Templates (And Tips)

Discover how to craft effective payment reminder emails with our 3 powerful templates and tips, ensuring timely client payments.

Guides

7 Best Moxo Alternatives You Need to Check Out in 2023

Discover the top Moxo alternatives for service businesses in 2023. Streamline your operations with these modern, no-code platforms.

Guides

How to Invoice a Client for Services (In 5 Simple Steps)

Learn how to invoice clients for services confidently and efficiently with Copilot's billing app. Simplify your invoicing process today!

Guides

10 Ways to Get Clients for Your Marketing Agency in 2023

Discover 10 proven strategies on how to get clients for your marketing agency in 2023. Grow your client base and succeed in the competitive landscape.

Guides

Client Onboarding Questionnaire Template: 13 Things to Ask

Here's a simple client onboarding questionnaire template you can use to set new clients up for success.

Guides

7 Best Knowledge Base Software Platforms for 2023

Discover the seven best knowledge base software platforms in 2023 to create user-friendly and efficient FAQ pages and self-help resources.

Guides

Value-Based Pricing: Everything You Need to Boost Profits

Learn about value-based pricing and how to implement it for your business. We'll share real-life examples of how value-based pricing works.

Guides

What Is a Client Intake Form and How to Create One?

A client intake form is your first chance to impress a client. Learn how to design client intake forms that will set you apart from your competition.

Guides

How to Craft the Perfect Meeting Request Email (4+ Examples)

Master the art of communication with our guide on crafting the perfect meeting request email. Explore our effective templates and real-world examples.

Guides

How To Create a Project Execution Plan (PEP) in 6 Steps

Master the art of successful project management with our detailed guide on creating a project execution plan (PEP) in just 6 easy steps.

Guides

20 Best Freelance Writing Sites for Serious Writers

Discover the 20 best freelance sites for writers in 2023, offering lucrative opportunities and tips for success in your freelance writing career.

Guides

How to Start Freelance Marketing and Sign Your First Client

Looking to make the leap to freelance marketing? In this article, we'll go over how to start your freelance business and sign your first client.