Guides

7 amazing HoneyBook alternatives and competitors in 2024

Looking for a HoneyBook alternative to help you run your service business? Here are our top favorite alternatives to HoneyBook right now!

Guides

10 unique marketing strategies for accounting firms

Unleash the power of marketing for accounting firms with 10 unique strategies in 2024. Drive growth, boost visibility, and engage your audience.

Guides

How to automate your client & customer onboarding process

Learn how to automate client onboarding to enhance customer experience, streamline processes, and boost your service business with Copilot.

Announcements

Custom Visibility for Apps

With custom visibility for apps, you can dynamically control which clients have access to an app. This lets you provide differentiated levels of service to clients. For example, you might only allow clients with custom field plan = premium access to schedule time with you (e.g. access to the Calendly

Guides

How to start a staffing agency in 7 steps (with examples)

Explore our comprehensive guide on how to start a staffing agency. Learn about examples, niche selection, financing, and effective marketing strategies.

Guides

10 best insurance agency software your firm needs in 2024

Running an insurance business and looking for the best insurance agency software to manage the day-to-day operations of your firm? Here are our top tools.

Guides

8 client outreach examples to grow your clientele in 2024

Looking for some client outreach examples and ideas to help you close more deals? Here are my eight favorite ways to grow a client base in 2024.

Guides

Bonsai vs HoneyBook: An honest comparison for 2024

Looking to manage your service-based business? Here's a detailed look at Bonsai vs HoneyBook to help you figure out which tool is best for you.

Guides

10 best staffing agency software your firm needs in 2024

Running a staffing agency requires organization. Here are the best staffing agency software and tools to help you run your day-to-day operations.

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10 tools you need in your marketing agency tech stack

Looking to build out your marketing agency tech stack? Here are my 10 favorite tools I use ever single week to run my content marketing agency.

Guides

TaxDome vs Canopy: An honest comparison for 2024

Comparing TaxDome vs Canopy for your accounting firm or CPA practice? We put these tools head to head to help you make a decision on which to go with.

Guides

How to create a Wix client portal (easiest guide)

Learn to create a seamless Wix client portal with Copilot. Discover step-by-step guides, best practices, and user experience tips!

Guides

10 best Indy alternatives to run your service business

Looking for the best Indy alternatives to help you manage your service business? From client onboarding to sending invoices, here are our top picks!

Guides

How to create a QuickBooks customer portal

Looking to create a QuickBooks customer portal to allow your clients to manage their payments and access important documents? This guide is for you.

Guides

How to bill a client for the first time (5 step checklist)

Congratulations, you signed a client! Now it's time to learn how to bill a client for the first time (the right way) and start getting paid for your work.

Guides

7 best travel agency software to boost revenue in 2024

Looking for ways to streamline operations for your travel agency? Here are our favorite travel agency software and tools to help you run your business.

Guides

10 best Flowlu alternatives for service businesses in 2024

Looking for a Flowlu alternative to help run your service business? Here are our top picks to help you manage client communications, payments, and more.

Guides

The ultimate accounting firm tech stack for 2024

Looking to build the best accounting firm tech stack for your accounting or CPA business? Here are my favorite tools to use to run your firm in 2024.

Guides

5 amazing client portals for accounting firms & CPAs

Learn what features to look for when choosing an accounting client portal to help you scale your accounting business.

Guides

21 unique accounting firm website examples to check out

Discover the best accounting firm websites and examples to help inspire yours. Learn what your website should include to build strong client relationships.

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10 best SEO reporting tools that impress clients [2024]

Running an SEO agency and looking for the best SEO reporting tools? Here are some of my favorites I use to run my SaaS SEO marketing agency.

Guides

200+ accounting firm name ideas to help inspire yours

Discover over 200 unique accounting firm names to brand your business. Dive into creative ideas and strategies for memorable branding!

Guides

7 best consulting contract templates for any service

Discover the best consulting contract templates to help you look professional when signing new clients for your service business.

Announcements Featured

Introducing Copilot's App Store and Platform

At Copilot, we set out almost 4 years ago to build the best software suite for creative and professional service businesses. In the beginning, we focused on the foundation and must-have features like a flexible CRM, payments, messaging, and contract management. But every service business is unique and we learned

Guides

7 best freelance contract templates for any service

Ready to sign your first client? Here are seven different freelance contract templates you can use to make sure you don't run into any issues.