Copilot Blog (Page 4)

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ShareFile vs SmartVault

ShareFile vs SmartVault: An honest comparison for 2024

Can't decide to go with ShareFile vs SmartVault? In this article, we'll do a teardown of both platforms (and a third) to help you make a decision.

White label software

7 best white label software for tech agencies in 2024

Leveraging white label software is a great way to build features into your products and services quickly. Here are our favorite tools right now.

Client billing: A full guide to getting paid for your work

Nothing beats the feeling of getting your first invoice paid. In this article, I'll walk you through everything you need to know about client billing.

Best client reporting tools

7 best client reporting tools for 2024 (Free + Paid)

Looking to automate reports for your clients? Here are our favorite client reporting tools to help you create an amazing experience for your clients.

Consulting business model

Consulting business model: The ultimate guide for 2024

In this article, we'll explore the power of a consulting business model. If you have a knack for solving business problems, this is a fruitful model.

8 powerful ways to find more B2B clients in 2024

Looking to get more B2B clients? In this article, we'll go over eight different strategies you can use to find more prospects for your business.

Bookkeeping client onboarding checklist

How to onboard a new bookkeeping client: A full checklist

Onboarding is the first impression a client has working with you. Here is a bookkeeping client onboarding checklist that will impress your clients.

B2B lead generation examples

8 B2B lead generation examples you should learn from

Getting new clients is hard. Discover over eight powerful B2B lead generation examples that you can use to win more clients in 2024.

Client reporting

5 steps to perfecting your client reporting meetings

Reporting can be a pain, but it doesn't have to be. Learn my approach to perfecting client reporting meetings using just five crucial steps.

Vendasta alternatives

10 best Vendasta alternatives and competitors in 2024

Looking for a Vendasta alternative to help you run your agency? In this article, we'll go over our favorite alternatives to Vendasta.

How to retain clients

How to retain clients for your agency (6 strategies)

During the past couple of years, I've had (almost) perfect client retention. Here is my guide on how to retain clients for the long term.

SEO reporting dashboard

How I create SEO reporting dashboards my clients love

What is an SEO reporting dashboard and how do you create one? In this article, we'll go over everything you need to know about client SEO dashboards.

Liscio alternatives

10 best Liscio alternatives for service businesses in 2025

Looking for a Liscio alternative to help you run your accounting business? Here are our top picks for business owners in 2025.

Accounting blogs

15 best accounting blogs you should be reading in 2024

Discover the best accounting blogs to help you stay up to date with the latest accounting-related news, resources, and articles.

HoneyBook alternatives

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!

Marketing for accounting firms

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.

Automate client onboarding

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.

Custom Visibility for Apps

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

How to start a staffing agency

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.

Insurance agency software

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.

Client outreach examples

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.

Best staffing agency software

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.

Marketing agency tech stack

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.

TaxDome vs Canopy

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.

How to create a client portal in Wix

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!