Guides

5 Powerful Ways Your Accounting Firm Can Use Automation

Discover five transformative ways to leverage accounting firm automation with Copilot. Boost your productivity, accuracy, and client satisfaction.

How Copilot Helps You Improve Client Retention

In this article, we'll show you how Copilot can improve client retention for your agency or firm.

Guides

5 Ways to Automate Client Portals With Copilot and Zapier

Unlock the power of automation for your service business with Copilot and Zapier. Learn 5 ways to streamline operations and enhance your client services.

6 Steps to Writing Great Knowledge Base Articles (Template)

In this article, we'll show you a simple step-by-step process for writing effective knowledge base articles, plus templates you can use.

Guides

6 Best Remote Work Software and Tools for Teams in 2024

With so many remote work software tools available, the market can be tough to understand. Here's our list of the most user-friendly ones on the market.

Announcements

Introducing Copilot Automations

We’re excited to launch Copilot Automations, a set of pre-built workflows that help you save time, reduce human error, and overall run a more streamlined business. Jump right in and check out the new automation templates or read on to learn more about our motivation for this release and

Guides

The Ultimate Guide to Law Firm Automation Workflows

Maximize your firm's efficiency with law firm automation. Streamline client acquisition, intake, billing, and boost your bottom line. Learn more here.

Announcements

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

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

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.

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.

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

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 Fire a Bad Client (The Right Way)

Have you found yourself in a difficult position with a problematic client? In this article, we'll go over how to fire a bad client (the right way).

Guides

How to Create a Custom White Label Client Portal

Learn how to customize the look, feel, and functionality of your white label client portal so you can create a better user experience for your clients.

Guides

7 Steps to Start a Freelance Business (With a Full-Time Job)

Ready to take the leap and learn how to start a freelance business? In this article, we'll go over how you can get your freelance career started.

Guides

How to Ask for a Referral From a Client (+ Best Templates)

Some of the best clients come from personal recommendations. Learn how to ask for client referrals and discover email referral templates you can use.

15 Questions To Ask Clients Before Signing a Contract

We asked the experts for the top 15 questions to ask potential clients to ensure they're a good fit for your business. Here's what they said.

Guides

How to Deal With Difficult Clients: 7 Powerful Strategies

Some clients can be a headache. We put together seven ways for how to deal with difficult clients, so you can create great client experience — every time.

Announcements

Introducing Copilot 1.0 and Announcing our Series A

We started working on Copilot (previously Portal) more than two years ago to help service companies start, run, and grow their business. Today we're delighted to unveil our latest version, Copilot 1.0. With Copilot 1.0, businesses can set up a client portal that enables clients to

Announcements

Copilot 2022 Winter Release

We're excited to share details of the Copilot Winter Release – the most significant release in our company's history. It includes four major new features and hundreds of design and performance improvements. Read on! A revamped Copilot Admin The new Copilot Admin is out and you can

How To Create an Effective Value-based Pricing Strategy

Learn how to create an effective value-based pricing strategy to generate more revenue from your productized services.