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
- Highly customizable, no-code platform.
- Modern, clean, and intuitive user interface.
- Focus on creating a premium, app-like client experience.
Unique Value: Empowers non-technical business owners to create a fully custom, professional, and modern client portal that consolidates all aspects of the client relationship.
🎯 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
Offers significantly more customization and a more modern aesthetic than most all-in-one practice management tools, and is more business-focused than general no-code website builders.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Advanced tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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