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copilot.com

@copilot

1 month

Today we're rolling out a brand new payments experience on Copilot. What's new? - Billing API endpoints & webhooks - Reusable products/prices - Payment retries - Granular control over who pays for payment fees - Detailed errors and decline reasons - 25+ other improvements

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copilot.com

@copilot

4 months

We just launched Custom Visibility for Apps. Let's say you're a business with different tiers of service for different clients. Now you can make different apps available to clients on different tiers. For example, you could only give your premium-tier clients access to schedule

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copilot.com

@copilot

6 months

CPAs — this is exactly how you configure Copilot to elevate your client experience! Great setup you have @bradncpa ! 👏

Brad Nelson

@bradncpa

6 months

I made a video on my demo copilot portal and why I like it. Hope it helps some folks if they're thinking about portals. #CASTwitter

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copilot.com Retweeted

Lachlan Nicolson

@lachynicolson

8 months

We've built our entire client Hub on @copilot and we LOVE IT. Features, Speed and Support is 💯

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copilot.com Retweeted

Jimmy Kelly

@jimmykellylabs

8 months

@copilot x @airtable portal is such a come up for client engagement. So amped for the new systems and new clients on their way in this week. Closing the day on a win 💪

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copilot.com Retweeted

Marlon Misra

@marlonmisra

8 months

Kudos to the team for another incredible release. 🙏 We're now another step closer to building the OS for service businesses, powering everything from payments, messaging, contracts, and more. Check out the video to see me demo everything that's new.

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copilot.com

@copilot

10 months

Copilot is now fully supported on @make_hq Full announcement: Make profile:

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copilot.com

@copilot

1 year

Check out this product demo of Copilot by the one and only @JStaatsCPA . Great insights on how accounting, bookkeeping, and financial services companies are customizing Copilot to build incredible client experiences.

Is Copilot the Ultimate Client Portal for Accounting Firms?

💰 Learn more about Copilot here https://www.copilot.com/solutions/accounting-client-portalAnd thanks to Copilot for sponsoring this week's Demo Day📃 Get th...

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