Copilot

Copilot is a white-label client portal platform for accounting and professional services firms, with a strong emphasis on customizable client experience and extensibility through its API.

Firms use it to give clients a branded interface — on a custom domain, with the firm’s logo and colors — for messaging, document sharing, e-signatures, scheduling, invoicing, and task management. The platform is designed around the idea that the client-facing experience reflects the firm’s brand, rather than the software vendor’s.

Beyond the standard portal features, Copilot has invested in a developer API and a marketplace of custom apps, allowing firms or third-party developers to embed additional functionality into the portal. This makes it a viable option for firms that want to automate specific client workflows or integrate proprietary tools. External embeds, webhooks, and per-client view customization give firms flexibility that most practice management portals do not offer.

It is best suited for modern firms that place a high priority on the client experience and want a polished, branded interface. Firms interested in building custom automations or integrating niche tools via API will also find it a practical choice. It is less focused on internal workflow management than platforms like Karbon or Financial Cents.