Locations
New York, NY, USA
industry
Administrative Services · Consumer Products · Hardware · Information Technology · Professional Services · Software
Size
11-50 employees
Stage
Series A
founded in
2020
Copilot is a customizable client portal software designed for service businesses, enabling firms like accounting, marketing, and consulting to streamline client interactions through secure messaging, file sharing, invoicing, and task management. The platform offers a unified experience for clients, allowing businesses to enhance their brand and improve service delivery with automation and integrations. Trusted by over 1,000 businesses and 1 million clients, Copilot positions itself as a leader in the tech-enabled service industry, providing essential tools for modern firms to operate efficiently and effectively.
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