Copilot

⭐ Meet the Copilot Platform and App Store ⭐ In our biggest and most important release to date, here's what's new: - 4 New Apps — Client Home, Profile Manager, Autoresponder, and Exporter - Build your own Custom App - Experts Marketplace Blog post: https://lnkd.in/e9k63_Tb App Store: https://lnkd.in/evS2a7Xq Find an Expert: https://lnkd.in/emtqBn5t

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 Learn more: https://lnkd.in/dJJJ7xsc

⭐ The 2024 Copilot Winter Release is here ⭐ We're excited to share our big release of the season. Here's everything that's new. ⬇️ Contracts App - Prepare, sign, send, and manage all your eSignature contracts in one place. - Reusable templates with variable and auto-fill fields. - Comprehensive API, Zapier, and Make support. Notification Center - Unifies notifications about file uploads, contract submissions, form submissions, and invoice payments. - Mark read/unread and delete. Supports an "inbox-zero" experience. - Shortcuts and bulk actions. Client Access - Stay organized as you grow your team. - Give your team members access to specific clients/companies. - Set up client access once, and the permissions magically ripple through the entire Copilot Platform.

Automations on Make.com Starting today, Copilot is available and fully supported on Make. Now, alongside our existing API and Zapier capabilities, you can harness the power of Make's visual programming to automate workflows between Copilot and the apps you use daily. Full announcement: https://lnkd.in/eQNgRHgS Make profile: https://lnkd.in/dBrfghKi

Jason Staats, CPA did a deep-dive of how accounting, bookkeeping, and financial services companies are using Copilot to build incredible client experiences. Check it out ⬇️ https://lnkd.in/gnAaExqS

Jason Staats, CPA did a deep-dive of how accounting, bookkeeping, and financial services companies are using Copilot to build incredible client experiences. Check it out ⬇️ https://lnkd.in/gnAaExqS

⭐ The Copilot 2023 Fall Release is here ⭐ This one packs many of the most requested features we've heard this year including: - Google auth for your team and clients - Mobile app PWA - Messages API - More customizations Full blog post: https://lnkd.in/eReRH6pS

We just released our Messages API, a new way to streamline and automate communication with clients. This is yet another feature we're rolling out in service of building the most comprehensive platform designed for service businesses. New API: https://lnkd.in/exrSDq_2 Copilot on Zapier: https://lnkd.in/eHHGMEiu