Is Copilot the Ultimate Client Portal for Accounting Firms?

And thanks to Copilot for sponsoring this week's Demo Day

[EdWilliams]

this is honestly the best video covering Copilot. none of their walkthroughs give this level of insight. thank you!

[usnaccountant]

Very interesting video. I currently use Canopy and have zapped everything into it. I’ll have to take a deeper dive into this tool

[opzerco]

Wow, I love they opted for flexibility... Essentially allowing us to embed other tools (like Calendly, forms, etc.) rather than trying to create their own subpar version.

Will definitely check this out!

[RomeoHatesShrimp]

I was personally a NOTION HATER, but now I got zeal of the convert and dont look back.

[jakeadams]

Thanks - I was looking for a "portal" that linked to other places and is more flexible than your standard out-of-the-box portal

[georgealbertacanadaeh]

hello Jason, good video about the features of copilot. But you did not say or explain anything about how you get your clients bookkeeping information that you process at your office? I am still having clients clients drop off their monthly financials such as receipts, bank statements, invoices. How are you getting around this to process this that information? All I saw was that you are using this to send messages and do billing and track sales? Nothing about transferring these other items that need processing?

[yaacovtimes]

But I didn't see a document request list that send automatic reminders and syncs to your document manager? Do they have that function? You always push for it but I'm still to see a software that does it but allows those documents to get saved to a different document manager.

[LightemupWMH]

@jasoncpa this seems cool, but would you use this and keeper or how does it work if i plan on going to keeper?

[RonyFogain]

Jason - if we can create a client portal through notion itself, what’s the upside to getting copilot? Honestly speaking

[chrisbarrett]

Okay I love this… but how do I measure when something is better enough to want to move my whole practice to it?

[odoosimple]

Interesante Apple, but I dont see the option to use it in spanish. They are loosing a big opportunitty.