What are the differences between the Starter, Professional, Advanced, and Copilot Plus plans?

You can see a complete breakdown of our plans on our pricing page. 

Starter plan

1. Up to 100 clients total and up to 10GB total storage. 
2. Access to all core functionality including the client management and team collaboration features.
3. Access to all Copilot Apps: Messaging, Billing, Files, Forms, and the Helpdesk. 
4. Customizable branding and color scheme.
5. Credit card processing fees: 3.5% + $0.30

Professional plan

In addition to everything included in the Starter plan:

1. Up to 2,000 clients total and up to 2TB total storage. 
2. Access to Partner Apps and Custom Apps.
3. White-labeling features: Custom web and email domains.
4. Automations: Access to Copilot API and Zapier triggers.
5. Credit card processing fees: 3.2% + $0.30

Advanced plan

In addition to everything included in the Professional plan:

1. Up to 20,500 clients total and up to 20TB total storage. 
2. HIPAA Compliance with BAA
3. White-labeling features: The ability to remove the 'Powered by Copilot' badge.
4. Dedicated expert: Meet with a Copilot expert 1:1 to help set up your portal and workflow automations.
5. Credit card processing fees: 3.1% + $0.30

Copilot Plus

In addition to everything included in the Advanced plan:

1. Higher client and storage limits. 
2. Dedicated customer success manager.
3. Access to build services where our engineering team builds and maintains custom features for you.
4. Continuous backups and retention to Amazon S3 or elsewhere.
5. Custom payment processing fees.