You can see a complete breakdown of our plans on our pricing page.
- Up to 100 clients total and up to 10GB total storage.
- Access to all core functionality including the client management and team collaboration features.
- Access to all Copilot Apps: Messaging, Billing, Files, Forms, and the Helpdesk.
- Customizable branding and color scheme.
- Credit card processing fees: 3.5% + $0.30
In addition to everything included in the Starter plan:
- Up to 2,000 clients total and up to 2TB total storage.
- Access to Partner Apps and Custom Apps.
- White-labeling features: Custom web and email domains.
- Automations: Access to Copilot API and Zapier triggers.
- Credit card processing fees: 3.2% + $0.30
In addition to everything included in the Professional plan:
- Up to 20,500 clients total and up to 20TB total storage.
- HIPAA Compliance with BAA
- White-labeling features: The ability to remove the 'Powered by Copilot' badge.
- Dedicated expert: Meet with a Copilot expert 1:1 to help set up your portal and workflow automations.
- Credit card processing fees: 3.1% + $0.30
In addition to everything included in the Advanced plan:
- Higher client and storage limits.
- Dedicated customer success manager.
- Access to build services where our engineering team builds and maintains custom features for you.
- Continuous backups and retention to Amazon S3 or elsewhere.
- Custom payment processing fees.