Alex Roytenberg CPA

We use it as part of our CPA practice and the clients have enjoyed the experience and makes things easier and more centralized for us with both payments and contract signing on a single platform that we are able to feed the rest of our process.

Have had Copilot from the very start and the product have been solid from the very beginning.

Hey Marlon and the rest of the rest of the Poral congratulations on Launching. Anyone thinking of using Portal I can say that we have been using it with clients for about 6 months or so and its been really useful for communications, sharing info/files/billing and also lead capture with people interested in talking to us for the first time. Can't wait for all the new options/tools coming up to...