Copiafy For Business
More value To your clients.
The all-in-one financial wellness workspace that helps you deliver more value to clients while saving time.
Save Time
Automate client check-ins and progress tracking
Build Trust
No bank linking. Client data stays private.
Increase Revenue
Turn seasonal clients into year-round revenue
3-day free trial
•
Cancel anytime
Help Your Clients on the Path to Financial Freedom
Every plan includes a 3-day free trial. Cancel anytime, no questions asked.
⭐ Most Popular
Starter
$59 /month
Growing Professionals
For advisors, tax preparers, and coaches managing multiple clients
Manage up to 50 clients
White-label client portal
Advanced reporting
Automated client onboarding
Priority support
Potential ROI
Charge 50 clients $100/mo → Earn $5,000/mo
No credit card required
Pro
$149 /month
Established Firms
For financial firms and enterprises serving hundreds of clients
Manage 500+ clients
Multi-user team access
Dedicated account manager
Custom integrations
API access
Potential ROI
Charge 500 clients $100/mo → Earn $50,000/mo
No credit card required
✨ Client Self-Service
Free
Your Clients Free forever
For Your Clients
Your clients sign up free to input their financial data—you manage it all from your professional account
Your Clients Sign Up Free
They input their data. You manage it all from your dashboard.
Unlimited client invites
Basic financial tracking
Data sharing with advisor
Mobile & desktop access
Perfect for Client Engagement
Give your clients free tools to track their finances. You get visibility without data entry hassle.
Free forever • No credit card
How Copiafy Works for Professionals
Simple. Scalable. Profitable.
1
Invite Your Clients
Send invite links to your clients. They sign up FREE and input their own financial data.
2
Manage from Dashboard
View all client data in one place. Track progress, generate reports, provide guidance.
3
Earn Year-Round
Turn seasonal work into recurring revenue. Charge $50-500/mo per client for ongoing support.
Questions? We've Got Answers.
Common questions from financial professionals
Ready to Transform Your Practice?
Join hundreds of financial professionals earning year-round revenue with Copiafy.
3-day free trial
Cancel anytime