Copiafy For Professionals

CPA CFP® ChFC® EA AFC® Financial Coach

Your expertise deserves Better tools.

The financial wellness platform built for credentialed professionals who take their craft seriously. Elevate your practice while honoring your professional standards.

Professional Standards

Built with ethics, compliance, and fiduciary duty in mind

Deepen Relationships

Transform transactions into trusted advisor relationships

Protect Your Brand

White-label everything—your reputation, your presentation

3-day professional trial • 20% qualifying member discount after first month

Plans Built for Professional Practices

Every plan includes a 3-day trial with personal onboarding. Professional association members save 20%.

⭐ Most Popular

Starter

$59 /month

Established Practitioners

For CPAs, CFP®s, and coaches building comprehensive client relationships

Professional dashboard for 50 clients

Complete white-label branding

Professional-grade reporting

Compliance documentation tools

Professional support priority

Professional Practice Value

Build retainer relationships: 50 clients @ $150/mo = $7,500/mo practice revenue

3-day trial • Personal onboarding included

Pro

$149 /month

Professional Firms

For multi-credentialed firms serving extensive client bases with team collaboration

Enterprise dashboard for 500+ clients

Multi-professional team access

Dedicated success manager

Advanced compliance & reporting

API & custom integrations

Professional Practice Value

Build retainer relationships: 500 clients @ $150/mo = $75,000/mo practice revenue

3-day trial • Personal onboarding included

✨ Client Self-Service

Free

Free for your clients

For Client Self-Service

Your clients use free accounts to organize their data—you provide expert guidance from your professional dashboard

Professional Client Empowerment

Clients organize their data. You provide expert guidance and strategic planning.

Unlimited client invitations

Client data organization tools

Professional advisor access

Bank-level encryption

Client Empowerment Model

Your clients build capability. You provide credentialed expertise. Together, sustainable success.

Free forever • No credit card

Professional Association Members Save 20%

AICPA • FPA • NAPFA • AFCPE • XY Planning Network

Discount applied automatically after 30 day (first month) verification period

How Copiafy Elevates Your Professional Practice

Professional relationships. Strategic guidance. Sustainable practice.

Invite with Confidence

Send professional invitations to clients. They organize their own data in a secure, empowering environment.

Provide Expert Guidance

Access organized client data. Focus on strategic planning, not data entry. Deliver the expertise your credentials represent.

Build Lasting Relationships

Transform one-time engagements into ongoing advisory relationships. Your professional practice, elevated.

Questions from Credentialed Professionals

Built with your professional standards in mind

Elevate Your Professional Practice

Join 1,200+ credentialed professionals delivering exceptional outcomes with organized, ethical, elevated practices.

3-day professional trial

Personal onboarding specialist

20% association discount