Explore how Copiafy serves professionals across multiple industries.
Create and manage financial goals
Create and manage financial goals for clients (debt payoff, savings, tax prep)
Organize recurring and one-time expenses
Organize recurring and one-time expenses for tax season
Track and manage credit disputes
Track and manage credit disputes with built-in templates and letter history
Collaborate with your clients
Maintain compliance by keeping client data secure and private—no banking integrations required
Solo practitioners, boutique firms or heads of households
Tax preparers offering year-round planning
Accountants working with small business owners
Consumer Protection Solutions
Credit Counselors
Organized, secure, and built for compliant case management.
From financial advocates to dispute resolution professionals, Copiafy provides the tools to create letters, manage documentation, and track cases—without linking to credit agencies or banking institutions.
Accounting Solutions
Accountants, Tax Preparers & CPAs
Client-ready financial organization.
Copiafy helps accounting professionals track client goals, organize bills, and manage disputes—all in one platform. Offer more than just tax prep with tools built for ongoing financial clarity.
Finance Solutions
Financial Planners & Coaches
Turn goals into real progress together.
Help clients take action on their goals with a shared dashboard that tracks savings, debt reduction, and spending habits. Copiafy adds accountability and clarity to your coaching.
Real Estate Solutions
Real Estate Agents & Brokers
Track commissions and help clients get financially ready to buy.
Copiafy helps agents manage income and recurring costs, while also supporting buyers through financial goal setting and documentation ahead of mortgage qualification.
Why Copiafy?
No bank account
No third-party data sharing
Built for real-world flexibility
Choose the Copiafy solution that aligns with your work—and start managing your finances or supporting your clients more effectively.
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