Case Study: Orca Accounting achieves 4.5x growth and 75% faster onboarding with Copilot

How Orca Accounting Scaled 4.5x in 7 Months with Professional Client Portal Software

Orca Accounting, a bookkeeping practice, faced challenges with a fragmented and informal client management system that relied on email, shared drives, and text messages. This disjointed process made client onboarding time-consuming and lacked the professional, branded experience founder Leah McCool wanted to provide. To solve this, she turned to the client portal platform from vendor Copilot.

By implementing Copilot’s integrated portal, Orca Accounting consolidated client communication, file sharing, and task management into a single, secure platform. The solution automated onboarding with custom forms and tasks, and integrated tools like Calendly for scheduling. This resulted in dramatic growth and efficiency: the firm scaled its client base by 400% in just seven months, cut onboarding time by 75%, and reduced email back-and-forth by 80%.

Orca Accounting

Leah McCool

Owner