Try BopSuite with real data
One click puts you inside the actual product, pre-loaded with 12 sample clients across different states. Click anything. Approve, reject, send reminders — nothing here is real.
Start interactive demoNo signup · No credit card · Your own sandbox for 24 hours
What's loaded in your sandbox
Realistic data across 12 sample clients so every feature has something to show.
Past-due, overdue, and ghosted clients
See how Smart Nudges surface who needs a phone call vs. another email.
Submissions waiting for your review
Approve or reject documents with comments — the client gets notified to resubmit.
AI-powered nudge text
Plus & Pro plans get personalized recommendations, not generic templates. (Demo runs on Pro.)
Real-feeling reminder emails
Send a reminder from the request page — we suppress the actual send and show you the receipt.
8 starter templates pre-loaded
Tax returns, bookkeeping, intake forms — drag fields, edit labels, see how the builder works.
Branded client portal
Open the portal preview to see exactly what your clients would see.
A guided tour walks you through
When you land in the demo, a 10-step tour highlights the most important parts of the product. Skip it any time, or click through at your own pace. Refresh to resume where you left off.
Already convinced? Skip the demo and start your free trial →