Multiple Company Feature ETA

post by Andrew_Lowe on May 23, 2025

Hi Copilot Team,

Any ETA on when the Feature to Tie Clients to Multiple Companies is set to ship?

post by marlon on May 24, 2025

We’re on track to ship it by end of June!

post by Christian_TenEyck_EA on May 29, 2025

From another Request Thread :

Hi Team ,

Product Enhancement request Follow Up

Do we have a Date and deliverable for this Feature?

Internal Facing

• Would love to be able to have 1 Client that manages multiple Companies or services.
• This would be great to either Link a Business or a Client to a Business Feature.
• This will eventually be able to assign Partners specific to Business Profiles rather than individuals for legal and Tax Purpose.
• Assign Features or development to an

Client Facing Dashboard

• Toggle Between Multiple Business Assigned
• Bifurcation of Assigned Projects, Contracts and Invoices to Business
• Bifurcation of Assigned Features and Statuses

Christian TenEyck, EA

post by Veronique_Cadet on May 30, 2025

Hi @Christian_TenEyck_EA ! Thanks for sharing this enhancement request. I want to make sure I fully understand what you’re asking so I can provide the most accurate update.

Are you referring to the ability for a single client to be associated with multiple companies? If so, this feature is already in development and is scheduled to be released by the end of June. With this update, clients will be able to switch between companies in their portal, and all associated data (contracts, invoices, and more) will be separated by company.

A couple of things I’d love clarification on:

1. When you mention “partners specific to Business Profiles,” could you explain what you mean by partners in this context?
2. Are there additional features you’re envisioning beyond what’s already planned with the upcoming release?

Once I have a better understanding, I’ll be able to provide more specific insights. Thanks again! Looking forward to your reply.

post by Brianna_Goodman on Jun 10, 2025

Thank you, Marlon, for the update. Really looking forward to this feature!

post by Christian_TenEyck_EA on Jun 23, 2025

1. When you mention “partners specific to Business Profiles,” could you explain what you mean by partners in this context?

• I have several Personal Profiles, that may be needed to be assigned to one Business.
• I am hoping that we can eventually add a monetize feature to the Business and Personal in the CRMs.
  • We cannot auto check or charge monthly platform fees to each individual to recoup the Admin Costs we carry with you as a solution provider.
  • I have to manually Invoice each person when they sign up to use the Platform for their Convenience.
  • It is Revenue Forward thinking, but is a way many Firms that are cloud-hosted to ;
    • Drive Revenue Share between the Developers > Admin Users > to Clients Facing Users
    • The Revenue then grows your budget to drive development.

I am more than happy to share thoughts with you or @marlon in a meeting.

post by Andrew_Lowe on Jul 1, 2025

Hi Marlon,

Any updated ETA on this feature? I don’t believe it has shipped with the latest update with Shopify-like service menus.

post by brittany on Jul 2, 2025

Hi @Andrew_Lowe thanks for reaching out! This is slated for release at the end of July – almost there! I know this is a highly anticipated feature and look forward to getting it into your hands. In the meantime, please don’t hesitate to reach out with any questions or requests.

post by Andrew_Lowe on Jul 24, 2025

Just to follow-up on this request. How’s the ETA on this feature shipping? Is it still looking like this will be ready for End of July?

post by Veronique_Cadet on Jul 25, 2025

Hi @Andrew_Lowe! Thanks for reaching out! Right now the ETA for this feature’s release is first week of August for our beta users and in mid August it will be released to everyone. We apologize for the delay! Please let us know if you have any other questions. We are always here to help!

post by Christian_TenEyck_EA on Aug 6, 2025

Do we have a Date of Deliverable Set?

post by Andrew_Lowe on Aug 7, 2025

Any news on this now that the first week of august has passed? Looking to implement this feature ASAP.

post by marlon on Aug 7, 2025

Rolling out to beta users in <24 hrs. Final stretch, stay tuned.

post by Daniel_Leger on Aug 12, 2025

Hi @marlon - Is there a way we can get beta access to this? We need the feature turned on ASAP for our clients, it will be extremely helpful for us. Thanks.

post by Christian_TenEyck_EA on Aug 12, 2025

So Far the Beta Version is Working ,

I am drilling down into the granular level items such as Application and Billing to > each company level.

post by Veronique_Cadet on Aug 12, 2025

Hi @Daniel_Leger! Thanks for reaching out! Please email support@copilot.app, and we will add you to our Launchpad program. Thanks!