## Oddities with Multiple Companies

The main pain point is that our clients want only one consolidated view - it’s especially difficult for clients who have multiple engagements with us (multiple companies, multiple trusts, and their individual tax returns and maybe the tax returns of their family members who they manage through Power…

## Multi-company Clients & Renaming "Clients" and "Companies"

Also, if a client only has one company attached to them, how come the bar on the left doesn’t show a split between personal and company allowing you to switch between views as shown in one of the images above. This is problematic because it would be good to have this split available even if a person…

I’m glad this feature is here now! Question: Many of us needed to “make do” with the old system even when there were clients with multiple companies and sometimes that means uploading company files under their individual channel. Migration Question - If I now want to place historical tax files und…

## Have we received multiple payment capabilities yet?

Any word from Stripe’s engineers to make PAD available in Canada? I know you reached out in January 2025 and they were working on an update at the time. Any updates would be appreciated.

## Multiple Company Feature ETA

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

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?

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

## Portal Notifications Going to Spam

I read somewhere that you shouldn’t have multiple SPF records otherwise authentication would fail and could lead to even more spam triggers. “Having multiple SPF records will cause DNS lookup errors and make SPF authentication fail, potentially causing emails to be marked as spam. You need to merge…

I’ve set this record up already. Does this achieve the same result? I still have SPF problems in the report even though I have this record:

## Upload Notification Behaviour

Great! That’s good to know. A couple more questions:
If I upload an empty folder, will clients be notified? (For example if tax season is approaching and I want all the client to have a folder to drop their tax information into, could it work that way if I mass upload an empty folder to all avail…

## TeamWork.com & TeamWork Desk Integration?

[Teamwork.com](http://teamwork.com/) is for the project management piece and capacity management and [Teamwork.com](http://teamwork.com/) Desk is for Email handling (parses Gmail where each email is a “ticket” that can be assigned to a project). It would be great to have an internal-app integration with these tools to be accessible in the Copilot…

## Print Button Option From Files or Contracts App

Yes, ideally in 2 places.
Where you’ve indicated. Next to the download button when you double click a document (PDF) for preview in the top-right corner.

## Founder AMA - Ask us anything!

Is the AMA still open? If so, I’ll ask this question. Email still seems to be a key part of the Service Based Business workflow. What I am finding is that, even with the messages app, because clients often email an inbox with requests outside of copilot, it’s still difficult to ensure all clients e…

## Corporate Notifications vs Personal Notifications

Thanks for logging the feature request!

## Magic Link - Expiration Behaviour

Ahh yes, it was in the same browser session, maybe it’s intended that way for ease of use if the window was accidentally closed in the same browser session?

Thanks for letting me know! This sounds like good programmed behavior. But I did test a link one time, and was able to log in with it multiple times using the same link. Is that a bug right now? I haven’t tested it again so I don’t know if it’s replicable.

## Magic Links Question - No Account Behaviour?

Ahh that makes sense. If that’s the case, would the team consider changing the verbiage to something like this? "If you have a client portal account with this email address, the login link has been sent to that email address. Click the login link to login" This would be a little clearer to the c…

## Uploaded file name changed to small letters only

I second this, this would be good to have because, right now, I’m having to Copy and Paste the original title name over the edited name each time I upload a document.