Double
Log in
Sign up
Roadmap
Feedback
Feature Requests
Changelog
Search
Boards
Feature Requests
3120
Roadmap
Filters
Under Review
52
Option to Auto Add Client Comments
Feature Requests
117
Create Task from 'Questions from client'
Feature Requests
68
Disable 'uploaded # file' notification emails
Feature Requests
159
Support Journal Entries in the Prepare 1099s report.
Feature Requests
22
Better support for multiple currencies
Feature Requests
27
Add tax codes to rules
Feature Requests
33
bulk delete receipt files
Feature Requests
54
Show a Count on the Client List View
Feature Requests
220
Move closing tasks to custom task sections and vice versa
Feature Requests
19
Show creator of firm wide custom views
Feature Requests
175
Change time periods for Metrics
Feature Requests
67
Edit file review report names under default close sections
Feature Requests
61
Edit section names on templates
Feature Requests
50
Internal client names on the Client List vs client names on Management Reports
Feature Requests
82
Additional Zapier Actions/Fields
Feature Requests
116
Color Coded User Settings Bubble
Feature Requests
102
Allow admin to end timers of other users
Feature Requests
63
Bulk add assignees and due dates in Templates
Feature Requests
44
Customize/remove columns in Task List / Inbox
Feature Requests
47
Filters for client portal: Date of Transaction
Feature Requests
83
Custom P&L Variance Thresholds
Feature Requests
11
Pull amounts for line items on saved search reports
Feature Requests
62
Vendor Balance Reconciliations
Feature Requests
33
Make it easier to set up merged client portal contacts
Feature Requests
35
MGMT report frequency options
Feature Requests
Planned
54
Scheduled email improvements
Feature Requests
183
P&L Filtered by Class or Location
Feature Requests
73
Move tasks from Close Template to Task Template
Feature Requests
116
"Start Timer" Button V2
Feature Requests
363
Demo Account!
Feature Requests
327
Double Certification Program
Feature Requests
294
Allow client to pick from lists and classify transactions in Transaction Questions. (add dropdowns)
Feature Requests
33
Save Kanban view as the default option on the client list
Feature Requests
132
Ready for Review status on tasks
Feature Requests
55
Type size on Reports
Feature Requests
38
Remove tabs and add sections
Feature Requests
81
Remove an attachment added in error in the client portal
Feature Requests
116
Support splitting in deposits
Feature Requests
45
Transaction Review task
Feature Requests
72
Notifications to firm
Feature Requests
320
Custom Automated Email Reminders
Feature Requests
In Progress
13
Updated Tax1099 import template
Feature Requests
38
Ability to send Questions (Transaction Questions & Non Transactions Questions) to multiple assignees at once.
Feature Requests
41
Interactive Financials: Show Footnotes on the client view of the financials
Feature Requests
134
Customize the Statement of Cash Flow Info details
Feature Requests
92
Receipts! - Code Receipts by Product/Service (not just by category)
Feature Requests
108
Ability to open links in new tab
Feature Requests
30
Zapier: Add possible values to Get Property Columns output
Feature Requests
88
Task Description Update
Feature Requests
36
Kanban sticky and searchable bar
Feature Requests
Powered by Canny
