Changelog
Follow up on the latest improvements and updates.
RSS
improved
fixed
December 11, 2025
Accruals Improvements
- For posted accrual journal entries that have fallen out of sync due to edits in the Quickbooks file, we will now highlight issues and allow you to click a link to view the JE in QBO.
Other Improvements
- You can now bulk start tax return projects from the client list.
- Added a display setting to the client list to allow you to choose between showing completed task counts vs. only showing counts for tasks left to complete.
- Refreshed the UI on the task list for cleaner and more consistent navigation.
Bug Fixes
- Updated Add new client flow to make Monthly closes or Tax returns workflows required.
- Fixed a bug where the UI behaved poorly when navigating between files in Receipts.
- Fixed a bug where super admins could not enable personal inbox access in Manage Users.
- Fixed a bug where closing tasks appeared as canceled.
- Fixed a bug where task views were not functioning correctly.
- Fixed a bug where users could not access the client list and received a “Something went wrong” error.
- Fixed a bug where organizer template logic did not save properly.
- Fixed a bug where multi-currency settings enabled in QBO did not appear as an option in Double.
- Fixed a bug where customers were unable to add a QBO client.
- Fixed a bug where client rows did not turn green despite all closing tasks being completed.
- Fixed a bug where archiving clients did not cancel associated tax tasks.
- Fixed a bug where schedules uploaded via batch import showed as “failed to import.”
- Fixed a bug causing popover visibility issues across the app.
improved
fixed
new
Client Portal
Workflow / Task Management
Accruals
Tax
December 4, 2025
Support for Revenue Recognition, Accrued Expenses + AI Bills!
Our automated month-end close features just got more powerful this week with the following major updates:
- You can now add manage your Deferred Revenue schedules in Double and automatically post revenue recognition entries directly to QBO.
- Capture accrued expenses and customize reversals to post automatically or to hold until you're ready.
- Process multi-line, complex vendor bills using AI so all you need to do is prompt, review, and post entries directly to the accounting ledger!
*Accruals and AI Transactions are available for clients on our Scale plan and are currently only available for Quickbooks Online clients. For more information, check out this article.*
Accruals Improvements
- Added support for deferred revenue / revenue recognition.
- Added support for accrued expenses.
- Updated csv export to include column totals and refreshed column labels.
- Added edit capabilities to accrued expenses if you need to make changes after posting.
Tax Suite Improvements
- Final tax return pdfs can now be uploaded to the client's tax return page and accessed by client contacts with Tax access in the Tax returns tab of the client portal - cutting down on "can you send me last year's tax return?" questions.
- Added a Tax permission option for client contacts, which gives contacts access to the Tax return tab, Organizers, and related files.
- The tax status tracker is now viewable by your clients in the mobile app, if enabled.
- Existing conditional logic will be duplicated when duplicating slides & sections in Organizers.
Other Improvements
- You can now edit report titles for client-facing P&L, Balance Sheet and Cash Flow Statement report types.
- Added a new permission options for client contacts: Client admin, which can view and manage all questions in the portal, including reassigning to different contacts.
- Released a design refresh to the client list and task list, which now allows you to freely resize columns, pin the leftmost column for easier scrolling, and reorder columns. This will be gradually rolling out to practices over the next few weeks.
- Tax1099 and Track1099 exports have been updated for the 2025 tax season.
- You can now reorder line items in Receipts transactions and transactions created via the Quick Add menu on the close page.
- Time-stamped balances are now shown by default on Account Rec tasks when enabled in Practice settings.
- You can now bulk remove locations from transactions in file review reports (Quickbooks Online only).
- Close workstreams are now sorted latest to oldest when selecting a timer workstream from the client list.
Bug Fixes
- Fixed a bug where note template titles failed to populate.
- Fixed a bug where refreshing bank feed accounts did not pull in new transaction data.
- Fixed a bug where archiving a tax client did not automatically complete their associated tasks.
- Fixed a bug where publishing financials triggered an “Error printing report” message.
- Fixed a bug preventing some users from asking questions from the Uncategorized Expense report.
- Fixed a bug where auto-save for notes froze.
- Fixed a bug where file uploads to custom tasks failed.
- Fixed a bug where searching client comments (/search-client-comments) timed out.
- Fixed a bug where .QBO files could not be uploaded to Account Reconciliation report attachments.
- Fixed a bug where deleting an accrual generated an error message.
- Fixed a bug where new Xero file connections failed during setup.
- Fixed a bug where column reordering on the client list failed to save.
- Fixed a bug where conditional logic in Organizer slides did not trigger conditional slides in preview mode.
improved
fixed
Workflow / Task Management
November 27, 2025
Bug Fixes & Performance Improvements
This week's update focused on performance improvements and polishing up existing features to make your Double experience even better.
Other Improvements
- Added "Entity Type" for vendors to the Prepare 1099s and Custom 1099 reports.
- Updated the 1099 threshold to $2,000 for 2026 for 1099-NEC by default in the Prepare 1099s report.
- Added "Account Type" and "Detail Type" to Newly Added Accounts report.
- When accrual journal entries are edited in QBO manually after being posted through Double's Accruals, Double will now detect mismatches and display which entries are out of sync.
Bug Fixes
- Fixed a bug where metrics for UK firms showed mixed USD and GBP currencies.
- Fixed a bug where bank feeds prompted some users to route bank accounts unnecessarily.
- Fixed a bug where bulk‑updating transaction splits triggered an error.
- Fixed a bug where accounts were not populating for inter‑company transfers.
- Fixed a bug where the Account Reconciliation “Compare To” column displayed incorrect values.
- Fixed a bug where users were unable to generate Management Reports and instead saw a generic error message.
- Fixed a bug where practice phone number texts were not being delivered to contacts.
- Fixed a bug where users were unable to edit the Detail tab in Client Info.
- Fixed a bug where moving a file from client uploads to a transaction resulted in an error.
- Fixed a bug where Client Details links redirected to Client Notes instead of the appropriate tab.
- Fixed a bug where task due dates displayed inconsistently across views.
- Fixed a bug where archiving a client resulted in an error message.
- Fixed a bug where uploading attachments to Xero showed a confirmation in Double but failed to upload in Xero.
- Fixed a bug where the Client Portal showed transaction questions as “ready” even though they were not visible to the bookkeeper.
- Fixed a bug where fully depreciated fixed assets could not be imported.
- Fixed a bug where some receipts did not generate match suggestions.
improved
fixed
Workflow / Task Management
Emails
Accruals
Tax
November 20, 2025
Group Organizer Slides Into Collapsible Sections
An endless list of questions in tax organizers can be intimidating to clients and hurt completion rates. Now you can group related questions into collapsible sections to make organizers feel more manageable.
Improve completion rates:
Clients see a concise list of sections with progress counts ("3 of 10 complete") instead of an overwhelming list of requests.Focused responses
: Group related questions like "Personal Information" or "Income" so clients tackle one topic at a time.Easy setup
: You can drag and drop slides into and out of sections, and duplicate entire sections with nested slides to make building new organizers more efficient.Collapsible sections are available in your clients' portals on the web and on the mobile app. Learn more about how to build and use organizers here!
*
Organizers are available in our Tax Suite - to enable it for your practice, contact your Customer Success Manager or sales@keeper.app.
Other Improvements
- Expanded the text editor for responding to a client question to make it easier to view text.
- Added clarifier to "Due later" tab in tasks let users know this tab includes tasks due >7 days in the future.
Bug Fixes
- Fixed a bug where a query caused requests to fail when loading data.
- Fixed a bug where the QBO statement balance was syncing even when the setting was disabled.
- Fixed a bug where newly uploaded files failed to display until a manual page refresh.
- Fixed a bug where some recurring tasks did not change to “Overdue” on the client list as expected.
- Fixed a bug where custom file review task columns would disappear from the table after filtering.
- Fixed a bug where users were incorrectly allowed to delete tasks in the “In Progress” status.
- Fixed a bug where label overrides caused column headers to be mislabeled in the client list.
- Fixed a bug where the “Something went wrong” error message appeared when editing visuals in management reports.
- Fixed a bug where certain files failed to display in the receipts inbox.
- Fixed a bug where recoding transactions in Xero caused an error message to appear.
- Fixed a bug where some deposits failed to post due to “Vendor not found in QBO” errors.
- Fixed a bug where users received an error when adding contacts in the Practice-Level Client Portal Settings.
- Fixed a bug where vendor credits could not be selected when creating bill payments in receipts.
- Fixed a bug where firm analytics exports failed to download as expected.
new
improved
fixed
File Reviews
Workflow / Task Management
Accruals
November 13, 2025
Account Recs Just Got Faster and Smarter
We've upgraded account reconciliation tasks to save you time on prep, review, and fixing discrepancies.
What this means for you:
- Work faster with better visibility: See reconciled through dates, and compare statement balances to ledger balances directly on the task.
- Stay in sync: Automatically pull reconciliation reports, statement balances, and reconciled through dates from QuickBooks Online via our Chrome extension.
- Fix reconciliation issues quickly: Use AI to analyze reconciliation differences and identify exactly which transactions are causing the discrepancy, speeding up recs that don't perfectly tie on the first try.
Learn more by reading this help article and checking out the video below.
Task views and manual statement data updates are available for all client types. Chrome extension upgrades are available for Quickbooks Online clients.
Accruals Updates
- Multi-currency transactions are now supported in Accruals.
- Accruals tasks can now be deleted from the Accruals task section on the close page if no longer needed.
Other Improvements
- Added filter for month/year of close on the Kanban view.
- Added support for matching to QBO payroll transactions in AI Bank Feeds.
Bug Fixes
- Fixed a bug where some users encountered errors when attempting to send emails from a question.
- Fixed a bug where the Close page loading bar would stop halfway and never complete.
- Fixed a bug where disabling account numbers in settings had no effect.
- Fixed a bug where the Zapier “Create Contact” action treated the last name as a required field.
- Fixed a bug where splitting a transaction in Bank Feeds resulted in an error message.
- Fixed a bug where the “Select all clients” option in Templates included ineligible clients and blocked submission.
- Fixed a bug where the contact assignee for a connection request in Bank Feeds wouldn’t stick after saving.
- Fixed a bug where the Xero client failed to load after data load completed.
- Fixed a bug where check numbers were not visible in transaction metadata in Bank Feeds.
- Fixed a bug where switching clients from the dropdown menu did not work properly.
- Fixed a bug where admin users could not delete empty custom folders.
- Fixed a bug where multi-currency settings displayed on the close page but were missing from reporting.
- Fixed a bug where a sub-folder for Tax Engagement Files > Tax Year - 2025 was not auto-created for some clients.
improved
fixed
Client Portal
File Reviews
Receipts
Emails
November 6, 2025
Assign Multiple Client Contacts to Questions
You can now assign questions to multiple client contacts at once, making it easier to collaborate and get answers from the right people. Whether you're asking about transactions, receipts, or sending statement and document requests, simply select all the relevant contacts who should see and respond to each question.
Clients can also reassign questions among their team members directly from the portal, cutting down on back and forth and speeding up response times.
Note: This feature requires assignable questions to be enabled for the client.
Other Improvements
- Added the option to bulk select vendors and ask clients for W9s or vendor emails from the Prepare 1099s and Custom 1099s reports.
- Updated the Customer/Projects column in transaction tables to allow for clearing or adding new customers.
- Included statement descriptor for transaction when reviewing multiple possible matches in AI Bank Feeds.
Bug Fixes
- Fixed a bug where standard users were unable to add a task from an email.
- Fixed a bug where auto-created closes did not carry over the assignees as expected.
- Fixed a bug where super admins encountered permission errors when attempting to delete files.
- Fixed a bug where uploading to QBO caused a Business Validation Error.
- Fixed a bug where answered transaction questions displayed a count but failed to show the actual responses.
- Fixed a bug where receipt scan emails only displayed logos instead of the full receipt image.
- Fixed a bug where matching bills triggered a “payment amount must match linked bills” error even when totals aligned.
- Fixed a bug where Amex accounts could not be connected to bank feeds.
- Fixed a bug where adding a vendor to a match in bank feeds failed to complete.
- Fixed a bug where posting receipts to QBO did not upload the attachment to the transaction for some users.
improved
fixed
Workflow / Task Management
Accruals
Tax
October 30, 2025
Save time and maintain consistency with Accrual Presets
Managing accruals in Double just got even faster. With accrual presets, you can now standardize how your firm handles asset depreciation and amortization - reducing repetitive work and ensuring everyone on your team follows the same approach.
Work faster:
Set up your preferred configurations once, then apply them to new accruals with a single click.Stay consistent:
Ensure all team members use the same asset types, methods, and accounts across clients.Reduce errors:
Eliminate the risk of misconfiguring accruals by encoding your firm's standards into the workflow.Onboard with confidence:
New staff can immediately follow your firm's best practices without needing to memorize configuration rules.Define reusable asset type presets in client settings (type, duration, depreciation method, expense account, etc.). When creating a new accrual, select your preset from a dropdown to auto-fill all fields - or adjust values as needed for special cases.
Find the new Settings button in any client's Accruals tab to get started.
Note: Accruals are included for QBO clients on our Scale plan.
Other Improvements
- Organizers can now be moved to an archived state, allowing you to move completed organizers out of your active queue and keeping your client list focused and action-oriented.
- Client notes now auto-save, allowing you more flexibility to pause, navigate around the app, and confidently return to your work.
Bug Fixes
- Fixed a bug where emails sent from practice in the latest month were incorrectly filtered into a historical date section.
- Fixed a bug where journal entry matches did not show transaction information.
- Fixed a bug where the task list failed to load for some users.
- Fixed a bug where marking a linked close task as “Done” from the Inbox marked the entire close as done.
- Fixed a bug where check circle icons and slashes (/) appeared incorrectly on Kanban cards.
- Fixed a bug where the drag-and-drop upload box shrank when dragging a file into the upload popup.
- Fixed a bug where the file preview appeared blank when selecting “Make Transaction” from the client uploads section.
- Fixed a bug where the “Client Property” value was not searchable on the Client List.
- Fixed a bug where auto-complete remained enabled in tax projects even when toggled off.
- Fixed a bug where a toast error notification displayed incorrectly after creating a rule.
- Fixed a bug where exclusions in the Expense Inconsistency report were not working correctly for Xero clients.
- Fixed a bug where the hover menu for Client Portal question replies would not open correctly.
improved
fixed
Client Portal
Accruals
October 23, 2025
We have a new name: Keeper is now Double
With our new name, we’re doubling down on our mission to help accountants save time while producing higher-quality work.
You can continue to count on everything you’ve come to expect from us over the last four years: weekly product updates, world-class customer support, and a team that listens when you tell us what you want.
For more information about why we've made this change and what you can expect, check out Ben's blog post here and a help article with FAQs.
Accruals Updates
- You can now delete Accruals you've created in error from the Accrual task on the close page. Task -> Schedule tab -> 3 dot menu -> Delete
Other Improvements
- Introduced a new practice setting to give firms more control over access to Templates. You can now specify if certain user groups can view or edit templates.
- Added clarifying language when scheduling recurring client questions.
Bug Fixes
- Fixed a bug where some emails were incorrectly filtering into the historical email section.
- Fixed a bug where a transaction was displayed in the incorrect currency on the Profit & Loss report.
- Fixed a bug where file previews were blank when selecting “Make Transaction” from client uploads.
- Fixed a bug where tax codes in receipts were pulling in as “exempt” even when the correct amount of tax was present, causing matches to default to exempt over GST.
- Fixed a bug where the email signature images appeared as attachments and image icons.
- Fixed a bug where the email history tab was not appearing in debug mode.
- Fixed a bug where receipts and bulk deletes were timing out on the frontend.
- Fixed a bug where ending balances were incorrect for 1-month accruals.
- Fixed a bug where dropdowns in receipts and the quick add menu were too narrow.
- Fixed a bug where the auto-complete setting was always enabled for tax projects regardless of toggle status.
- Fixed a bug where client property values were not searchable on the Client List.
- Fixed a bug that caused a runtime error in bank feeds.
improved
fixed
Workflow / Task Management
Receipts
Accruals
October 16, 2025
New Quick Add Menu for Faster Navigation
We've introduced a handy new Quick Add button at the top of the Close page to give you instant access to your most common client-related tools and transactions. Just click "Add" to reveal a curated set of actions:
- Quickly log an internal task, upload a file, or jot down a client note.
- Rapidly record any type of transactions like journal entries, expenses, bills, or invoices in Quickbooks.
Watch for additional Quick Add options as we further streamline Keeper's navigation and usability.
Note: Quick add transactions are currently only available for posting to Quickbooks.
Accruals Updates
- Made improvements and added details to prepaids and fixed assets schedules for simpler month-end tie-outs.
Other Improvements
- Added a "status changed date" for month-end closes and tax projects to help teams understand how long they have been in a given stage like "Waiting on client" or "In progress." This date is now also available in Firm Analytics.
- You can now update the templated dollar threshold in the Transactions > $X report template for easier application to client close tasks.
- You can now pull your client's numeric Keeper ID as an identifier in the client list dashboard.
Bug Fixes
- Fixed a bug where email signatures displayed images as both attachments and icons.
- Fixed a bug where the paperclip attachment icon was not visible for standard users.
- Fixed a bug where dropdowns in the receipts and quick add menu were too narrow to use effectively.
- Fixed a bug where the ending balance was incorrect for one-month accruals.
- Fixed a bug where receipt scans and bulk deletes were timing out.
- Fixed a bug preventing a contact from creating a “Question for Us” in the Client Portal.
- Fixed a bug where a toast error notification was incorrectly displayed after creating a rule.
- Fixed a bug where exclusions in the Expense Inconsistency report were not working as expected for Xero clients.
improved
fixed
File Reviews
Workflow / Task Management
Time Tracking
Receipts
Emails
Accruals
October 9, 2025
Bug Fixes & Performance Improvements
This week's update focused on performance improvements and polishing up existing features to make your Keeper experience even better.
Accruals Updates
- You can now edit the duration of accruals after the initial posting.
Other Improvements
- Added year-to-date timeframe as an option when pulling client financial metrics (revenue, gross profit, net income) into the client list.
- Added column for "Reference" in Xero transaction tables.
- Duplicate vendors/customers report updated to allow bulk selecting and excluding.
- Added multi-currency support for transactions in Receipts.
- Updated settings to allow firms to hide "Inbox" tab or bank feeds when not using these features.
- Added drag and drop functionality to Firm Analytics within saved views.
- Reset changes to Firm Analytics back to the saved view with a new reset button.
- Added description of account type when hovering over account reconciliation tasks to quickly identify if the account is an asset, liability, income or other account type.
- Increased number of rows exportable from timers tables.
Bug Fixes
- Fixed a bug where the row highlight setting was not saving.
- Fixed a bug where sending an email did not clear the email signature from the message body.
- Fixed a bug where the journal entry matches did not show transaction information.
- Fixed a bug where the task list failed to load.
- Fixed a bug where emails were showing inconsistently in the Email History tab in the Portal.
- Fixed a bug where alias emails were not being used to send emails despite - Fixed a bug where emails required the same address in from, to, cc, and bcc to appear in client activity.
- Fixed a bug where the practice phone number receipt was not showing up in the Portal.
- Fixed a bug where the timer total did not update correctly when filtering by dates.
- Fixed a bug where filtering by a custom property on the Client List yielded no results.
- Fixed a bug where formatting errors appeared in the new management report executive summary.
- Fixed a bug where properties filters didn’t work in the Timers Table.
- Fixed a bug where the “Reconnect account” notification appeared in the Client Portal even after all accounts were removed.
- Fixed a bug where the “between” filter on close periods in Analytics did not work.
- Fixed a bug where errors occurred while creating vendors in bank feeds.
- Fixed a bug where having special characters in a username broke the comment-adding functionality.
- Fixed a bug where the “Manager Access” button threw an error when adding a client.
- Fixed a bug where published financial PDFs were not accessible in the - Fixed a bug where auto-complete was always enabled for tax projects, even when the toggle was turned off.
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