Follow up on the latest improvements and updates.

RSS

April 9, 2026

new

Workflow / Task Management

Collaboration / Commenting

Receipts

Accruals

April 9, 2026

Comments Refresh

Staying on top of client and team conversations just got a lot easier. We've redesigned the comments experience so you can find what you need, see what matters most, and keep work moving without getting lost in the noise.

What's new:

A cleaner, more intuitive design
makes finding and recalling conversations easier than ever.
Smarter search
helps you surface the right comments faster.
See what needs you, not everything open
- your client list now only flags unread comments so you're not distracted by open threads that don't need your attention. Firms that want to display all open comments can enable this in their Practice Settings.

This will be gradually rolling out to practices over the next few weeks.

General Improvements

You can now create accrual templates to apply across clients.
Google Gemini models are now available for AI transactions and AI reconciliations.
You can now download files directly from the document previewer in Client Uploads through the “…more" dropdown menu.

Bug Fixes

Fixed a bug that prevented comments from loading on the client list.
Fixed an issue where comments remained marked as "Unread" after being viewed.
Fixed a bug that prevented users from updating or clearing date-type properties under Client Info → Properties.
Fixed a bug where the emoji picker in client notes opened behind the notes modal.
Fixed a bug where recurring tasks created via the inbox's Add task option were saved as non-recurring tasks.
Fixed an issue where tasks weren't carrying over when creating a new close.
Fixed a visual issue where the Practice settings modal was positioned too low on the screen.
Fixed a Xero bug where updating an account could unintentionally update a linked account.
Fixed an issue that prevented some users from successfully connecting a Xero ledger.
Fixed an error that caused the Management Reports configuration page to fail when saving changes.
Fixed a bug that could cause duplicate bank feed transactions to appear in reconciliations.
Fixed a bug where the Bank Feeds "For Review" section could get stuck.

April 2, 2026

new

Workflow / Task Management

Accruals

April 2, 2026

Double MCP Server
You can now connect Double to Claude or ChatGPT and manage your work without ever leaving your AI assistant.
• Delegate and reassign tasks
 — ask your assistant to reassign a teammate's work when they're out of office.
• Turn meetings into action items
 — paste in a transcript and have tasks created, assigned, and due-dated automatically.
• Get team performance insights
 — ask who's completing the most work or flagging late on deadlines.
• Sync with your calendar
 — create calendar reminders from your Double tasks due today.
To learn more about how this works and what you can do with our MCP server today, check out this help article. More supported interactions are on the way!
General Improvements
You can now record asset dispositions and impairments directly in Double's Accruals, so write-downs and disposals are handled within your existing workflow rather than outside the system.
The icon on tasks linked to client portal questions now correctly shows the client question icon, making these tasks easier to distinguish at a glance.
Improved the Chrome Extension installation flow so SuperAdmins have the information they need to complete setup.
Bug Fixes
Fixed a bug where line items would disappear when creating a journal entry from the Quick Add menu.
Fixed an issue where email notifications were not being sent when clients uploaded files.
Fixed a bug that prevented users from opening certain files.
Fixed an issue where saved view column order on the client list was not persisting between sessions.
Fixed an intermittent issue where filtering by task tag on the task list would sometimes return no results.
Fixed an error that occurred when checking the "2026 Filed" and "W9 on File" boxes in 1099 preparation.
Fixed an issue where completed organizer questions appeared out of order when downloaded.
Fixed a bug that prevented users from scrolling to the top of the page selector when adding a new report page.
Fixed an issue where QuickBooks Online data refresh could freeze at ~90% and lock the UI for certain clients.
Fixed a bug where archived emails were not appearing in the Archive folder in personal and practice inboxes.
Fixed a display issue where the bulk edit dropdown would render behind other components in file reviews.
Fixed an issue where the "Needs reply" option was incorrectly available to clients even when the firm had disabled inbound questions.
Fixed a bug where role selection for Close Statuses notifications was not saving properly.
Fixed the Save Prompt button being missing or misplaced in AI Journal Entries.
Fixed a display issue where the tax tracker text in the client portal was running off the page.
Fixed a bug where the "Notify client" checkbox was not being respected when uploading a file as a question in non-transaction questions.
Fixed an issue where users could not scroll through the assignee dropdown when assigning a transaction question.
Fixed the Text Color and Highlight Color buttons not working in Client Notes.
Fixed the Deferred Revenue "Customer" list in accruals to display customer names instead of only numbers.

March 26, 2026

improved

fixed

File Reviews

Workflow / Task Management

Accruals

March 26, 2026

Access Client Roles & Properties from the Task List

You can now pull user roles and client properties into your Task List views, giving you all the information needed to triage work without having to jump to the Client List.

This will be gradually rolling out to practices over the next few days.

General Improvements

AI reconciliation analysis results are now automatically saved as a comment on the account reconciliation task, making it easy for your team to reference later.
When creating journal entries with AI, Double will automatically populate a journal number.
New accrual schedules now default to appearing at the top of the Closing section when added, rather than the bottom.

Bug Fixes

Fixed a bug where all accounts and checklists were missing from the Account Reconciliation section of a client's close period.
Fixed a bug where the "Reconciled Through Date" modal was not opening.
Fixed a bug where button text appeared invisible (white on white background) after a page refresh.
Fixed a bug where hiding columns in the Search All Transactions view had no effect.
Fixed a bug where Account Reconciliation task names did not update after renaming accounts in QBO and refreshing the page.
Fixed a bug where transaction questions could not be assigned from the Chrome extension within the QBO bank feed.
Fixed a bug where editing certain Accrual values (that don't affect the schedule) was not saving correctly.
Fixed a bug where sorting clients by close status on the Client List was not working.
Fixed a bug where the success notification was not appearing after completing a recurring task in the Task List.
Fixed a bug where email signatures were not rendering in outgoing emails.
Fixed a bug where certain Zapier triggers were not firing when a close status changed.
Fixed an error that appeared when switching a report's basis to Cash.
Fixed an issue where long transaction descriptions were overflowing outside their display area.
Fixed the Search All Transactions modal appearing too low on the screen.
Fixed the background overlay on the meeting notes modal to improve visibility.
Improved performance in Account Reconciliation by avoiding unnecessary balance refreshes when deleting tasks.

March 19, 2026

improved

fixed

Workflow / Task Management

Management Reporting

Receipts

Tax

March 19, 2026

Bulk Edit Due Dates on the Tasks Page

You can now update due dates across multiple tasks at once - no more clicking through tasks one by one to get your list under control.

Save time on due date cleanup:
Bulk select tasks in your Task List and set a new due date for all of them in a single action.
Clear due dates in bulk:
Need to wipe due dates entirely? You can do that too - with an extra confirmation step when recurring schedules are involved, so nothing gets accidentally disrupted.
Smart guardrails built in:
The bulk editor will only show you eligible date options based on the task type and period you've selected.

General Improvements

Account reconciliation task names now update when the account is renamed in Quickbooks Online.
The client portal now defaults to the same column view you set when publishing Interactive Financials, so clients always see the month range you chose instead of reverting to 3 months.
The Quick Add menu is now live on the client list - use it to add a task, jot down a client note, or upload a file - all without leaving your client list dashboard. Bulk creating new closes is still available and can be accessed from the new Add menu.
Improved the performance and time required to generate a transaction in Double using AI.
Clients completing a KBA authentication for e-signature can now choose to refresh the set of authentication questions once if they don't appear relevant.

Bug Fixes

Fixed a bug preventing some users from clearing the “reconciled through” date in account reconciliation.
Fixed an issue where filtering reports by “has attachment = false” returned incorrect results.
Fixed a bug where the Bank Feeds page failed to load for certain users.
Fixed an issue requiring reauthentication when using the Sage integration.
Fixed an issue preventing some users from connecting new Xero files.
Fixed a bug where certain P&L reports were not properly formatted when exported to PDF, causing columns to be cut off.
Fixed an issue where some attachments did not automatically sync with QuickBooks.
Fixed a bug where reports did not re-run after toggling settings in final review.
Fixed an issue preventing attachments from uploading to Xero credit notes.
Fixed an issue where certain receipt matching and posting processes returned errors.
Fixed a bug that caused errors when pasting snippets into uncategorized transactions.
Fixed a bug preventing some users from moving files from the Uploads Inbox to Transaction Files.
Fixed an issue where Xero account names did not populate correctly.
Fixed a bug where questions submitted via the Chrome extension did not appear in Double.
Fixed an issue where users encountered errors when viewing or editing accrued expense schedules.
Fixed a bug where the signature document modal failed to load when adding fields.
Fixed an issue where reconnecting a practice email did not remove the reauthentication banner.
Fixed an issue preventing some Super Admins from granting client access to additional users.
Fixed a bug where sorting tax return statuses did not follow alphabetical order.
Fixed a bug where newly created quarterly clients defaulted to the most recent monthly close instead of the expected quarter.

March 12, 2026

improved

fixed

Receipts

March 12, 2026

Bug Fixes & Performance Improvements

This week's update focused on performance improvements and polishing up existing features to make your Double experience even better.

General Improvements

When using AI to process transactions, the AI model will now read all files in merged set of uploaded files.
Canadian QBO users can now toggle between tax inclusive and tax exclusive when posting transactions from receipts, with automatic tax amount calculations for each mode.

Bug Fixes

Fixed an issue preventing certain users from connecting new Xero files.
Fixed an issue where some attachments were not automatically syncing with QuickBooks.
Fixed a bug preventing certain users from removing bank accounts from Bank Feeds.
Fixed an issue preventing attachments from uploading to Xero credit notes.
Fixed a bug that triggered error messages when bulk posting transactions from Bank Feeds.
Fixed an issue preventing some users from moving files from the Uploads Inbox to Transaction Files.
Fixed a bug that caused errors when updating transaction classes synced with Xero.
Fixed an issue where certain accounts were hidden in Sage account reconciliations.
Fixed an issue where certain users were unable to unarchive clients due to an internal error.
Fixed a discrepancy between the prepaid schedule header balance and ending balance.
Fixed a bug where file uploads failed in the Quick Add invoice flow.
Fixed an issue where attachment tooltips in the 1099 report did not expand to the full cell.
Fixed a bug where some practice emails failed to reauthenticate.
Fixed an issue where removing columns from the tax return client list view triggered an error.
Fixed a display issue where clients switched from Monthly to Quarterly still appeared as Monthly in the Client List.
Fixed a bug where archived external emails reappeared in the Personal Inbox.
Fixed an issue where interactive financial reports did not appear in the mobile app.

March 5, 2026

improved

fixed

Client Portal

File Reviews

Workflow / Task Management

Accruals

March 5, 2026

Refreshed Vendor Request Designs + Performance Improvements

We've given the vendor request flow a fresh new look. Vendors who receive your document requests will now land on a cleaner, more intuitive page that makes uploading or completing a W9 simpler than ever.

On your end, W9s and other vendor documents will load significantly faster thanks to performance improvements under the hood - and look out for a few design upgrades in the 1099s reports as well!

General Improvements

Added actual days convention to prepaids, fixed assets, and deferred revenue in our Accruals module.
Include reconciliation details (account name, balance, reconciliation difference) throughout the AI reconciliation analysis flow for easy reference.
Updated timer rounding logic in Capacity Planning to round the sum of actual timers instead of rounding first and then summing the totals.
Added helper text to the client portal to let contacts know they need to click submit on files before closing out the window.
Added question subject in csv export of client questions.
Updated the pdf viewer to display a consistent width across all files.
Files attached to deleted tasks will now be saved in a 'Deleted Tasks' auto-organized folder.

Bug Fixes

Fixed a bug where email requests exceeded processing limits and caused slow performance.
Fixed a bug where receipt matching returned errors during processing for some users.
Fixed a bug where certain transaction questions were only visible from the client list.
Fixed a bug that triggered an error when attempting to read properties from an undefined value.
Fixed a bug where users were unable to exclude bills due to an exclusion logic error.
Fixed a bug where prior year data did not display in Location P&L visual metrics.
Fixed a bug where the default preview in the Add Client flow failed to render correctly.
Fixed a bug where admin users received a “folder not found” error when copying files to a related client folder.
Fixed a bug where a reconciliation difference analysis failed due to connection errors.
Fixed a bug where some connected clients did not appear in the client list despite being linked to QBO.
Fixed a bug where tasks continued to appear on the task list for archived clients.
Fixed a bug where filtering by client did not work correctly on the client list.
Fixed a bug where users encountered errors when adding new contacts.
Fixed a bug where private client list views failed to save.
Fixed a bug where replying to an email thread from a task caused unexpected behavior.
Fixed a bug where attachments were duplicated when a new email was added to a thread.
Fixed a bug where the name editing text field displayed incorrectly in user settings.

February 26, 2026

improved

fixed

Client Portal

Workflow / Task Management

Time Tracking

Tax

February 26, 2026

Create Task from Inbound Client Question

You can now create or link tasks directly from inbound client questions in your portal, making it easier to delegate, track, and stay accountable for client requests.

Delegate with ease: Convert any client question into a task and assign it to the right teammate, just like you can with emails.
Stay organized: Linked tasks display a "Client Q" badge so you always know which tasks originated from a client question — and clicking it takes you straight to the original message.
Keep full context: Attachments and question details are accessible directly from the linked task, so nothing gets lost in the handoff.

AI Improvements

Added documentation of the AI's reasoning when performing a reconciliation discrepancy analysis.
Gave users the option to switch between AI models when completing a reconciliation analysis.
Added support for csv bank transaction uploads for AI reconciliation analysis.

Tax Suite Improvements

Completed e-signature documents now include an e-signature details page with audit trail.
Tax tasks are now viewable on the Client list - Tax return view.
Improved the load times and performance for viewing Organizers in the app.
Added a trigger to Zapier for Tax return status update.

General Improvements

When creating a task via Zapier, you can now add an assignee by typing the user's email address.
When creating a task via Zapier, you can take the action "Get client assignment," which will show you which users are assigned as preparer, reviewer, manager for the client.
When creating a new client via Zapier, you can now apply a template and assign a preparer, reviewer, and manager.
When adding a new client contact via Zapier, you can now assign the contact to multiple clients for access to multiple client portals.
Added open/resolved comment status to comments in the Notification inbox.
Added a client list configuration setting to allow for more flexibility in how column headers are displayed.
Added a column to the client list showing how many open closes there are for a given client. You can click into the cell for visibility into which closes are outstanding.
Updated the Prepare 1099s report logic to better support Xero clients - specifically ensuring bill payments are linked to exclude/include by account logic.
Users can now click to go to a task from the Activity log.
Improved loading of tasks on the Task List so users can select all tasks up to the maximum tasks per page selection.
Improved the load times and performance for viewing Organizers in the app.
Added toggle for My timers vs. All timers in Time tracking.

Bug Fixes

Fixed a bug where some users issues pasting images into file uploads using CTRL+V.
Fixed a bug where US Receipts autofilled dates in an unexpected format (MM/DD vs DD/MM).
Fixed a bug where moving files from uploads to transactions required a page reload to complete.
Fixed a bug where some admin users encountered errors when creating tasks from emails.
Fixed a bug where certain users could not download question attachments from a thread.
Fixed a bug where closes did not auto-complete after all tasks were finished.
Fixed a bug where the Final Review P&L report displayed extra blank space.
Fixed a bug where Super Admins experienced server errors when trying to add new users.
Fixed a bug where attempting to archive a client resulted in an error.
Fixed a bug where personal email signatures disappeared after drafting a reply.
Fixed a bug where reordering columns caused the task list to refetch unnecessarily.

February 19, 2026

improved

fixed

Client Portal

Management Reporting

Tax

February 19, 2026

Real-Time Push Notifications in the Client Portal Mobile App

The Client Portal mobile app now supports push notifications, giving clients timely nudges for new messages, outstanding questions, and tax organizers.

Faster responses, faster closes:
Clients are instantly notified of new messages and organizer requests (if enabled), reducing the back-and-forth that slows down your work.
No notification fatigue:
Bulk questions and reminders are batched into a single alert, and clients can toggle notification types on or off directly in the app.
Simple setup:
Notification settings respect your existing reminder digest schedule and portal configuration, so the experience works the way you've already set it up.

To learn more, check out this article in our help center.

General Improvements

Users can now view and access e-signature requests from the client list, allowing for quicker status tracking.
E-signature requests can now be archived - allowing for saving a repository of prior requests while moving them out of open action items.
When bulk reassigning tasks to a new user, you can now choose between reassigning all open custom tasks and/or reassigning all closing tasks for a given client.
Admins can now self-serve and disable tax or close workflows when they are no longer relevant for a client.

Bug Fixes

Fixed a bug where a user encountered an error when connecting a client to Xero.
Fixed a bug where certain files loaded without displaying any information.
Fixed a bug where Mercury bank credit card accounts were not added alongside other bank feed accounts.
Fixed a bug where an uploaded receipt's date format changed from MM/DD/YYYY to DD/MM/YYYY.
Fixed a bug where bulk matching in Bank Feeds resulted in a 500 error.
Fixed a bug where a user was unable to download a signed document.
Fixed a bug where AI Journal Entries showed an erroneous “please balance your debits and credits” error.
Fixed a bug where the Accruals “Export to CSV” button did not function.
Fixed a bug where the 1099 report displayed an empty row in the table.
Fixed a bug where users with multi-download enabled could not export a Track1099 file.
Fixed a bug where publishing a management report resulted in an internal server error.
Fixed a bug where the default 2025 Double Tax Organizer template was missing from a firm's templates.
Fixed a bug where certain Close status options were missing.
Fixed a bug where email signatures were not appearing in sent emails.

February 12, 2026

improved

fixed

Receipts

Tax

February 12, 2026

Bug Fixes & Performance Improvements

This week's update focused on performance improvements and polishing up existing features to make your Double experience even better.

General Improvements

When creating a transaction with AI, or from the Receipts or Quick Add areas, you can now add a new category to your client's chart of accounts.
When making changes to AI prompts, you can save the changes by updating the existing saved prompt or choose to save it as a new prompt.
After generating a transaction using AI, you can now click on the "Thought for x seconds" link to see the full AI reasoning, leading to better insights and quicker fixes if the prompt needs an update.
Tax return projects can now be created for standalone tax years (not just next or previous year)
Added the option to completely remove accounts from Bank Feeds.

Bug Fixes

Fixed a bug where some QBO accounts prompted users to “Refresh” on the Bank Feeds tab.
Fixed a bug where the formula builder allowed users to update formulas that referenced themselves.
Fixed a bug where the Prepare 1099s report would not load for some managers.
Fixed a bug where generating signature requests could time out.
Fixed a bug where the client list dropdown in the Chrome extension was cut off.
Fixed a bug where a user could not finalize their practice phone number selection.
Fixed a bug where users could not see their sign-offs in a private view.
Fixed a bug where the task list failed to load for some users.
Fixed a bug where certain private task list views filtered by “Assigned to me” returned no results.
Fixed a bug where the Save button in Timers > Notes became hidden when notes were too long.
Fixed a bug where users could not save views with a custom sort order.

February 5, 2026

improved

fixed

File Reviews

Workflow / Task Management

Accruals

Tax

February 5, 2026

Create Expenses with AI

AI in Double now supports Expenses, giving you even more support for turning complex receipts or other documents into ready-to-post transactions. If you’re already using Double's AI for posting journal entries or bills, you can now apply the same time-saving workflows to expenses for more consistency and fewer manual steps.

Apply the same AI workflows you already use for Bills and JEs.
Save prompts once and reuse them across more instances of your repeatable but manually intensive work.

Check out our article on how to post transactions using AI in Double.

*This feature is part of our Scale plan - learn more here.*

General Improvements

Added a preview to task templates so you can view exactly what will be added and/or changed when applying a template to a specific client.
You can now bulk edit tags on the Task list.
When creating a task from the Quick Add menu or your Email inbox, you can now add priority stars and/or tags in this initial step.
Streamlined the design of the comments and client uploads columns on the Client list.
Improved the experience for importing large schedules via csv to Accruals.

Bug Fixes

Fixed a bug where some clients encountered an error when creating a new close.
Fixed a bug where a user could not edit the Executive Summary after generating it with AI.
Fixed a bug where search was not working as intended in the Prepare 1099s report due to a Chrome update.
Fixed a bug where reconciliation popovers showed timestamped balances instead of schedule balances by default.
Fixed a bug where typing in Firm Analytics dropdowns did not work.
Fixed a bug where uploading photos to non-transaction questions behaved inconsistently.
Fixed a bug where selecting a preparer, reviewer, or manager triggered an error
Fixed a bug where organizer-related columns did not populate on the Tax Return client list.
Fixed a bug where account names wrapped inconsistently when emails were linked to account reconciliation tasks.
Fixed a bug where filters reset when switching between special filters.
Fixed a bug where a Super Admin was missing Vendor Email Templates.
Fixed a bug where hovering over close assignee roles caused delays on the Client List.
Fixed a bug where the timers table did not update in real time when data changed.
Fixed a bug where pressing Enter while searching tasks collapsed the move-file modal.

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