Follow up on the latest improvements and updates.

RSS

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.

January 29, 2026

fixed

improved

Client Portal

File Reviews

Workflow / Task Management

Accruals

Tax

January 29, 2026

Settings for Clients in the Portal

Clients now have more control over their portal experience with new settings for managing contact information and notification preferences.

Clients can update their first name, last name, and phone number directly from the portal on web or mobile.
Client Admins can customize notification preferences to receive alerts for only their assigned items (default) or for all questions and requests across the portal.
Changes sync automatically with their contact information in Double.

General Improvements

Users can now choose to roll forward footnotes to each new close. The roll forward option can be disabled when the footnote is no longer relevant.
Sign-offs will now be updated when applying a task template to a client.
When a client uploads a document to an organizer, this detail will now be added to notification emails.
Newly created tasks will now automatically be ordered at the bottom of the relevant task section.
Improved design of saved AI prompt tables.

Bug Fixes

Fixed a bug where posting a bank feed transaction from the Transaction Questions table resulted in a “Something went wrong” error.
Fixed a bug where clients did not appear in the QBO dropdown during connection setup.
Fixed a bug where certain receipts sent to the client portal did not appear in the portal.
Fixed a bug where some invoice payments could not be selected when recording payments from receipts.
Fixed a bug where users could not edit certain transactions in Bank Feeds due to an invalid item-based transaction error.
Fixed a bug where adding a vendor email address in QBO returned a “There was an error while saving the vendor” message.
Fixed a bug where navigating to the Accruals tab resulted in a “Something went wrong” error.
Fixed a bug where customers could not be edited in the Prepare 1099s report.
Fixed a bug where creating a customer with the same name as an existing vendor failed silently without an error message.
Fixed a bug where uploading a PDF to a new e-signature draft resulted in a 500 network error.
Fixed a bug where users were unable to preview the Client Portal.
Fixed a bug where tasks containing commas in their titles did not appear when filtering by task name.
Fixed a bug where blank rows appeared on the Client List.
Fixed a bug where sign-off assignees defined in templates were not applied.
Fixed a bug where client notes pasted from Google Docs rendered incorrectly.
Fixed a bug where December closes did not automatically start for some clients.
Fixed a bug where long workflow names overflowed in the Timers view.
Fixed a bug where a close did not move to “Done” after the final task was completed.

January 22, 2026

improved

fixed

Client Portal

Management Reporting

Receipts

Accruals

January 22, 2026

Cash Basis Fixed Asset Schedules

You can now create fixed asset depreciation schedules for cash-basis clients based on bill payments, not just bill dates. For fixed asset bills, Double automatically tracks partial and full payments, allocating paid amounts to the fixed asset schedule as they occur.

Once a bill is fully paid, the depreciation can default to begin on the final payment date. This ensures fixed assets for cash-basis clients are tracked accurately while keeping schedules up to date as payments come in over time.

Note Fixed asset depreciation and other accruals types are included for clients on the Scale plan.

General Improvements

Updated the display for deleted client contacts to continue showing the contact's name on questions and responses even after deletion.

Accruals & AI Transactions Updates

Made improvements to AI transaction generation experience and now allow users to select between reasoning and non-reasoning models.
Improved the handling of edits and deletion of accruals previously scheduled.

Bug Fixes

Fixed a bug where some footnotes did not consistently save.
Fixed a bug where organizer previews did not populate questions for certain slides.
Fixed a bug where Super Admins could not see some tasks and encountered a “Something went wrong” error.
Fixed a bug where users were unable to copy and paste values from the footnotes table.
Fixed a bug where client note text shifted unexpectedly, making it difficult to read.
Fixed a bug where the client list appeared blank on login until the page was refreshed.
Fixed a bug where questions created via the Chrome extension populated incorrectly.
Fixed a bug where some questions in a “Client responded” state were only visible from the Client List and not within Client Questions.
Fixed a bug where drop-downs could not be expanded in the Firm Analytics table.
Fixed a bug where duplicated files did not display the source file and text could not be copied from prompt input boxes.

January 15, 2026

improved

fixed

Workflow / Task Management

Time Tracking

Accruals

Tax

January 15, 2026

📎 Attachment Roll Forward for Closing Tasks

You can now automatically carry forward selected task attachments - like recurring Excel workbooks - into each new close, eliminating the need to re-upload the same files every month.

Choose which attachments should roll forward on a per-task basis (all files default to not rolling forward).
When a new close is created, files marked to roll forward are copied and attached to the corresponding tasks automatically—even when creating past closes, using the latest close as the source.

This feature is being rolled out to all practices over the next week. To learn more and to set this up for your closing tasks, check out our help article here.

General Improvements

Improved the usability of footnotes, making it easier and more intuitive to apply footnotes across multiple reports.
Added an EFile4Biz export option in the default and custom 1099s reports.
Enhanced the performance of the Prepare 1099s report to make certain actions quicker in the vendor table.
Released the new 2025 1040 organizer template with conditional logic and collapsible sections.
You can now start a timer from a task in the Task list.

Accruals & AI Transactions Updates

AI prompts are now available firm-wide and across all AI transaction types (journal entries, bills) for easy reference and application.
Added preset visibility to the accrual task so you don't have to go to Accruals settings to view preset configuration details.
Added descriptions to the accrual schedule in addition to the accrual task.
Made improvements to the header of the Accruals table to make it easier to access actions and filters.

Bug Fixes

Fixed a bug where users were unable to change the status of comments.
Fixed a bug where interactive footnotes did not populate.
Fixed a bug where recurring questions were posted before their recurrence was scheduled.
Fixed a bug where the task list intermittently displayed a generic error state.
Fixed a bug where the Kanban view lacked a horizontal scrollbar, preventing users from scrolling.
Fixed a bug where exported Properties CSVs were missing Client Rate data.
Fixed a bug where checkboxes appeared disabled in management reports.
Fixed a bug where the Chrome extension failed to post questions to Double.
Fixed a bug where filtering custom 1099s for “Unknown” also included “No” values.
Fixed a bug where receipts failed to post due to an incorrect “Vendor not found” error.
Fixed a bug where the Ask Client / Ask Vendor column did not show icons or answers in Firefox.
Fixed a bug where archiving a client resulted in an error.
Fixed a bug where AI Bank Feed transactions showed no details when expanded in the review panel.
Fixed a bug where users saw an incorrect “We couldn’t send the following email” error.
Fixed a bug where transaction file questions were excluded from client communication exports.
Fixed a bug where bulk adding questions in AI Bank Feeds deselected items after saving.

January 8, 2026

improved

fixed

Workflow / Task Management

Management Reporting

Receipts

Tax

January 8, 2026

General Improvements

Improved the usability and output of our AI reconciliation variance tool in Quickbooks Online.
Standard and manager users can now view and manage which teammates receive client portal notification digests.
Updated the Users & Roles table to support sorting alphabetically by name and role.
Added years to task due dates for dates not in the current year.
Unified the copy on file visibility to be consistent across the app. The action on all files will now read "Show to client" instead of "Make visible."

Bug Fixes

Fixed a bug where users continued receiving comment notification emails even after disabling comment emails.
Fixed an accessibility issue where dropdown cells in tables now open on the first click, reducing extra interactions and improving usability for screen reader and keyboard users.
Fixed a bug where manual journal entry lines were not mapped correctly in the P&L drilldown for Xero clients.
Fixed a bug where scanning receipt uploads caused duplicate files to appear in Transaction Files.
Fixed a bug preventing certain bank accounts from being connected in AI Bank Feeds.
Fixed a bug where intercompany transfers for Xero clients didn't record properly.
Fixed a bug where marking a transaction as reviewed took several seconds to complete.
Fixed a bug where organizer templates failed to duplicate slides correctly.
Fixed a bug where the Profit and Loss task did not pull data from QBO.
Fixed a bug where bulk applying organizer templates failed when applied to many clients.
Fixed a bug where previewing organizer template slides with conditional logic caused an error.
Fixed a bug where capacity planning columns were misaligned.
Fixed a bug where users encountered an error when signing in with Google SSO.
Fixed a bug where an error toast appeared after exiting the client portal questions quick view from the client list.
Fixed a bug where adding assignees to W-9 email requests scrolled users back to the top of the close page.
Fixed a bug where column formatting was incorrect in AI journal entry line items.
Fixed a bug where transaction questions created via the Chrome extension showed an incorrect “date asked.”

December 31, 2025

improved

fixed

File Reviews

Accruals

Tax

January 1, 2026

Tax Suite Improvements

Users can now fill out organizers on behalf of contacts.

Other Improvements

You can now add a single line item from a multi-line transaction to an existing fixed asset in Accruals.
Custom 1099 reports will now reference all accounts by default and provides you with flexibility in how you apply account filters.
Updated text wrapping in client list column headers to wrap consistently across all columns.
Added a tooltip on hover to help clarify what Tax access for client portal contacts involves.
Added a search box to the Timers table.
All timers tables are now updated to the new table style.
Users can now delete files in receipts from the file previewer without needing to go back to the receipts table.

Bug Fixes

Fixed a bug where certain reports did not publish.
Fixed a bug where password reset emails sent from app.doublehq.com/login incorrectly linked to the old keeper.app domain.
Fixed a bug where the timestamped balance did not appear after final sign-off.
Fixed a bug where filtering the Tax Return view for 2024 showed zero returns despite existing filings.
Fixed a bug where contacts were not created through the Zapier integration.
Fixed a bug where screen readers did not correctly interpret certain UI elements.
Fixed a bug where Shopify Sales appeared as negative values on the P&L for Xero clients.
Fixed a bug where users were not notified when a close was marked as “Done.”
Fixed a bug where a close did not auto-complete after the final closing task was completed.
Fixed a bug where sending vendor requests resulted in an error.
Fixed a bug that prevented some users from reconnecting accounts to bank feeds.
Fixed a bug that prevented some clients from being archived.
Fixed a bug causing mobile app crashes for some contacts.
Fixed a bug preventing users from uploading attachments to tasks from the Task List.
Fixed a bug that caused a transaction question asked via the Double Bank feed to attach to the wrong transaction.

December 24, 2025

improved

fixed

Workflow / Task Management

Accruals

December 24, 2025

Import rules from QuickBooks

You can now import Quickbooks Online bank feed rules into Double's AI bank feeds, eliminating the need to recreate rules.

Other Improvements

Added a check to prevent duplicate bank connections across clients in bank feeds.
Refreshed the design of certain cells in the client list to maintain consistency with actions throughout the app.
Improved column header wrapping behavior in the client list table.
Made improvements to the accruals schedule tables, including formatting and cell selection updates.

Bug Fixes

Fixed a bug where new practices on the Plus plan could not see the Inbox feature.
Fixed a bug where refreshing after matching transactions in AI Bank Feeds pushed transactions back into the bank feed.
Fixed a bug where email signature photos appeared incorrectly in sent emails.
Fixed a bug where client creation was not properly converted when subscription creation failed.
Fixed a bug where newly added bank feed accounts loaded indefinitely without completing.
Fixed a bug where the Client List did not show incomplete task counts.
Fixed a bug where the Kanban view could not be scrolled horizontally.
Fixed a bug where the Address column did not expand in the Newly Added Vendor view.
Fixed a bug where padding was too small in the Client Portal Dashboard “Action Required” checklist.
Fixed a bug where not all tasks tagged with “Deadline” appeared in the task list.
Fixed a bug where P&L filters by class and location did not render any data.
Fixed a bug where clicking into the Assignee cell when asking a question scrolled the user to the top of the Close page.
Fixed a bug where changing columns in the new Client List reset active filters.
Fixed a bug where users encountered an “Error fetching bill payments” message when loading bill payment data.
Fixed a bug where pasting amounts containing commas failed to work correctly.
Fixed a bug where error messaging was unclear when an intercompany transfer–related file became disconnected.

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