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Changelog

Follow up on the latest improvements and updates.

RSS

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 flexibility for close and closing task due dates, allowing you to select due dates outside of just the following month.
  • 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 transaction types 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.

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.”

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.

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.

improved

fixed

Workflow / Task Management

Management Reporting

Emails

December 18, 2025

✨ Customize Client Report Titles
You can now customize the titles of most reports in Double’s client-facing management reporting package to better reflect your firm’s language and your clients’ expectations. Whether you prefer clearer, simpler labels or more descriptive headings, this update gives you greater control over how your reports are presented - resulting in a more tailored experience for each one of your clients.
To update a report title, open a report, head to
Configure Page
, select
Custom Page Title
, and enter the title you’d like your clients to see.
Other Improvements
  • Client contacts can now add other contacts on their team to "Questions for Us" in the portal, giving them more control over communication and visibility.
  • Added a Notes column to the 1099s reports so you can track information about vendors and W9/1099 filings.
  • New setting allows manager users to connect new clients to Double.
  • Today's date is now pre-selected when manually adding a timer.
  • Client descriptions in file uploads are now preserved when moving the file to a different folder.
  • Sorted columns can now be saved in views on the client list.
  • Admins can now delete firm-wide saved views that are no longer needed for the client list.
Bug Fixes
  • Fixed a bug where bulk exclude did not work for certain transactions in bank feeds.
  • Fixed a bug where Balance Sheet account ordering did not match QBO.
  • Fixed a bug where submitting a W-9 request in the portal resulted in an error.
  • Fixed a bug where practice employees could not log in due to expired reset password links.
  • Fixed a bug where report title date ranges did not update based on configuration changes.
  • Fixed a bug where users were redirected back to the client list when opening a new close from the dropdown.
  • Fixed a bug where the Client List “Client” column could not be filtered in the new UI.
  • Fixed a bug where users saw a “No contacts can see your report” warning despite proper financial access being enabled.
  • Fixed a bug where the Client List search bar reset when switching between views.
  • Fixed a bug where the account reconciliation timestamped balance column reappeared after being disabled in Practice Settings.
  • Fixed a bug where the Prepare 1099s table header rendered at an incorrect height.
  • Fixed a bug where creating a new reporting template triggered a “Something went wrong” error.
  • Fixed a bug where vendors marked as 1099-eligible disappeared from the Prepare 1099s report until refresh.

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.
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