new
Workflow / Task Management
Accruals
AI
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.