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.