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.