new
fixed
improved
Client Portal
Workflow / Task Management
Accruals
AI
June 4, 2026
Ask questions right from the Financials tab in the Client Portal
- Clients viewing a published report or interactive financial report can now ask the firm a question without leaving the report.
- The question flow opens on top of the report, so it’s easier to keep the report in view while reaching out.
General Improvements
- Ask Double now searches Double's help center live to answer product questions.
- Accrual actions (create, edit, delete) are now recorded in the Activity Log for full audit traceability.
- Folder and subfolder structure is now preserved when downloading a parent folder as a ZIP.
- Added an upload-date column to the attachments list so files with the same name are easy to tell apart.
- You can now delete and restore upload-inbox files from trash.
- Reconciliation task view fly-out is narrower and no longer causes layout issues on smaller screens.
- Cleaner help-center search links in Ask Double (removed an unnecessary new-tab notice).
- AI transactions now supports Canadian tax codes.
Bug Fixes
- Fixed tagging users in Comments.
- Fixed comment scroll behavior when a comment is selected.
- Fixed comments on completed tasks incorrectly showing as a deleted task.
- Fixed AI workpapers carrying a prior statement balance into a new close.
- Fixed AI journal entries pulling in deactivated accounts.
- Fixed QBO posting failures caused by certain class IDs.
- Added a success message when deleting files from Files › Auto-organized.