March 19, 2026

Bulk Edit Due Dates on the Tasks Page

You can now update due dates across multiple tasks at once - no more clicking through tasks one by one to get your list under control.

Save time on due date cleanup:
Bulk select tasks in your Task List and set a new due date for all of them in a single action.
Clear due dates in bulk:
Need to wipe due dates entirely? You can do that too - with an extra confirmation step when recurring schedules are involved, so nothing gets accidentally disrupted.
Smart guardrails built in:
The bulk editor will only show you eligible date options based on the task type and period you've selected.

General Improvements

Account reconciliation task names now update when the account is renamed in Quickbooks Online.
The client portal now defaults to the same column view you set when publishing Interactive Financials, so clients always see the month range you chose instead of reverting to 3 months.
The Quick Add menu is now live on the client list - use it to add a task, jot down a client note, or upload a file - all without leaving your client list dashboard. Bulk creating new closes is still available and can be accessed from the new Add menu.
Improved the performance and time required to generate a transaction in Double using AI.
Clients completing a KBA authentication for e-signature can now choose to refresh the set of authentication questions once if they don't appear relevant.

Bug Fixes

Fixed a bug preventing some users from clearing the “reconciled through” date in account reconciliation.
Fixed an issue where filtering reports by “has attachment = false” returned incorrect results.
Fixed a bug where the Bank Feeds page failed to load for certain users.
Fixed an issue requiring reauthentication when using the Sage integration.
Fixed an issue preventing some users from connecting new Xero files.
Fixed a bug where certain P&L reports were not properly formatted when exported to PDF, causing columns to be cut off.
Fixed an issue where some attachments did not automatically sync with QuickBooks.
Fixed a bug where reports did not re-run after toggling settings in final review.
Fixed an issue preventing attachments from uploading to Xero credit notes.
Fixed an issue where certain receipt matching and posting processes returned errors.
Fixed a bug that caused errors when pasting snippets into uncategorized transactions.
Fixed a bug preventing some users from moving files from the Uploads Inbox to Transaction Files.
Fixed an issue where Xero account names did not populate correctly.
Fixed a bug where questions submitted via the Chrome extension did not appear in Double.
Fixed an issue where users encountered errors when viewing or editing accrued expense schedules.
Fixed a bug where the signature document modal failed to load when adding fields.
Fixed an issue where reconnecting a practice email did not remove the reauthentication banner.
Fixed an issue preventing some Super Admins from granting client access to additional users.
Fixed a bug where sorting tax return statuses did not follow alphabetical order.
Fixed a bug where newly created quarterly clients defaulted to the most recent monthly close instead of the expected quarter.