Feature Requests

In other messaging platforms you have the option to tag '@all'. This would be incredibly helpful to reduce the manual work of tagging team members individually (especially across larger teams). This could look like a simple '@all' or could borrow from Slack to use '@here' to tag all team members who have access to this client

Right now we're using Firm Tasks as a makeshift resource hub for our team's SOPs, Loom videos, guides, and tutorials. Firm Tasks weren't designed for reference content, so: Reference material clutters the task list and gets mixed in with actual work. "Completing" a task doesn't map to "I read/watched this" — so we either leave them permanently open or mark them done and lose them. There's no folder structure, no categorization, and no way to browse by topic. Search is limited and the content is buried alongside real to-dos. New team members have no clean starting point for onboarding materials. Requested: a dedicated Internal Resource Hub section inside Double, separate from Tasks. Must-haves: Team-only (not visible to clients). Folders/categories (Onboarding, Close Process, Client Communication, Software Guides, Policies, etc.). Support for embedded Loom videos, PDFs, images, links, and rich-text SOPs/guides. Search across all resources. Not tied to task status — resources are permanent reference, not work to complete. Nice-to-haves: Tag resources by role (Bookkeeper, Reviewer, Admin) so relevant items surface per user. Track views/acknowledgements for policy sign-offs and onboarding checklists. Link a resource to a task type or workstream so the relevant SOP surfaces on the task itself. Use case: Get reference content out of Firm Tasks so the task list stays clean, and give the team an actual searchable, organized knowledge base for how our practice operates.

Add usage summaries to the AI Settings tab that provides details regarding how credits have been "spent" per user, client, and/or specific tasks.

It would be great to have the column titles stay at the top. As we scoll down the long list of clients, we lose the titles of the columns. We should be able to see the title bars no matter where we are on the screen.

Right now you can tag comments to internal team members, but there is no way to click directly through to the transaction so they have to be manually looked up. It would be nice to not only be able to go to each transaction, but have clickable fields like in the question feed to easily make changes.

Similar to uncategorized transactions, when a client adds a 'note' when uploading the receipt, add that automatically or by bulk edit to the 'description.

We have several that they do the bookkeeping and we do an annual review, or their activity is so small we get the full year at once. It would be nice to not have monthly or quarterly closes hanging out there for them, but do have the bookkeeping task in the system.

It would be super helpful to add investors to Management Reports only without having use the assignable questions feature. I have clients with investors who only need access to monthly management reports otherwise every time I have a transaction question I need add 2 names to each question. Thank you for the consideration!

Allow client side and accountant side to view client portal for related entities as a whole. Add a required field to select what entity the question is related to. Be able to sort and filter questions by entity

QB has a very cheap, basic subscription called Ledger that can be added from QuickBooks Accountant only. It's great for clients that have very simple bookkeeping and don't need the other features available in the higher subscriptions. Double doesn't currently integrate with Ledger though... we'd love to see this added soon.