Feature Requests

Right now, clients have a mobile app, but firms are stuck using the web browser only. This is a big gap. As a firm owner/operator, I’m rarely sitting at my desk all day. A huge amount of work happens between meetings, while traveling, or just away from a laptop. Having to log into a browser just to check a comment or respond to a question creates unnecessary friction and slows everything down. What’s missing: No push notifications when: A team member comments A client responds Something needs review/approval No way to quickly: Reply to internal comments Answer client questions Approve/review items What this leads to: Delayed responses to clients Slower internal communication Bottlenecks in review workflows Less engagement with the platform overall What would solve it: A simple mobile app (or even lightweight mobile functionality) for firms that allows: Push notifications Comment/message replies Basic review/approval of reports, transactions, and tasks Even just notifications + ability to respond would be a massive improvement. This feels like a core workflow gap for firms using Double daily. If you run a team or manage client communication through Double, this is a no-brainer.

In comments, it would be nice to have shift-enter to add spacing (lines) so we can avoid Wall o' Text issues.

Right now, clients have a mobile app, but firms are stuck using the web browser only. This is a big gap. As a firm owner/operator, I’m rarely sitting at my desk all day. A huge amount of work happens between meetings, while traveling, or just away from a laptop. Having to log into a browser just to check a comment or respond to a question creates unnecessary friction and slows everything down. What’s missing: No push notifications when: A team member comments A client responds Something needs review/approval No way to quickly: Reply to internal comments Answer client questions Approve/review items What this leads to: Delayed responses to clients Slower internal communication Bottlenecks in review workflows Less engagement with the platform overall What would solve it: A simple mobile app (or even lightweight mobile functionality) for firms that allows: Push notifications Comment/message replies Basic review/approval of reports, transactions, and tasks Even just notifications + ability to respond would be a massive improvement. This feels like a core workflow gap for firms using Double daily. If you run a team or manage client communication through Double, this is a no-brainer.

I would love to have a feature that allows us to set a due date dependent upon the due date of another task. For example, if I have a "prepare reports for review" that is due on the 1st Tuesday of the month, I'd love to be able to set the follow-up review task to be due 2 days after the due date (1st Tuesday of the moth) of the preparation task. Alternatively, having a way to set task due dates as related to the close's due date would work too. For example, the close due date is the 2nd Wednesday of the Month, be able to set the tasks due as -5 of days so we could set a task due date to be 5 days prior to the 2nd Wednesday of the month. Ideally, we'd be able to use any # of days for the due dates. Currently, the review team has to go through and update the review tasks'/sections' due dates depending upon when the first business day occurs.

Would love a direct slack integration to create tasks from slack or notify team of new tasks or task updates

Ability to set alerts when approaching the budgeted hours limit (1 hr, 30 min, etc.)

(Sorry, I know that's a horrible title for what I'm asking haha!) Sometimes (OK most of the time) when we create a new client/tax return/close we don't have the user member figured out that we'll be assigning that client to. So then when we DO assign a role to someone, we have to go in and update all of those particular tasks as well. I would love it if, when we assign a role to a user, any task assigned to that role would automatically update with that user.

Add a subtask creation feature tool by being able to add a checklists under a task. Currently Claude push everything to the description.

Allow the MCP server to access all Client Properties, Notes, and Details Currently it is really clunky to search through and review these items Ping can push data to notes, but it's hard to search and impossible to summarize in Double Allow Double to be a true client data CRM that can be summarized and retrieved by Claude, ChatGPT, or any other AI with MCP Server access. Allow write access to these areas (definitely notes) so we don't need to rely on Ping for that.

I would like to set up a template for estimated tax reminders to clients. I want to set these up as annual recurring questions. I would like to set one up for each quarter, so every year the second quarter will populate on the anniversary date.