Feature Requests

When I open the client communication screen, I can't see what client I'm working on. Sometimes I'm doing a few things at once, and it would be great to know what client I am looking at when I get back to that screen.

Currently the email templates only allow subject and email body. It would be good to be able to add a CC or BCC to a specific email, like a firm or specific employee email.

As a firm owner with more and more clients, i would love double's AI to be able to give me client summaries. To the point that I could have a "client update" summary page where it would take into context: Latest observations on client financials Updates on some of the most recent conversations (non-tx questions and questions for us) from the client, and any changes or concerns the client has had (gauging for client sentiment) Recent Notes so that if my team uses the notes features for meeting agendas, we can be in the know on what happens Recently added or updated tasks to detail what has changed for this client. Time Tracking of my team by client to identify if employees are having to spend more time than usual on a client as of late (due to changes or issues) Review internal team comments on that client to gauge team sentiment and what challenges they are working through. Would also need to be able to factor in "Client Properties" so that things like "Extension Status" or "Tax Return Type" etc would be included in context so that i could ask it questions and not have to go look up what type of tax return i need to do. We also include Properties like "Point of sale system" or "Payroll Software", would want that included in context. This would allow me as a firm owner to feel in control and in-the-know on all my clients

I can export the questions, but the subject is missing??? This can be pretty vital information.

Please add statement request ability in the account reconciliation section

I would like to see some more formatting options in the task description. Not necessarily everything you would expect to find in Word, but some basic options like bolding, italicizing, and maybe changing font colour would help for those who use detailed descriptions and want to make sure they are not received by the reader as word salad.

In the Transaction questions it wraps the test in the client close side, but on the client communication screen it doesn't wrap, so I have to click in to see long notes. For clean ups this becomes cumbersome.

I would really love to have a custom view to use during 1099 season so that I can have a overview of where we are with the 1099 filing process. I want to see all clients listed and see how many 1099s are needed vs how many have been filed. how many W9s are still needed, open questions. Then if we click on any client, we can see the vendors with a summary of things that are shown in the 1099 report inside the close. I don't need to have ALL the information here (I don't need to see all the EINs and addresses) I just want to know how much info we are missing to complete the job. All the information would come from inside the 1099 report in the close. No fields should be editable here (unless the changes can sync back to the 1099 report).

A secure place to store client log-in details, passwords and other sensitive items

There is a need for a reoccurring yearly tasks. These tasks are done only once a year, but it would be helpful to have a task for that close month come up.