Feature Requests

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.

so when downloading a copy of the organizer the signature is part of the document without having to resend it a signature request

There are merge tags in the Content Page section of the reporting templates that are not available in the email merge tags. For example, close period & close period end date. If these were added to email templates merge tags I wouldn't need a new email template for each month.

I would like the option to receive a daily email for uploads to the Client Portal, rather than getting an email for every upload.

I would like to have an option where i can archive the periods rather than the client. This way the client will be unconnected if they decide not to move forward and still have a portal where they can communicate and connect with us.

A few requests related to this. In the non-transaction questions screen there's no way to look at all the questions and tell if an assignee has been assigned or not without clicking into each one. It is super important that this is able to be seen from a high level so whether that be some type of alert that says there's questions out there that don't have an assignee, or make it visible so we don't just click into each one. Also make it so we can bulk assign by selecting all the questions and bulk make the change instead of having to do it in each one.

We have several people on our team communicating with clients in the portal. From the client side of things, it always says our business name, and the client has no idea who they are talking to. They always assume it is me. I would like the option to make my team members' names visible to clients so that they can tell if they are talking to me or other assorted team members.

Hi DoubleHQ Support team, I really like the platform, but I'm concerned about the security risks of magic links for the Client Portal (as they depend heavily on email inbox security). Would you consider adding passkey support? Passkeys are phishing-resistant, use biometrics/device security (Face ID, Touch ID, Windows Hello, etc.), and are now widely supported by Google, Microsoft, Apple, and password managers. It would be great for both the main app login and especially the Client Portal. This would be a strong upgrade over magic links + optional 2FA.

An AI-driven financial summary designed for leadership should go beyond simply presenting numbers. It should deliver a clear, concise, and insight-rich view of performance that enables faster decision-making. Such a summary would combine variance analysis with period-over-period comparisons, highlighting key movements across revenue, expenses, profitability, and cash flow. It should identify not just what changed, but why those changes occurred—calling out drivers such as volume shifts, pricing changes, cost fluctuations, or one-off events. The output should distill complex financial data into a short, structured snapshot tailored for a CFO. This includes: • Key variances against budget, forecast, and prior periods • Trend analysis across relevant timeframes • Identification of risks, anomalies, and emerging patterns • Actionable insights that support strategic and operational decisions Ultimately, the goal is to transform raw financial data into a narrative that is both digestible and decision-ready, allowing the CFO to quickly grasp the organization’s financial position and focus attention on what matters most.

It would be helpful if we could set up custom recurring dates for a recurring question. For example, I would like to be able to set up a recurring reminder/question to send to clients who we have provided estimated tax payments to. Right now, I have the question set up to send every three months on the first business day of the month, starting June 1. This gets close to sending the reminder before the correct estimate due date, but it would be nice if I could pick specific dates.