Feature Requests

I've found with my tax only clients that when I click the blue View Comments button in the notification email that it opens a Double tab that actually shows a bookkeeping close (even though the monthly is turned off and they are not a connect client), so in order to view that tax return we have to go back to the clients screen to search for the client in taxes to open their tax project which is extra clicks.

It's nice to add attachments with the bulk emails, but the ability to add attachments from the template level when creating emails would be a nice feature.

It would be useful to have a "Role/Title" field on all portal contacts, so that we can remember which contact has what role at the client company.

This is something that QuickBooks Desktop did very well when dealing with multiple QB files... but we were able to change the colors based on each company so that it was easier to tell which client portal we were actively working in. It's so easy to mistake between clients in both QBO and Double because of this and this is something I wish would be brought back!

I have a contact that is a consultant and needs to see published reports but doesn't need the noise of the weekly reminders of questions to answer and things like that. It would be nice to be able to have the contact only get "reports published" emails.

Thank you for the create task from a client question, but could we have the same button when a client replies to a non-transaction question and/or uploads a document so that we can delegate it for review?

It would be amazing to send a message inside the portal (not an email) that isn't a question such as to deliver documents and other items that don't need a response but we want to add comments to.

Receive pop up reminding or asking us if we want to make file visable for client when upload files.

Docs that clients upload may need to be stored in firm's folders. Allow download to MS 365 and Google Docs or at least allow us to print to pdf so we can save in appropriate folder.

Be able to cancel scheduled email in client portal (which you can currently do) and be able to edit draft and reschedule in client portal.