Feature Requests

Could you please implement Passkeys as an alternative MFA security method, in addition to authenticator app and text. Thx

It would be helpful if we could rename folders in client's files.

Provide supported, externalized bank feed transaction endpoints (or an official alternative such as an MCP server) with proper auth, scopes, refreshable tokens, and a sandbox.

I just want to know if Double is HIPAA Compliant....I cannot find this anywhere.

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

When clients connect Chase accounts, Chase notifies them that they’re “sharing data with Keeper.” Many do not recognize the name, and it can sound alarming. Recommend updating the description to reference “Double” instead, to reduce confusion and improve onboarding.

A more in depth notes section would be helpful. Also having a notes section that can be assigned to certain people or only seen by assigned users. Meeting notes would also be helpful possibly being able to label notes by meeting date etc.

Would like to be able to save certain views within the client and employee capacity planning. This would allow us to be able to set up views for specific workstreams, such as only client work, and also for specific employees. This would help save time with not needing to go through so many clicks to see the same information.

I would love to see admins have the ability to change user icon colors. This would make it easier to distinguish between users. Right now I have multiple users with the same color and some with similar initials - It makes it difficult.

want to fully automate commenting on overdue tasks, tagging the task assignee in the comments asking for an update. but there is no API swagger that will allow for posting comments / creating comments.