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Ask Double (Double AI Chat) (2)
1120 & 1120-S Business Tax Organizers
Currently use the 1040 organizer, but looking for template organizers for business returns (1120 and 1120-S). Previously saw that additional organizers for other return types were expected to roll out, but haven’t seen an update or timeline. It would be incredibly helpful to have organizers available for corporate and S-corp returns to streamline our workflow and keep things consistent across return types.
0
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Tax Suite
11
Sign offs for tax suite tasks
The ability to add sign-offs for Tax Suite tasks. Right now, you can ONLY do it for Monthly Bookkeeping or Custom Tasks.
0
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Tax Suite
4
Form 990/990 EZ Tax Organizer
There was a post in the Facebook Double User group on 3/7/26 from Kristin Goebel Reeder EA, where she created a Form 990/990 EZ Tax Organizer. Would it be possible for Double to reach out to her and create a template, as others would find this super useful as well? Thank you!
2
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Tax Suite
4
E-signatures without Tax Suite
Only those with the full tax suite have access to e-signatures, but I'm sure users would be willing to pay an additional cost to avoid having to have a separate software just to collect signatures. Ex: Used in sales process, renewal agreements, ACH authorizations or payment changes, etc
1
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Tax Suite
14
Organizers: Dynamic Text on Slides and Section Headers
I want to be able to Hyperlink, embed videos, use icons, Underline, Bold, Do header text, and all that jazz on the sections headers. This will help us walk clients through the entire experience.
0
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Tax Suite
5
Organizers: Notification When Completed
Would like an email notification when an organizer is completed by the client.
2
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Tax Suite
5
Recipient reminders for awaiting signatures in the Tax Suite
Ability to send reminders to recipient(s) that have been sent a signature request but have not yet completed it.
0
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Tax Suite
5
E-signatures: Option to require portal sign in before viewing documents
I would like an option to enable a requirement that clients sign into the portal before viewing any confidential e-signature documents.
0
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Tax Suite
7
Upload link at the signature
Hi, we would like to know if it’s possible to develop a link that can recognize a client’s account based on their email address when they click and open it. Once the email is recognized, the client should be able to access the portal and upload their documents.
0
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Tax Suite
1
Organizer roll forwards
Allow organizers to roll forward answers in subsequent tax years
0
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Tax Suite
12
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