Feature Requests

It would be nice to be able to apply firm branding to all email notifications to improve authenticity recognition by clients and vendors given the phishing risks these days. Branding helps identify, but does not prove, the authenticity of the sender. Having a few options to apply the same branding used in the portal configuration, or just using a logo only, on a reduced pixel scaling would be super awesome.

Ability for client to add notes/comments on the receipts they are adding so we can better align to expense categories. Right now only process is upload, match, but to client questions. This process requires the client to touch expense twice when the easiest process would be for them to upload and add details at same time

A quick video on how how to sign up for the portal, access it, see questions, and answer them from the client's perspective would be great. It seems to be a recurring theme that clients get confused during their first use of Double, and would save a lot of time to have one tutorial to send them.

It would be helpful to be able to add bolded or highlighted text to the tasks.

I have some clients that we send quarterly financials instead of monthly. We have the close set up to be quarterly, but when you go to run the reports, I would love a P&L that you could customize the dates on by quarter. January 1 - March 31st and run those totals.

It would be great to have the date of creation of a task and when it was assigned to someone

It would be helpful to bring back the ability to edit spreadsheets uploaded to Double tasks instead of having to download, make the edits, then re-upload.

When I'm in Tasks and want to Filter by Client, I see clients who we have either cancelled or archived. Can you adjust this so that only active clients are shown when filtering?

On the portal page with the contacts, have space you can add notes, this can specify who to send certain transactions to.

Currently, reports in the client portal's Financials tab are automatically grouped and labeled by close period (e.g., "March 2026"), with no way to customize this. For clients where we publish quarterly financial packages, we'd like the option to relabel these entries (e.g., "Q1 2026") instead of being locked into the monthly close-date naming convention. This would let the portal display better match how we actually package and communicate financials to quarterly-reporting clients.