There are two categories of Double email notifications for bookkeepers:
Workflow notifications
Client notifications
Workflow Notifications
Workflow Notifications are managed under your User Settings (the bubble at the top right of your Double page) under Notifications > General, and can be enabled / disabled from there.
Email notifications about your workflow include:
Comment tags
Newly assigned tasks
Completed sign-offs
Daily digests of all assigned tasks
Emails about comments and assigned tasks
Comment notifications
When you're @-tagged by a team member, you'll receive an email notification. Comment notification emails only send once every 15 minutes, and group all the unread comments together! If a comment is read in Double before the email sends, it will not send an email.
Assigned tasks
Any time a team member assigns you a task, you'll receive an email about those tasks.
Completed sign-offs
You'll receive instant notifications when tasks containing assigned sign-offs are marked complete.
Daily task digest emails
Every weekday, Double will send you an email with the following information:
All tasks due today, this week, or overdue
If you are an admin, Double will also email you a list of your team's Priority tasks.
Close status notifications
Set up optional custom email notifications to automatically alert team members when a close status changes.
In your Close Status Settings, assign a specific person or role to each status — they’ll receive an email notification whenever a close moves into that status.
Enabling close status notifications (Admins only)
Go to Practice Settings
Select Practice Management > Workflows
Scroll down to "Close status options"
Enter user information into the corresponding "Notifications" cell
💡 More on close statuses here.
Notifications for your client's activity (Digest notification emails)
Once client digest notifications are enabled, Double will send you:
a once-daily summary of all the clients who have answered your questions in the previous day
an email when any files are uploaded to the portal
an email when any receipts are forwarded to the upload inbox (when Receipts is enabled)
There are three locations where users can enable/disable client notifications:
In the client's Portal Settings > Notifications tab
In your User Settings > Notifications tab
(Admins only) In Practice Settings > All client settings > Digest notification emails column
To enable instant notifications as soon as the client answers a question:
Go to User Settings > Notifications > Client questions
Choose 'Enable instant notifications'
💡 Enabling instant notifications for client questions will disable the daily question digest and instead send a notification each time the client responds to a question.