All practice-wide settings are accessible (with Admin permissions) under Practice Settings, at the top right of the Double platform. Users will see a gear icon if they have Admin or Super Admin user permissions.
Any time a header is hyperlinked in this article, click it to take you to that location within your own Practice Settings!
Practice Management
Edit your practice name
Opt-in to beta features automatically
Add or change your practice's logo
Monthly close settings
Auto-create closes on the first day of the month if the previous close is "Done"
Prevent standard users from creating new monthly closes
Enable close Preparer, Reviewer, and Manager roles
Override assignee labels (this allows you to rename Preparer, Reviewer, and Manager roles)
Account Reconciliations
Statement balance (use with the Double Chrome extension)
Time-stamped balances
Client list & close statuses
Client list done status highlight rules (control when the client's row turns green)
Edit close status options
Tax return settings (only available with Tax Suite add-on)
Show tax tracker (in the Client Portal)
Prevent standard users from creating new tax returns
Enable roles: Tax Preparer, Reviewer, and Manager
Override assignee labels (rename tax Preparer, Reviewer, and Manager roles)
Edit tax return statuses
Default tax task template
Global settings
Lock standard users (Task lock)
Auto-complete project (automatically move status to Done when all tasks are completed)
Shorten task descriptions
Default client list row count
Customize
Manage client property permissions
Manage sign-off permissions
Manage template permissions
Allow managers to create new clients (toggle on/off)
Enable Client Details for all clients
Client details example
Client details example
Custom sections
Set the default threshold for what "Due soon" means for Custom Tasks
Add, Edit, or Delete custom task sections
The General task section is not able to be deleted, but it can be renamed.
Close sections
Add, Edit, or Delete closing task sections
All sections that contain Double file review tasks are not able to be deleted or hidden, but they can be renamed. Sections include: Account Reconciliation, Transaction Review, Payee/Entity Review, and Final Review
Tax sections (only accessible with the Tax Suite add-on)
Add, Edit, or Delete tax task sections
The Financial Review tax suite task section is not able to be deleted or hidden.
File deletion lock (Prevent standard users from deleting files)
Permanent file deletion lock (Prevent standard users from permanently deleting files)
Enable rounding (all financial statement values to the nearest whole dollar)
Show currency sign everywhere (disable to only see $ sign on Total rows)
Enable bank feeds
Enable monochrome insights
Enable prepared on (shows on cover page of reports)
Enable prepared by (shows practice name on cover page of reports)
Enable right justified reports
Enable report lock
Enable interactive financials in Client Portal
Change accent color (font color for all management reports)
Add a disclaimer to all client financials on
The cover page
All pages (as a footer)
Show cash/accrual basis distinctions on all pages (as a footer)
Enable 'Date asked' column in transaction questions
Set the default file review row count
Date asked column example
Date asked column example
File review row count example
File review row count example
Manage Users
Add, edit, and delete users to your practice
Update client access for non-admin users
Control tax return access (available with Tax Suite only)
Control MFA settings
Send manual password reset links to your team
Control accruals access (Super admins have access by default)
Control edit schedule access
Disable Inbox feature for entire practice
Disable email data caching
Control personal inbox permissions
Remove personal inbox connections
Control practice inbox access
Control user access to clients' Email History tab
Client Portal
Configure how often your clients receive notifications when you have Automated Reminders enabled.
Add up to 2 automated reminders.
Note
The Starts on date will always be the date of the next scheduled reminder.
This references the cadence of automated reminder notifications (for both text and email reminders).
Add, edit, or delete non-transaction question tags
Bulk set 'notify client' notifications for all recurring questions
Show client uploads inbox
Enable inbound questions from clients
Enable file previews for transaction questions
Show firm name for all question responses (in the portal)
Automatically sync uploaded transaction files to Quickbooks Online & Xero
Client uploads inbox example
Client uploads inbox example
Enable the Resources tab in your portal
Turn on client login page announcement (viewable before signing in)
Turn on client portal announcement (viewable after sign in)
Enable archived Client Portal experience announcement
Hide client's answer in email
Normally, client question notifications include the client answer within the email.
Customize
Choose your default client login option
Customize your Client Portal
Brand color
Button color
Background color
Practice emails
Choose the default practice email
Enable a fallback email sender
Enable open tracking
Practice phone number
View the number all texted reminders will come from when sent from Double
Add, edit, and delete client contacts
Update client portal access
Control files access
Control financial access
Update 2FA settings (if enabled under Security tab)
Send manual magic links
Send manual password reset links
Send email blasts
Review client portal link
Option to show a footer on all vendor request landing pages
Vendor request footer example
Vendor request footer example
Enable 2FA for the portal
Enabling this setting will allow you to enforce 2FA on the Client Portals on a per-contact basis.
All client settings
Edit client name
Upgrade/downgrade client subscription plans
Enable quarterly closes
Enable Class, Location, and Customers (QuickBooks Online clients only)
Update user access (for users with Standard and Manager permissions)
Update client notification digest recipients
Enable/disable text and email automated reminders
Update Txns > $X thresholds
Update Txns w/o receipts > $X thresholds
Edit basis for client reports (Cash vs Accrual)
Upload client logo
Apply reporting templates
Add, remove, and edit client properties
Download a csv of all client properties
Option to show archived clients on the client list
Review actively archived clients
Every time a task is created, updated, or deleted, the change will be automatically recorded in the Activity Log. This ensures greater transparency and accountability, making it easier for admins to monitor task progress and modifications.
Always make sure to check the date range first when reviewing activity log data.
Time Tracking
Enable time tracking
Enable timer notifications
Restrict timer edits by standard users
Enable timer log locking
Display individual capacity planning to standard users
Add, edit, and delete client workstreams
Client workstreams that mention a close period are automatically tied to the open close for that client and cannot be deleted.
Add, edit, and delete firm workstreams
Update budgeted hours/month per client
Update client rates/month per client
AI settings
Double includes AI credits with every subscription plan, giving you and your team access to any of the AI features available in your plan.
AI credits are pooled at the firm level, meaning your firm has a single shared credit balance rather than separate budgets for each client.
Each client on your firm contributes to the shared AI credit pool based on their plan:
Core: $1 per client per month
Plus: $5 per client per month
Scale: $10 per client per month
For example, a firm with 2 Core clients, 2 Plus clients, and 2 Scale clients would have a combined pool of $32/month in AI credits. Credits reset automatically at the start of each billing cycle.
A breakdown of usage by feature is available by clicking into the Usage cell.
Add an overage plan
Go to Practice Settings > AI settings
Under Overage charges, select "Set up overage budget"
Only Super Admins see this option.
Manage AI permissions for memory and skills (Quick link)
Firm memory management
Client memory management
Firm skill management
Client skill management
Private skills
Manage memory across the firm and other clients (Quick link)
The Billing tab is only accessible to Super Admin users. This tab grants access to the billing portal.