The Client Portal is a centralized hub for all client communication, making it easy to keep everything in one place.

From answering questions and sharing information to tracking updates and next steps, clients have a single, organized space to stay informed and engaged.

As a one-stop shop for collaboration, the Client Portal helps streamline communication, reduce back-and-forth, and ensure everyone stays aligned.

Double offers three convenient sign-in options for Client Portal contacts:

Brand the portal login page to align with your practice logo and brand colors.

Without a custom client portal domain, practices will have a sign in page like this 👇

The mobile app makes it easy to stay connected and responsive from anywhere. With quick access to client conversations, updates, and tasks, it keeps work moving even when away from a desk.

The app is available for both iOS and Android devices. Clients can do everything in the mobile app that they can on the web version of the portal.

Magic links can be requested from the client portal sign in page or sent manually from the client's Portal Settings

Requesting a magic link is simple. Contacts enter their full email address exactly as it appears in Double’s portal settings, then click "Send magic link" to receive a secure link.

Aside from magic links, contacts can also choose to sign into the client portal with their email and password.

Contacts can set up a new password in two ways: directly from the client portal sign-in page, or by using a password reset link sent manually through Portal Settings.

The client portal dashboard tab gives contacts a centralized view. From uploading files and reviewing pending action items, to accessing published management reports (accessible with financials access), it keeps key information and tasks organized in one place.

The financials tab allows access to published management reports and interactive financials. It is only accessible to contacts with Financials access enabled in the bookkeeping Portal Settings.

Assignable Questions allows each question to be assigned to the appropriate contact.

To make it easier for client contacts to view receipts attached to transactions, enable receipt thumbnails in the client portal. Thumbnails allow users to quickly preview receipts and click to open the full image.

The "Enable file previews for questions" setting can be found under Practice Settings > Client Portal > Inbound Questions/Files.

Resources is an optional portal feature that provides a dedicated tab to the Client Portal where permanent notes, important information, and helpful materials can be shared with clients for easy reference anytime.

With Files access, contacts can view any documents that have been made visible in the client portal, along with receipts they’ve submitted through the client forwarding email or by texting the practice phone number.

The Tax Returns tab is an optional feature available for practices using the Tax Suite and can be enabled to provide clients with access to their tax returns within the client portal.

If you have clients who have multiple accounting files (e.g., subsidiaries or sister companies), you can set them as a merged contact! This will give the contact the ability to switch between businesses in the portal seamlessly.

The client portal link is accessible in 2 locations within Double: