Welcome to your guide to the Client Portal!
If you've ever wondered how your bookkeeper or accountant stays organized and manages your financial information efficiently, you're in the right place.
The client portal allows for communication with your bookkeeping team
Questions: Communication with your bookkeeper
Financial Reports: Management reporting
File Sharing: Receipt and other documents
Signing in
In general, you have 3 options when signing in
Via Sign in with Email: requesting a magic link
Once you're in, you won't need to request a link again until you log out, your cookie expires, or you switch devices
Via Google SSO
With a password
Select Sign in with Password - this option integrates with password managers!
Here's how to set up a password
Requesting a magic link
Follow the demo below to experience the portal via a magic link sign in.
Setting up a Password
Select Sign in with Password
Choose Get help signing in
Enter your sign in email
Select Reset Password
The video below walks through how to request a password reset link, as well as sign in with your new password.
Signing out
Navigate to the top right of the screen and select the Exit icon to log out.
Questions
Your portal will tell you how many open questions you have on your Dashboard, and at the top of the portal.
Transaction Questions
Transaction questions are just that - questions about transactions in your QuickBooks or Xero file.
Non-Transaction Questions
Non-transaction questions are any questions not related to a transaction.
Questions for your bookkeeper
Questions for Us allows contacts to send questions from the portal to the bookkeeper.
This setting is optional and must be enabled by your bookkeeper.
Business financials
Management reporting
Financial Reports are posted on your Dashboard and Financials tabs.
Financials access is optional and must be enabled by your bookkeeper.
Interactive financial reports
If your bookkeeper has enabled interactive financials, you’ll be able to access more than just the standard monthly PDF package in your portal. These reports are designed to help you explore your financial data directly and answer key questions about your business.
Which interactive reports are accessible?
Monthly Report: The standard monthly package in a PDF viewer. You can view, download, or print it.
Profit & Loss Report: An interactive version where you can adjust the timeframe, change how data is grouped, and drill down into vendor or payee subtotals.
Balance Sheet Report: An interactive version with the same controls as Profit & Loss.
Metrics Visuals: Charts and graphs highlighting important financial trends.
How do I interact with reports?
Change the date range to see different time periods.
Use the Advanced controls for more customization.
Drill down to vendor or payee subtotals to better understand your expenses and income.
Transaction-level details aren’t available in the client portal at this time.
Interactive reports are currently available only if your bookkeeping is connected with QuickBooks Online. Your bookkeeper decides whether or not to publish these reports for you.
File storage
Access stored files under the Files tab.
Files Access is optional and must be enabled by your bookkeeper.
FAQs
Is there a client portal mobile app?
Yes! To download it, use the following links: iOS download link, Android download link.
👇👇 Here's what it looks like in the app store 👇👇
Can I reassign a question to another member of my team?
Yes! There is a "Reassign" button available to change assignees as necessary.
Can I have all of my businesses accessible in a single portal?
Certainly! If your bookkeeper oversees all business files in Double, they can set you up as a Merged Contact for each business.
If this is enabled, you'll see a drop down menu at the top right of your portal, and you can choose which file to view from there!
I am having trouble logging in to my portal, what can I do?
If you're running into challenges logging into the portal, it's recommended to contact your bookkeeper for assistance and share any screenshots of error messages or other issues you're experiencing.
Your bookkeeper can always send a fresh magic link or reset password email from their end.
Troubleshooting
Invalid Magic Link
The three most common reasons folks get this error message after clicking a magic link are:
It has already been used: magic links will expire immediately after a single click
It is expired: magic links will expire after 6hrs
It is not the most recent link: Whenever a new magic link is requested (clicking the Sign in with Email button on the sign in page), all old magic links are invalidated
All of the reasons above are in place for security purposes. Keeping your Client Portal as secure as possible is one of Double's top priorities.
Incorrect password
Sometimes your password can be entered incorrectly, or an older/invalid password is entered automatically with a password manager extension. If you need to reset your password, the steps are the same as when you created a password the first time!
Choose "Forgot your password?"
Enter your sign in email
Select Reset Password
You will receive an email with a link to reset your password!
Incorrect email entered at sign in
Not receiving any email links? You may be using the wrong email when signing in. Only the email added to Double by your bookkeeper will grant you access to the portal.
You're not a Gmail user
Choosing the Google SSO option will only work with Gmail email addresses.