Double

What is Double?

Double is practice management software for bookkeepers and accountants. It combines month-end close workflows with client collaboration so firms can review transactions, standardize work, and communicate with clients in one system.

The product is integrated with QuickBooks and Xero and is designed to consolidate common practice activities—such as transaction review, file review, task tracking, and client reporting—into a single client-focused workspace.

Key Features

• QuickBooks and Xero-integrated month-end close: supports a month-end workflow connected to accounting data so changes can be reviewed and synchronized back.
• Client Portal for secure communication: provides a branded portal where clients can respond and where practice updates can be managed in one place.
• Transaction and transaction-based workflow from the bank feed: enables asking questions about transactions directly from the bank feed and handling responses.
• Automated reminders and client follow-ups: schedules automated reminders by email or text to reduce manual chasing.
• File Reviews with standardized templates: catches and corrects common coding errors, syncs updates back to QuickBooks/Xero, and supports review standardization across a firm.
• 1099 workflow management: tracks vendors, requests W-9s from vendors, identifies missing W-9s, and supports exporting/uploading 1099 data to filing tools.
• Custom management reporting: generates reports including a one-page executive summary and customizable KPIs/visuals, which can be published to the Client Portal.
• Task management: create recurring or one-off tasks, organize tasks with sections and tags, and track team progress in a firm-wide view.
• Integrated email and communication history: includes an email client for leaving comments or asking questions in an email thread, converting emails to tasks, and viewing shared email history by client.
• Deep Zapier integration: supports deeply customizable automation through Zapier.
• Team and access controls (user permissions): includes user permissions for team usage.

How to Use Double

Start by connecting your accounting workflow to QuickBooks or Xero so Double can support your month-end close and transaction review. Then set up client workspaces using the Client Portal.

From there, run month-end tasks by reviewing transaction activity (including asking questions from the bank feed and acting on client responses), use File Reviews to standardize coding checks, and track follow-ups with automated reminders. Finally, publish management reports to the Client Portal and use tasks and integrated email history to manage team collaboration.

Use Cases

• Month-end close workflow for a bookkeeping firm: centralize transaction review and client responses through the client workspace while keeping the accounting system (QuickBooks/Xero) in sync with review outcomes.
• Coding review standardization across a team: apply customizable File Review templates to catch common coding errors consistently and ensure updates are pushed back to QuickBooks/Xero.
• Ongoing vendor management for 1099 preparation: track vendors throughout the year, request and verify W-9s, identify missing W-9s, and export/upload 1099 data for filing.
• Client communication and faster response loops: ask questions directly in the Client Portal and from transaction/bank feed context, use email/text reminders for follow-ups, and maintain shared email history.
• Reporting tailored to client understanding: create one-page executive summaries and client-specific KPIs/visuals, then publish reports directly to each client’s portal.

FAQ

• Does Double integrate with accounting platforms? Yes. Double is integrated with QuickBooks and Xero, and it syncs changes back to those platforms.

• What communication options are available for client collaboration? Double includes a Client Portal for secure, custom-branded communication and an integrated email client that supports comments/questions within email threads and a shared email history.

• How does Double support file and transaction review? Double includes File Reviews to automatically catch and correct common coding errors and help standardize review work using customizable templates.

• How are tasks managed inside Double? Users can create recurring or one-off tasks, organize them with sections and tags, and track team progress in a firm-wide view. Emails can also be converted into tasks.

• Can Double help with 1099 workflows? Yes. It supports vendor tracking, requesting W-9s, identifying missing W-9s, and exporting/uploading 1099 data to filing tools.

Alternatives

• Accounting practice workflow tools (client communication + task management): alternative software categories that bundle client messaging and internal task tracking, but may not offer the same integrated bank-feed transaction questioning or File Review workflow.
• General workflow automation platforms (e.g., Zapier-centric setups with custom processes): can automate reminders and routing, but typically require more manual configuration to replicate a unified month-end close and reporting experience.
• Standalone reporting and dashboard tools: useful for management reporting, but they usually don’t cover transaction review, client portals, or accounting synchronization as a full practice management workflow.
• Email + spreadsheet-based month-end close: common for smaller firms, but generally lacks centralized client portal responses, standardized file review templates, and integrated email-to-task workflows.