Double
Bookkeeping Practice Management Software
Overview
Double is a platform designed to help bookkeeping firms streamline their month-end close process. It integrates with QuickBooks and Xero to automate tasks, facilitate client communication, and standardize reviews. It includes a client portal for resolving uncategorized transactions and sharing information.
✨ Key Features
- Automated File Review
- Client Portal for Transaction Questions
- Task Management for Month-End Close
- 1099 Vendor Management
- Custom Management Reports
- Deep QuickBooks & Xero Integration
🎯 Key Differentiators
- Deep focus on the month-end close process
- Direct integration with QuickBooks and Xero for transaction management
- Automated file review capabilities
Unique Value: Double helps bookkeeping firms close the books faster and more accurately by automating reviews and streamlining client collaboration on transactions.
🎯 Use Cases (4)
✅ Best For
- Asking clients about uncategorized transactions directly from the bank feed.
- Automatically catching and correcting common coding errors in QuickBooks or Xero.
- Tracking vendors and requesting W-9s to prepare for 1099 filing.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that need a general-purpose practice management tool for tax or other services.
- Firms that do not use QuickBooks Online or Xero.
🏆 Alternatives
It is more specialized for the month-end close than general practice management tools. Its automated review features are a key differentiator from other client portals.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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