Lisa Culverwell
Lisa Culverwell
G2
Verified user

The only client portal my clients will use!

Double has a seemless integration with QuickBooks Online. My clients review the data, answer questions, provide feedback, and upload documents directly into the platform, making it so easy to categorize transactions and run financials directly from Double. I've tried so many different ways of getting my clients to respond and send documents outside of email, and absolutely nothing worked... except this! I couldn't imagine not using Double for my clients' portals.
Lisa Culverwell
Lisa Culverwell
G2
Verified user

The only client portal my clients will use!

Double has a seemless integration with QuickBooks Online. My clients review the data, answer questions, provide feedback, and upload documents directly into the platform, making it so easy to categorize transactions and run financials directly from Double. I've tried so many different ways of getting my clients to respond and send documents outside of email, and absolutely nothing worked... except this! I couldn't imagine not using Double for my clients' portals.

Aug 22, 2023

Aug 22, 2023

Cheryl Gatlin
Cheryl Gatlin
G2
Verified user

Fantastic Management Tool!

Double has been a game-changer for managing my business. I have been able to create SOP's inside of Double for daily, weekly and monthly closing tasks to be checked off by my bookkeepers inside of each client portal. Nothing is forgotten and I am able to track what each employee is doing and where we are in the process of closing clients' accounts at a quick glance. Double is also amazing for your clients. We are no longer downloading uncategorized transactions into Excel, editing excel to make it look pretty, saving and then attaching to a email. We are able to mark transactions we have questions on with one click and then send an email template within Double to let them know they have questions in their portal with another click or two. Once we have the answer back from the client, we are able to code that transaction in Double. It's a one-stop shop! Huge time saver. I honestly don't know how we would live without it at this point in time. Also, if you ever have a question or are having issues, they are super responsive.
Cheryl Gatlin
Cheryl Gatlin
G2
Verified user

Fantastic Management Tool!

Double has been a game-changer for managing my business. I have been able to create SOP's inside of Double for daily, weekly and monthly closing tasks to be checked off by my bookkeepers inside of each client portal. Nothing is forgotten and I am able to track what each employee is doing and where we are in the process of closing clients' accounts at a quick glance. Double is also amazing for your clients. We are no longer downloading uncategorized transactions into Excel, editing excel to make it look pretty, saving and then attaching to a email. We are able to mark transactions we have questions on with one click and then send an email template within Double to let them know they have questions in their portal with another click or two. Once we have the answer back from the client, we are able to code that transaction in Double. It's a one-stop shop! Huge time saver. I honestly don't know how we would live without it at this point in time. Also, if you ever have a question or are having issues, they are super responsive.

May 5, 2023

May 5, 2023

Tiffany Brantner
Tiffany Brantner
G2
Verified user

Double is a game changer

Double is a must in my firm. It has changed the game for us. Using Double allows us to easily track progress of monthly closes and the Double team is always looking for ways to improve the app. They listen to our feedback and continue to improve the software.
Tiffany Brantner
Tiffany Brantner
G2
Verified user

Double is a game changer

Double is a must in my firm. It has changed the game for us. Using Double allows us to easily track progress of monthly closes and the Double team is always looking for ways to improve the app. They listen to our feedback and continue to improve the software.

May 5, 2023

May 5, 2023

Cristina Rodriguez
Cristina Rodriguez
G2
Verified user

I love Double!

I love Double because it makes me more organized and not miss a thing. I love that there are sections where I can add and remove as many subcategories to review and check off. When I review the transactions by subsections, it helps me catch transactions incorrectly categorized. Now that there is a Double extension for QBO, I get to ask questions to clients directly from QBO. That is very helpful too. I love that clients can also upload to their portal. It is just a perk to stay organized.
Cristina Rodriguez
Cristina Rodriguez
G2
Verified user

I love Double!

I love Double because it makes me more organized and not miss a thing. I love that there are sections where I can add and remove as many subcategories to review and check off. When I review the transactions by subsections, it helps me catch transactions incorrectly categorized. Now that there is a Double extension for QBO, I get to ask questions to clients directly from QBO. That is very helpful too. I love that clients can also upload to their portal. It is just a perk to stay organized.

May 4, 2023

May 4, 2023

Conner Schryver
Conner Schryver
G2
Verified user

Double will evolve your bookkeeping practice!

Where to begin? At the start, it was the immediate improvement to how we ask questions to our clients. Now it's evolved into how I manage quality control while delegating to my team. The Double team is constantly improving the app and pushing forward on user-requested solutions. I would recommend them to any practice whether you're just starting out or an established firm.
Conner Schryver
Conner Schryver
G2
Verified user

Double will evolve your bookkeeping practice!

Where to begin? At the start, it was the immediate improvement to how we ask questions to our clients. Now it's evolved into how I manage quality control while delegating to my team. The Double team is constantly improving the app and pushing forward on user-requested solutions. I would recommend them to any practice whether you're just starting out or an established firm.

May 23, 2023

May 23, 2023

Erika Balza
Erika Balza
G2
Verified user

The BEST tool for all Bookkeepers!

Double has organized our bookkeeping closing process and has made contact with our clients so much easier through the client portal. Double continues to improve its functions on a weekly basis and listens to its customers as far as improvements and 'wants' in the program. I highly recommend using Double to make your working life so much easier!
Erika Balza
Erika Balza
G2
Verified user

The BEST tool for all Bookkeepers!

Double has organized our bookkeeping closing process and has made contact with our clients so much easier through the client portal. Double continues to improve its functions on a weekly basis and listens to its customers as far as improvements and 'wants' in the program. I highly recommend using Double to make your working life so much easier!

May 7, 2023

May 7, 2023

Melodie MacNeil
Melodie MacNeil
G2
Verified user

Best thing that ever happened to my business!

Double has cut my month-end process down by at least half! The software allows me and my team instant transparency on the status of each client project. In addition to the checklists, Double allows you to create your own templates for different types of client projects and a unique client portal where you can collaborate efficiently with the clients and/or their staff. I can't live without this!
Melodie MacNeil
Melodie MacNeil
G2
Verified user

Best thing that ever happened to my business!

Double has cut my month-end process down by at least half! The software allows me and my team instant transparency on the status of each client project. In addition to the checklists, Double allows you to create your own templates for different types of client projects and a unique client portal where you can collaborate efficiently with the clients and/or their staff. I can't live without this!

May 3, 2023

May 3, 2023

Jelena Arkula
Jelena Arkula
G2

A game changer for any bookkeeping practice

As a booking professional, I have enjoyed using various apps and software solutions to help me manage my workload. However, none have impressed me quite like the Double app. The introduction of the client portal has been a game-changer for our operations. Not only has it saved us valuable time, but our clients have embraced the new platform, which has quickly become the preferred mode of communication. The portal's intuitive interface allows for seamless communication between our team and clients, improving overall efficiency and client experience. By allowing clients to access relevant information and update their details at their convenience, we have significantly reduced back-and-forth emails and phone calls. Our clients' overwhelmingly positive response demonstrates how valuable the portal has been in improving communication and strengthening our relationships. We are thrilled to have implemented such a valuable tool and look forward to continued success with its use. The user interface is intuitive and easy to navigate, making the processes a breeze. But what sets Double app apart is its ability to save time and streamline workflows, giving me more time to focus on other important aspects of my work. Moreover, the Double app is constantly evolving and improving based on feedback from users like myself. It's refreshing to see a company that takes user input to heart and continually works to enhance the user experience. I can't recommend the Double app enough to fellow bookkeeping professionals. Its comprehensive features, outstanding review and close procedures, and detailed reporting make it a necessary app for any bookkeeping practice.
Jelena Arkula
Jelena Arkula
G2

A game changer for any bookkeeping practice

As a booking professional, I have enjoyed using various apps and software solutions to help me manage my workload. However, none have impressed me quite like the Double app. The introduction of the client portal has been a game-changer for our operations. Not only has it saved us valuable time, but our clients have embraced the new platform, which has quickly become the preferred mode of communication. The portal's intuitive interface allows for seamless communication between our team and clients, improving overall efficiency and client experience. By allowing clients to access relevant information and update their details at their convenience, we have significantly reduced back-and-forth emails and phone calls. Our clients' overwhelmingly positive response demonstrates how valuable the portal has been in improving communication and strengthening our relationships. We are thrilled to have implemented such a valuable tool and look forward to continued success with its use. The user interface is intuitive and easy to navigate, making the processes a breeze. But what sets Double app apart is its ability to save time and streamline workflows, giving me more time to focus on other important aspects of my work. Moreover, the Double app is constantly evolving and improving based on feedback from users like myself. It's refreshing to see a company that takes user input to heart and continually works to enhance the user experience. I can't recommend the Double app enough to fellow bookkeeping professionals. Its comprehensive features, outstanding review and close procedures, and detailed reporting make it a necessary app for any bookkeeping practice.

May 4, 2023

May 4, 2023

Susan Nelson
Susan Nelson
G2
Verified user

Best software ever!

I like everything about Double, it makes month end SO much smoother and simpler. The best thing is that they keep adding features for the same price.
Susan Nelson
Susan Nelson
G2
Verified user

Best software ever!

I like everything about Double, it makes month end SO much smoother and simpler. The best thing is that they keep adding features for the same price.

Jul 18, 2023

Jul 18, 2023

Marcela Stellmach
Marcela Stellmach
G2
Verified user

Makes my month end so easy!!

I love how it has increase my quality control for month end! Every week there is an improvement for something new! I feel confident Im taking care of my clients and have control of what my team does too!
Marcela Stellmach
Marcela Stellmach
G2
Verified user

Makes my month end so easy!!

I love how it has increase my quality control for month end! Every week there is an improvement for something new! I feel confident Im taking care of my clients and have control of what my team does too!

Jul 17, 2023

Jul 17, 2023

JA
Jessica Albee
G2
Verified user

Can't live without it!

I can't IMAGINE how I would have been able to grow my firm to where it's at today without Double 😳 GAMECHANGER 🙌🏼❤️ I'll talk your ear off ALL. DAY. LONG. on how amazing this software is. It has everything in one place. THANK YOU DOUBLE TEAM!!!
JA
Jessica Albee
G2
Verified user

Can't live without it!

I can't IMAGINE how I would have been able to grow my firm to where it's at today without Double 😳 GAMECHANGER 🙌🏼❤️ I'll talk your ear off ALL. DAY. LONG. on how amazing this software is. It has everything in one place. THANK YOU DOUBLE TEAM!!!

Apr 25, 2023

Apr 25, 2023

Jodie Strong
Jodie Strong
G2
Verified user

Double reduces our tech stack by replacing a variety of systems

Not only can we close each client with confidence each month and provide high-quality reports, but we can also use Double for project management to stay on top of all our daily tasks!
Jodie Strong
Jodie Strong
G2
Verified user

Double reduces our tech stack by replacing a variety of systems

Not only can we close each client with confidence each month and provide high-quality reports, but we can also use Double for project management to stay on top of all our daily tasks!

May 5, 2023

May 5, 2023

TC
Taylor Clouse
G2
Verified user

Best tool ever for running a bookkeeping practice

Double is a fantastic tool for overseeing a bookkeeping practice, ensuring accurate bookkeeping in QBO and Xero as well as administering quality control over your employees. In addition, the portal, financial reporting and W9 management offer a way to add value to your clients and set you apart from other practices.
TC
Taylor Clouse
G2
Verified user

Best tool ever for running a bookkeeping practice

Double is a fantastic tool for overseeing a bookkeeping practice, ensuring accurate bookkeeping in QBO and Xero as well as administering quality control over your employees. In addition, the portal, financial reporting and W9 management offer a way to add value to your clients and set you apart from other practices.

May 4, 2023

May 4, 2023

Marie Pues
Marie Pues
G2
Verified user

In Love with Double!

I implemented Double at the 1099 deadline but have been using it for all of my clients since, and it has been so much help in identifying discrepancies in the books before I get to the year-end review. I have also started using it for onboarding clients, saving me time from sending out reminder emails to gather information.
Marie Pues
Marie Pues
G2
Verified user

In Love with Double!

I implemented Double at the 1099 deadline but have been using it for all of my clients since, and it has been so much help in identifying discrepancies in the books before I get to the year-end review. I have also started using it for onboarding clients, saving me time from sending out reminder emails to gather information.

May 8, 2023

May 8, 2023

Tailor Hartman
Tailor Hartman
G2

Double is AMAZING! I recommend it to everyone who does monthly financial accounting.

Double streamlines the main processes of our accounting firm. Without Double we had to use a few different softwares to accomplish the same tasks. We can structure client onboarding, monthly financials, and document storage all within Double. They give a ton of control as well so we can customize when, who, and what we email. AND they're super focused on staying relevant through updates with new ai tech. Overall, great company & tool. Excited to see what they do next.
Tailor Hartman
Tailor Hartman
G2

Double is AMAZING! I recommend it to everyone who does monthly financial accounting.

Double streamlines the main processes of our accounting firm. Without Double we had to use a few different softwares to accomplish the same tasks. We can structure client onboarding, monthly financials, and document storage all within Double. They give a ton of control as well so we can customize when, who, and what we email. AND they're super focused on staying relevant through updates with new ai tech. Overall, great company & tool. Excited to see what they do next.

Jun 1, 2023

Jun 1, 2023

KJ
Kyli Jones
G2
Verified user

Helps to keep me on track and remember my tasks

I like how easily you can contact clients and how easily you can pull up transactions from quickbooks and edit them. It makes my process go smoother.
KJ
Kyli Jones
G2
Verified user

Helps to keep me on track and remember my tasks

I like how easily you can contact clients and how easily you can pull up transactions from quickbooks and edit them. It makes my process go smoother.

May 10, 2023

May 10, 2023

AF
Ashley Ford
G2

Absolute game-changer for accounting firms!

Double's ability to sync with QBO and review books in minutes is an absolute game-changer! Using this app has streamlined the way that we close client books and has given us the ability to provide better insight and higher-level advisory for our clients. As an owner, it's allowed me to stay on top of employee work and workflow statuses with ease. I highly recommend Double to any firms that provide bookkeeping!
AF
Ashley Ford
G2

Absolute game-changer for accounting firms!

Double's ability to sync with QBO and review books in minutes is an absolute game-changer! Using this app has streamlined the way that we close client books and has given us the ability to provide better insight and higher-level advisory for our clients. As an owner, it's allowed me to stay on top of employee work and workflow statuses with ease. I highly recommend Double to any firms that provide bookkeeping!

May 1, 2023

May 1, 2023

NB
Natalie Browne
G2
Verified user

Double saves us time!

Having all of our tasks in one place and assigned to staff has really streamlined our workflow
NB
Natalie Browne
G2
Verified user

Double saves us time!

Having all of our tasks in one place and assigned to staff has really streamlined our workflow

May 4, 2023

May 4, 2023

DS
debbie Shore
G2

Owner and operator of bookkeeping firm

Everything is in one spot. Great client portal and makes it easy to ask questions and followup on responses.
DS
debbie Shore
G2

Owner and operator of bookkeeping firm

Everything is in one spot. Great client portal and makes it easy to ask questions and followup on responses.

Jun 29, 2023

Jun 29, 2023

Verified User
Verified User in Accounting
G2
Verified user

Double for Task Management and Client Communication

Double allows you to ask questions of your client from within the bank feed in QBO while you are working on your client's bookkeeping.
Verified User
Verified User in Accounting
G2
Verified user

Double for Task Management and Client Communication

Double allows you to ask questions of your client from within the bank feed in QBO while you are working on your client's bookkeeping.

May 6, 2023

May 6, 2023