A portal your clients will actually use.
One place for clients to answer questions, send documents, and review financials. Get faster responses with less effort.
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Trusted by thousands of bookkeepers and accountants
A client portal,
integrated with QuickBooks Online and Xero.
Transaction questions connected to the ledger
Automated email and text reminders
Central hub for documents, receipts, and financials
Custom-branded portal at your own domain
Transaction questions
Ditch the dreadsheets.
Ask questions directly in the bank feed, tied to the actual transaction, not a row in a spreadsheet.
Questions batch into the portal as you work, so clients get one notification, not ten. When they respond, edit the transaction right in Double, with every change syncing back to the ledger.
“Double has a seamless 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 absolutely nothing worked except this!”
LC
Reminders
Automate your follow-ups.
Set the reminder cadence once and Double nudges clients by email or text until questions are answered. Reminders stop automatically the moment they respond.
One reminder now covers everything a client owes you: transaction questions, document requests, tax organizers, e-signatures, and bank feed connections, all in a single email.
“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.”
JA
Magic links
Remove the friction for clients.
Farewell, forgotten passwords. Clients receive a magic link via email or text and land directly in their portal. After a one-time email verification, that link works forever.
Prefer a traditional login? Passwords and Google sign-in can be set up, too.
“My clients are responding twice as fast, and they love that the portal uses a magic link, so they do not have to manage another password.”
DK
Assignable Questions
The right question, to the right person.
When a client has an owner, a CFO, and an office manager, "reply-all and hope" doesn’t work. Assign each question to one or more specific contacts, so financial questions reach the CFO and receipt requests reach the office manager.
Clients can reassign questions among their own team right in the portal; no more "that's not my department" dead ends.
“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.”
Custom branding
Your brand, everywhere your clients look.
Make your portal a true extension of your firm. Host it at your own domain, apply your logo, colors, and favicon, and send notification emails from your own address.
Even text reminders come from your practice's dedicated phone number. Your clients see your firm, and Double stays behind the scenes.
Mobile app
Make it even easier for clients.
Double’s Client Portal mobile app lets clients answer questions, snap and upload receipts, track tax return status, and review financials on the go.
Real-time push notifications nudge them the moment something needs attention, which they can respond to from the palm of their hand.
Learn more about the Mobile App
Double's Client Portal is user-friendly while maintaining bank-grade security.
Double is SOC 2 certified, with encryption across the platform.
For more on our security standards, click here.