Double
Double is AI-powered close management software for accounting firms, CAS teams, and finance orgs. It runs the monthly close with two-way QuickBooks and Xero sync, AI bank feeds, journal entries, and accruals for more than 4,000 firms.
Built for firms that do the books and the return
Double is AI-powered close management software for accounting firms, CAS teams, and finance orgs. It runs the monthly close, with two-way QuickBooks and Xero sync, AI bank feeds, AI journal entries, and accruals, for more than 4,000 firms.
For Double customers, the trial balance you closed and reviewed in Double can flow straight into Filed's tax prep, instead of being re-keyed or re-scanned months later. Double owns the monthly close: bank feeds, journal entries, accruals, and client-ready commentary. Filed owns the annual tax workflow: binder, prep, review, and filing. The flow can run both ways, with Filed pushing finalized tax adjustments and depreciation entries back to Double so the ledger reflects the filed return.
How it works
- Your team runs the year's monthly closes in Double, with two-way QuickBooks and Xero sync
- At tax time, Filed pulls the closed trial balance and supporting client data straight from Double
- Filed maps it into the workpapers and pushes the prep into your tax software: CCH Axcess, UltraTax, Lacerte, Drake, and ProConnect
What this means for your team
- The closed trial balance flows from Double into Filed's tax prep
- Strongest for business returns, where the books drive the 1065 and 1120-S
- No re-keying or re-scanning data that was already clean in the ledger
- One source of financial truth, from the monthly close to the filed return
How it works
- Pull the closed trial balance from Double
- Map the books into Filed workpapers
- Push prep into your tax software
- Strongest for 1065 and 1120-S returns
The questions firms ask us
Double runs your monthly close, and Filed runs the annual tax workflow. The plan is for Filed to pull the closed trial balance and supporting client data from Double at tax time, then map it into the workpapers and push the prep into your tax software.
Filed and Double are partnering to connect the monthly close with the annual return. The high-value flow runs from Double into Filed for business returns, with the option to push finalized tax adjustments back to Double. This integration is on the way.
You keep using Double for the monthly close and Filed for tax prep and review. Both teams are building the handoff so the books flow into the return without re-keying.