Integrations
Double

Double

Connect Double and Analyst can look up your practice's clients, tasks, files and Metrics. With write access on, it can also create, update and delete records in Double when you ask.
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Double is where your firm manages its clients, tasks, files and practice data. It stays your system of record: Filed reads from it when you ask, and only changes it when the connection allows writes.
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The connection uses an API key: a client ID and client secret that a Double super admin generates once for the whole practice.
How it works
  • A Double super admin generates an API key under Practice Settings > Practice Management > General
  • In Filed, go to Plugins, open Double and paste the client ID and client secret
  • Ask Analyst about your Double clients, tasks, files and Metrics
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FAQ
Learn more at doublehq.com
Your practice in Double, one question away

Analyst works directly with Double's API, so it can look up clients with their details, contacts and properties, list tasks with their comments and assignees, browse a client's files and folders, and read Metrics tabs, visuals and variables. It can also review users, branches, organizers, posts, timers and the activity log.
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Read access is always on. Write access is a separate switch. With it on, Analyst can create, update and delete these records when you ask, for example creating a custom Metrics tab or reassigning a task.
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Analyst runs each change once. If Double rejects it, Analyst tells you Double's reason instead of retrying.

What this means for your team

  • Clients, contacts and properties, looked up when you ask
  • Tasks with their comments and who they are assigned to
  • Client files and Metrics, without leaving Filed
  • Create, update and delete records when write access is on
Best-in-class firms use Filed
AdamsBrown logoDWC CPAs and Advisors logoTax Time logoAlbert Tucker & Associates logoAgresta, Storms & O'Leary logoWestberg Eischens logoLong & Associates Public Accountants logoJMG CPAs logoKDA logoProctor, CPA, PC logoForesight Business Solutions logoDaniel W. Polachek, P.C. logoTax Sherpa logoJCG Tax logoHoff Financial Services logoTeel Accounting logoPoston Tax & Accounting logoAFS Financial Group logoPastor, Golbois, Ebert & Palladino logoSwamp Fox CPA logoCapstone CPA logoBrandywine Oak Private Wealth logoJ Allen & Associates logoEverest Financial Advisors logoAccounting & Advisory Services logoPapin CPA logoAffinity Tax Services logoJoseph Hawthorne CPA PC logoAvaii Wealth Management logoHansen Certified Public Accountants logoSwoop In Solutions logoDennis Duncan & Torchon logoXQ CPA logoButrica Ployd & Associates logoCore Capital Advisors logoKirschner Weeks CPAs and Advisors logoAlpine Mar CPAs & Advisors logoDentalCPA Services logo
FAQ

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SOC 2 Type II · ISO 27001 certified · US-only data · No model training on your data

A Double super admin generates an API key under Practice Settings > Practice Management > General. Paste the client ID and client secret into Filed under Plugins, and the connection becomes active once Filed confirms the key works.

Only when write access is turned on for the connection. With it on, Analyst can create, update and delete records such as tasks and Metrics tabs when you ask. Clear Write if Filed should only read.

Double does not appear in Client Import. Work with Double data through Analyst instead.