Integrations
Double Partnership
Coming soon

Double

Filed partners with Double to connect the monthly close and the annual return, so the books you close flow straight into tax prep.
‍
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.
‍
The partnership is designed to connect the books you close in Double with the returns you file in Filed.
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
Book an intro call
FAQ
Learn more at doublehq.com
Built for firms that do the books and the return

Filed was designed to meet firms where they already operate. For Double customers, that means 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 handoff between them is where firms lose the most time today.
‍
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.

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
Best-in-class firms use Filed
Teel Accounting LLC blue hexagon logo with stylized T and A letters on black background.Blue stylized fox head logo with sharp ears and eyes.Logo with large OV and A letters overlapping and text Carson Valley Accounting LLC.DWC CPAS Advisors logo with black text and teal line and divider.
FAQ

Ready to see what AI-powered tax preparation can do?

Join tax professionals who are using Filed to handle document collection, data entry, and review so they can focus on what matters most.

Book a demo

SOC 2 compliant · US-only data · No model training on your data

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 between the two so the books flow into the return without re-keying.