# Double Review: Pricing, Features, Alternatives

Double: Client-books review and month-end close, with a CRM, portal and tax suite around it. Pricing from On request, SOC 2 yes, and how it compares to the alternatives, for US accounting and bookkeeping firms.

Source: https://node8.ai/accounting-tools/practice-management/double/

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[Accounting Tools](https://node8.ai/accounting-tools/) · [Practice Management](https://node8.ai/accounting-tools/practice-management/)

# Double

Strong Option · Double · founded 2020

Client-books review and month-end close, with a CRM, portal and tax suite around it

[Visit Double](https://doublehq.com/) [All 49 practice management tools](https://node8.ai/accounting-tools/practice-management/)

Best for

Bookkeeping and CAS firms of 3-40 staff running recurring QuickBooks Online or Xero closes

Starting price

On request (Charged per connected client with unlimited users; quarterly clients billed monthly; The Tax Suite included at a $200 per month annual commitment; extra connected team email $10 per month; separate annual flat-rate plan for internal finance teams. Headline per-client rate not published)

SOC 2

Yes

Multi-factor auth

Unconfirmed

Ownership

independent, Y Combinator Summer 2021

Integrates with

QuickBooks Online, Xero, Sage Intacct, NetSuite, Zapier, Ping, +3 more

The read

## What Double does

Formerly Keeper, and still referred to by that name in places on its own site, Double began as a client-books review tool and has been extending outward from there. The core loop is unchanged and remains the best part. The product syncs two ways with QuickBooks Online, Xero, Sage Intacct or NetSuite, surfaces uncategorized transactions and unanswered questions, pushes those to the client through a branded portal, and writes the resolved coding back to the ledger. On top of that sit AI bank feed categorisation, drafted journal entries, accrual and prepaid schedules, 1099 tracking, receipt capture and custom management reports, all rolled up into a close page that shows every client's month-end status in one view.

The practice management half is newer and narrower. There is a client database with custom properties, saved filtered views in grid or Kanban form, task management, an integrated inbox and file review tools, plus a Tax Suite that adds 1040 organizers, tax workflows, year-foldered file storage and knowledge-based authentication e-signature for Form 8879. That last piece matters, because it means a bookkeeping firm doing a few hundred returns can sign inside the same system rather than buying a second one.

The trade-offs are worth pricing carefully. Double publishes no time tracking and no invoicing module, so a firm billing hourly or issuing invoices from its practice system still needs something else. There is no connector to Drake, UltraTax, Lacerte or ProSeries, so the Tax Suite works for firms preparing returns in a separate package and tracking status here, not for firms that want the two to talk. Pricing is per connected client with unlimited users, which is excellent for a small team carrying many clients and expensive in reverse, and the headline per-client rate is not published, so a quote requires a demo. The Tax Suite carries a $200 per month annual commitment. Security is documented in a plain statement rather than a populated trust portal: SOC 2 accreditation is claimed with a last-updated date of August 2024, US-only servers, AES-256 at rest, annual penetration testing, but the type is not stated and MFA and SSO are not mentioned.

Client Hub is the direct comparison and covers the same client-question loop at $59 to $79 per user per month, without the accruals, 1099 or AI journal entry depth. Financial Cents sells a month-end close add-on at $5 per client per month bolted onto a fuller practice management system with real tax integrations. Canopy prices close automation at $10 per connected client and has far more practice management around it, at several times the seat cost.

The inherited tier was top-pick in both categories. For close automation that holds: the two-way ledger sync, AI categorisation and close page are as strong as anything in that category, the company is Y Combinator backed and shipping constantly, with blog and customer story sitemaps updated in September 2026. For practice management it moves to strong-option, because a system with no time tracking, no invoicing and no tax software connector is not where a firm should start when choosing its system of record.

Capabilities

## What you get

Uncategorized transaction and client question queue synced two ways with the ledger

AI bank feed categorisation and drafted journal entries

Close page tracking every client's month-end status in one view

Accruals, prepaid and deferred revenue schedules and 1099 tracking and filing prep

Custom-branded client portal, client database with custom properties and integrated inbox

Tax Suite with 1040 organizers, tax workflows and KBA e-signature for Form 8879

Pricing, security, integrations

## What it costs and what it connects to

The vendor does not publish a price for Double; it is quoted per firm, usually on firm size or entity count.

Double holds a SOC 2 report.

Double connects to QuickBooks Online, Xero, Sage Intacct and NetSuite. Supporting more than one ledger matters for firms whose clients are split across them.

Beyond that: Zapier, Ping, Abacor, Stripe and iOS and Android apps.

[Vendor pricing page](https://doublehq.com/pricing-plans/) · [Vendor security page](https://doublehq.com/security-statement/)

Our rating

## Why we rate Double a Strong Option

Double is rated Strong Option, alongside 15 other of the 49 practice management tools in this directory.

A credible choice that wins on a specific fit rather than across the board — a price point, a niche, a workflow, or an integration the top picks do not cover as well.

Double is also sold into [month-end close automation](https://node8.ai/accounting-tools/close-automation/) , where it appears alongside the tools it competes with there.

[How these ratings are decided](https://node8.ai/accounting-tools/methodology/).

Alternatives

## Double alternatives

### [Client Hub](https://node8.ai/accounting-tools/practice-management/client-hub/)

Practice management built around client communication and uncategorized-transaction chasing

Strong Option

### [Canopy](https://node8.ai/accounting-tools/practice-management/canopy/)

Modular practice management with CRM, documents, portal, workflow and billing for tax and accounting firms

Top Pick

### [TaxDome](https://node8.ai/accounting-tools/practice-management/taxdome/)

Practice management, client portal, e-signature and billing sold as one per-user subscription

Strong Option

### [Elephant CPA](https://node8.ai/accounting-tools/practice-management/elephant-cpa/)

Flat-priced practice management for small firms, with no visible development since early 2023

Dated

### [CCH iFirm Practice Manager](https://node8.ai/accounting-tools/practice-management/ifirm-practice-manager/)

Cloud practice management sold across Asia-Pacific, with no US version of the product

Dated

### [Levvy](https://node8.ai/accounting-tools/practice-management/levvy/)

Workflow, capacity planning and billing for accounting and CAS teams

One to Watch

[Compare all 49 practice management tools](https://node8.ai/accounting-tools/practice-management/)

Sources

## Where these facts came from

Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026.

### [Double product overview](https://doublehq.com/)

Retrieved 2026-09-08

### [Double pricing plans](https://doublehq.com/pricing-plans/)

Retrieved 2026-09-08

### [Double security statement](https://doublehq.com/security-statement/)

Retrieved 2026-09-08

### [Double about us](https://doublehq.com/about-us/)

Retrieved 2026-09-08

### [Double CRM and practice management](https://doublehq.com/crm-and-practice-management/)

Retrieved 2026-09-08

### [Double Tax Suite](https://doublehq.com/the-tax-suite/)

Retrieved 2026-09-08

Keep browsing

## Other categories

[General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Planning & Advisory (13)](https://node8.ai/accounting-tools/tax-planning/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[Tax Resolution & IRS Representation (6)](https://node8.ai/accounting-tools/tax-resolution/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/)

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