Double provides bookkeepers with the option to grant a single contact access to multiple businesses within one Client Portal, creating a streamlined experience across entities.
For clients with multiple accounting files (such as subsidiaries or sister companies), follow this guide for setup instructions.
Merged contacts: All businesses in a single portal
How to merge contacts
Admin users can grant client contact's access to multiple businesses in the client portal:
Go to Practice Settings (⚙️ icon)
Click Client Portal
Click the All Contacts tab
Click into the corresponding Client(s) cell
Select all applicable companies the contact should have access to
The client portal experience
Creating a merged contact will give your client the ability to switch between businesses in the portal 👇 like so...
Note: Automated reminders will direct the contact to the portal. Once signed in, the action items will be organized by business.
Plus subscriptions: Merged contacts texting receipts
If a contact with multiple files texts a receipt to the practice phone number, Double will place that receipt into a staging area. This allows time for the bookkeeping team to review the inbound files and choose which clients they should go to.
Related clients in the close
Clients (businesses in Double) that share contacts are grouped under Related Clients in the client dropdown within the close. This makes it easy to switch between your contact's multiple businesses within Double.
Note: Emails sent to a merged contact will show up in each of their businesses' Email History tabs.
Account Reconciliations: Inter-company Transfers
Inter-company Transfers allows you to reconcile Due To/From account balances across accounting files and post adjusting transactions from one file to the other.
More on Account Reconciliations 👉 HERE!
Group related clients on the client list
Add client properties in order to group multiple companies together on the client list, then save the view to return to this configuration later.
