OLODESK
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Double integration

Practice management for bookkeeping firms, with month-end close checklists and client requests. Connect Double to OLODESK and use it in the apps and automations your business runs on.

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Industry software

Popular ways to use Double

Start with one of these, or describe your own.

Client documents collected

Clients upload what you need in your portal, and it lands in Double on their record.

Proposals that start the work

A signed proposal sets up the client and their first tasks in Double.

Requests chased for you

Clients get a reminder by email or text until their documents arrive.

How to connect Double

  1. Request Double

    In your portal’s Integrations tab, press Request access next to Double. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to Double, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Double data in ChatGPT. AI on OLODESK

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Double integration FAQ

Do I need my own Double account?

Yes. You connect the Double account your business already uses.

Which plans include the Double integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one Double account?

Yes. Connect as many as you need and choose which one each system uses.

Put Double to work

Start your Free trial, then request Double on Business Starter or Business Pro.

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