Case Study: REI Bookkeepers boosts client response rates with Double Client Portal

REI Bookkeepers gets 1.5k client questions answered per month using Double's Client Portal

REI Bookkeepers, a firm providing accounting services to real estate professionals, faced significant challenges with client communication. Their manual, email-based system was chaotic, leading to missed messages and an unmanageable month-end close process. They needed a centralized tool to improve organization and engagement. They turned to Double's Client Portal to address this.

By implementing Double's Client Portal, REI Bookkeepers created a single source of truth for client interactions. The solution featured one-click access and automated reminders, which clients adopted quickly. Double achieved a 100% client response rate and now facilitates answers to 1,500 client questions monthly. The integrated file review tools also eliminated the need for spreadsheets, drastically reducing administrative work.

REI Bookkeepers

Greg Schuricht

Owner