Case Study: Dental Accounting Group streamlines month-end close and saves 10+ hours per month with Double

Dental Accounting Group unifies their systems and streamlines monthly work with Double

Dental Accounting Group, a specialized accounting firm for the dental industry, was facing challenges with disconnected systems and limited visibility after a merger. Their bookkeeping team struggled with siloed workflows, making collaboration difficult and requiring managers to spend excessive time on manual check-ins and task handovers to oversee their 140+ clients.

To solve this, they implemented Double, a task management and client portal platform. Using Double's dashboard and internal communication tools, managers gained clear insight into team workload, eliminating daily check-ins and saving over 10 hours per month. The client portal with automated reminders saved another 10+ hours monthly on follow-ups. This increased efficiency allowed the firm to successfully onboard 30 new clients and empowered the team to handle more work with greater confidence.

Dental Accounting Group

Heather Lansink

Accounting Specialist Manager