Case Study: TeKoda Accounting achieves scalable client management with Double

How Double helps TeKoda track work across 100+ clients

TeKoda Accounting, a rapidly growing firm, faced the challenge of managing over 100 clients with inefficient spreadsheets and manual processes. This created bottlenecks that hindered their ability to scale and provide their signature white-glove service. To streamline workflows and gain a high-level overview of all client tasks, they turned to the vendor Double and its workflow management platform.

By implementing Double, TeKoda automated manual tasks using customizable client templates, which freed up time for strategic advising. The solution provided a central dashboard and client portal to track progress and enhance communication. The measurable impact was significant, enabling the firm to grow from 15 to over 100 clients. Double's per-client billing model also allowed the entire team to use the tool without paying for additional user seats, making it a scalable foundation for their continued expansion.

TeKoda Accounting

Tabitha Marrero

Chief Operating Officer & Co-Owner