Case Study: PlumbBooks saves 30 minutes per client per month with Double

How PlumbBooks saves 30 minutes per client per month with Double

The customer, PlumbBooks, a specialized accounting firm for home service companies, faced challenges with an inefficient and disorganized system for managing client questions and transactions. Prior to using Double, the vendor, they relied on an unstructured Google Doc for this communication, which was not an optimal workflow.

By implementing Double's Client Portal, the vendor provided a streamlined, centralized hub for all client communication. This solution allowed PlumbBooks to efficiently manage over 15,000 client questions, saving an estimated 30 minutes per client each month and enabling the firm to act as a more effective trusted advisor.

PlumbBooks

Cheryl Lanahan

Founder/CEO