Double HQ SMS Integration

It's the last week of the month and three clients still haven't confirmed their bank statements before their close can be marked done. Chasing each one by email usually means someone forgets to reply, but a Zapier connection between Double and Mobile Message can text the client the moment their close status changes, so the accountant handling the file can move straight on to the next one.

The connection covers a few other moments that usually pull an accountant off billable work. A new client created in Double can be added straight into Mobile Message as a contact ready for future messages. Once a tax return moves through to a new status, the client can get a text confirming where things stand instead of calling in to ask. An inbound question logged by a client can also trigger a text to the assigned preparer, so it gets picked up before the next status review rather than sitting unseen in a queue overnight.

Replies work the other way as well. If a client texts your business number, Mobile Message's inbound trigger can create a follow up task in Double so the question doesn't slip through an inbox. None of this changes how Double runs a practice, it just adds a text message to the handful of moments where speed actually matters, without anyone writing a line of code.