Branches
Branches allow you to divide a single practice into multiple independent segments.
For example, if you have several offices with distinct clients and users, you can create separate Branches to keep each group organized.
The Super Admin has full visibility across all branches, including all clients, users, and contacts.
All branches share the same Practice Settings and Templates, but each branch maintains its own Client List and Users.
Below is a quick overview of how Branches appear from a Super Admin’s perspective:
Using Branches to separate your firm books
A great way to use Branches is to keep your firm’s internal books separate from your client work.
To do this, create a dedicated Branch that includes only your firm’s books. Then, assign all other clients (and users) to a different branch.
Because Super Admins have access to all branches, they’ll still be able to view your firm’s books while other users (including admin users) won’t see them in their accounts.
Example branch setup to keep the firm books separate 👇
Branch A
Client list: Firm books only
Users: Super admin only
Branch B
Client list: All other clients (firm books will not show up)
Users: Super admin & all other users
Getting Started with Branches
If you are interested in getting started with Branches, please contact the Double Support team.