How long did it take to get a bookkeeping automation platform like Double fully working after switching from spreadsheets?

One member described moving all clients onto Double starting in January during tax season, after hearing other firm owners talk about it at an event. Double provided three months of onboarding support (January through March 30) with weekly meetings covering the firm owner and all staff. They also brought in an outside expert (Rebecca Driscoll) who helped configure more advanced features like sign-offs and cleaned up sections such as client communication and final report delivery (reducing an 18-item checklist down to a lean set of steps). The team pushed back for about two months during the transition, but roughly six months in, staff began seeing the switch as a good decision. The member said their only regret was not doing it sooner. They confirmed they moved all clients onto the platform at once in January rather than a gradual rollout.