Remindoo: Practice Management Software for Accountants
Remindoo helps accounting firms manage deadlines and client data. It is designed for practices looking to move from spreadsheets to automated workflows.
At a glance
- Category
- Finance & Accounting
- Best for
- UK accounting firms, Bookkeepers, Tax experts, Small to medium practice owners
- Pricing
- Pricing is based on a per-client model, with example pricing of £56 per month for 75 clients. A 30-day free trial is available.
- Key use cases
- Managing Compliance Deadlines, Client Onboarding, Team Capacity Planning, Billing Visibility
- Integrations
- Companies House sync
- Official website
- remindoo.co/
Remindoo is a cloud-based practice management platform designed for accountants, bookkeepers, and tax experts in the UK. It serves as a central hub for managing the client lifecycle, from lead capture and proposal creation to ongoing service delivery.
The software is designed for firms of various sizes, from solo practitioners to larger practices. It provides tools to track internal and external deadlines, manage team workloads, and maintain client records, including manual AML checks and Companies House synchronization.
Users can set up automation for recurring services and use AI for task summaries and email suggestions. The platform includes a dashboard for monitoring revenue and team performance.
Buyers should confirm if the per-client pricing model fits their budget and verify the specific AI features available in the Growth package.
Key Features
Supports the creation of recurring tasks and flexible workflows for internal and external accounting services.
Centralizes client information and journey tracking, including a sync with Companies House for company details and filing deadlines.
Provides AI-generated task summaries, client insights, and suggestions for drafting emails.
Includes lead capture forms, a sales pipeline view, and the ability to send proposals for electronic signature.
A dashboard that tracks total clients, workload summaries, and billed versus unbilled revenue.
Supports unlimited users with role-based permissions to restrict access to specific clients or tasks.
Use Cases
Using automated workflows to track and notify the team of VAT, payroll, and year-end account deadlines.
Using lead forms and proposal templates to capture new leads and convert them to active client records.
Comparing allocated hours against available hours via the workload summary to monitor staff capacity.
Reviewing a client's overall fee structure and VAT status directly from their internal profile.
Best For
Integrations
Pricing
Pricing is based on a per-client model, with example pricing of £56 per month for 75 clients. A 30-day free trial is available.
FAQ
Remindoo uses a per-client pricing model based on the highest number of active clients during a billing month. There are no additional charges for adding team members.
Yes, the software is designed for firms of all sizes, including solo practitioners, by providing structured workflows that support growth.
Both include the practice management foundation. The Growth package adds AI-powered summaries, email inbox integration, bulk communication tools, and advanced analytics.
Yes, the Remindoo team can assist with migrating client data, typically for a small fee per client depending on the complexity.
Source category: Finance & Accounting
Source subcategory: Practice Management
