CPAs, EAs, bookkeepers and firm owners get one system for clients, jobs, deadlines, documents and capacity — instead of spreadsheets, a shared inbox and a wall calendar. Replace scattered systems with a connected workspace built around how your firm delivers client work.
82
Connected practice management features
Unlimited
Users on every plan
One
Workspace for your entire client journey
60 days
Free trial with full access
Why firms choose Remindoo
Remindoo is built inside a working 40-person accounting firm, around the workflows that firm runs every week.
Seasonal preparers, reviewers and admin staff can all be added during busy season at no extra cost.
Leads, proposals, onboarding, recurring work, deadlines, documents and reporting sit in a single system.
Accounting practice management software runs the firm, not the client's books. Remindoo holds your client records, recurring work, internal and external due dates, document requests, engagement letters and team capacity in one workspace — priced per client, with unlimited users on every plan.
Accounting practice management software is the system a US firm uses to run itself. It is not tax software and it is not a general ledger. It holds the client list, the services each client buys, the work those services generate every month or every quarter, who owns each piece of that work, when it is due internally, when it is due externally, and what is still waiting on the client.
Most firms discover they need one at the same point: somewhere between 100 and 400 clients, when the spreadsheet that tracked returns stops being a tracker and becomes a rumor. Nobody trusts it, so everybody keeps a private version. Partners ask where things stand and get three different answers.
Remindoo was built by a practicing chartered accountant who runs a 40-person firm, so the model follows how firms really work: a client record that carries every service, a workflow template per service, a task with two dates on it, and a chase sequence that runs whether or not anyone remembers to send it.
Every capability below is live in the product today. Nothing here files anything with the IRS or connects to a government system.
One record per client with contacts, services, entity details and history. Prospects move through a pipeline from inquiry to proposal to signed engagement to onboarding without leaving the system.
Build a template once for monthly bookkeeping, quarterly sales tax or annual returns. It regenerates on schedule with the right steps, the right owner and the right dates.
Every task carries the date the firm wants it finished and the date it is actually due. Managers work to the internal date, so an April 15 deadline is not the first warning.
Send document requests and let the reminders run themselves. The chase history is on the client record, so the answer to "did we ask them?" takes one click.
White-label engagement letter templates go out during onboarding, so scope and fee are agreed before work starts rather than argued about after.
See who has room before you assign busy-season work, control access with roles and permissions, and collect fees online through Stripe. Xero and QuickBooks connect for client data.
Remindoo is priced per client per month. Every plan includes unlimited users. Karbon, TaxDome, Canopy, Financial Cents and Jetpack Workflow are all priced per user, per month — check their current pricing, as it changes.
The difference shows up in February. A firm that brings on four seasonal preparers, a contract reviewer and two offshore staff adds seven seats. On a per-user model that is seven more monthly charges, usually on an annual commitment you cannot unwind in May. On Remindoo it costs nothing extra, because your client count has not changed.
It also removes a bad incentive. Firms on per-user pricing keep admins, interns and partners out of the system to save seats, which is exactly how a practice management tool stops reflecting reality. If everyone can be in it for free, everyone is in it.
Model comparison only. Competitor prices change; check each vendor's current pricing page before deciding.
| Remindoo | Typical per-user tools | |
|---|---|---|
| Billing basis | Per client, per month | Per user, per month |
| Adding seasonal staff | No extra cost | Additional seat charge |
| Admins and partners in the system | Included | Usually a paid seat |
| Cost driver as you grow | Client count | Headcount |
| Free trial | 60 days | Varies — check current terms |
One person holding the whole calendar. Templates and automated chasing replace the mental list that only works until something slips.
The first point where work has to be handed off. Internal due dates and clear ownership stop review from becoming a surprise queue.
Multiple service lines, seasonal staff and reviewers. Capacity planning and roles keep assignment honest without adding seat cost.
Monthly close work is the same job 80 times over. Recurring templates make that schedule run itself instead of being rebuilt each month.
For multi-service firms running tax, audit, advisory and bookkeeping side by side.
Return tracking, extensions and review queues through a US filing season.
Monthly close schedules, client document chasing and CAS workflows.
Templates, recurring work and the two-date deadline model explained.
Pipeline, proposals and onboarding in the same place as the work.
Honest side-by-side pages against the tools US firms usually shortlist.
It is the system an accounting firm uses to manage its own operations: clients, services, recurring work, deadlines, document requests, engagement letters, capacity and billing. It manages the firm, not the client's books, and it sits alongside your ledger and tax software rather than replacing them.
No. Remindoo does not prepare or file returns, does not connect to the IRS, and does not retrieve transcripts. It tracks the work around those returns — who is preparing them, what is outstanding from the client, where each one sits in review and when it needs to be done.
Per client per month, with unlimited users on every plan. Your cost follows your client count rather than your headcount, so seasonal preparers, reviewers, admins and offshore staff can all use the system without adding to the bill.
Yes, at no additional cost. Add as many users as the season needs, give them roles and permissions that limit what they can see, and remove them afterwards. The price does not move because users are not the billing unit.
Yes. Remindoo connects to QuickBooks and Xero for client data, and collects fees online through Stripe. There is no integration with tax preparation software or any government filing system.
Most firms start by importing their client list, building templates for their two or three highest-volume recurring services, and running those live before moving everything else across. The 60-day trial is deliberately long enough to cover a full monthly cycle.
US CPA firms, tax practices, enrolled agents, bookkeeping businesses and CAS teams, from solo practitioners to firms of 50 or more staff. It was built by a practicing chartered accountant running a 40-person firm.
You move onto a paid plan priced per client per month. A payment card is required to start the trial, and the trial runs 60 days, which is long enough to test the software against real client work rather than a sandbox.
Savings estimator
Compare your current software spend with Remindoo's practice management pricing. Adjust the figures to create an estimate for your US firm.
Illustrative estimate only. Actual costs and savings depend on your current tools and firm setup.
Currently paying
$548/mo
With Remindoo
$113/mo
Monthly saving
$435
Hours reclaimed / yr
2,268
Save $5,220 a year by switching to Remindoo.io
One subscription for client work, workflows and team visibility.
Everything in one place
Manage tasks, clients, workflows, deadlines and documents without switching between disconnected tools. Explore 82 connected features across 9 practical modules for US accounting firms.
Every job in the practice — created, assigned, tracked and closed in one place.
15 features
One authoritative client record — contacts, services, deadlines, fees and compliance.
18 features
Define a service once and let Remindoo raise the right jobs at the right time, forever.
8 features
Unlimited users, clear roles and every conversation attached to the work.
7 features
Capture inquiries, work the pipeline and convert to a client without re-keying anything.
7 features
Priced proposals, engagement letters and signatures — then straight into onboarding.
6 features
Connect your mailbox so client email becomes tracked work instead of a private pile.
6 features
A secure, branded space where clients see what you need and what is happening.
5 features
Live numbers on workload, deadlines, capacity, team performance and revenue.
10 features
The cost of doing nothing
As client work grows, spreadsheets and shared inboxes make ownership unclear. A connected practice management system keeps every deadline, task and conversation visible.
Get StartedTasks tracked manually across files nobody trusts, with no single source of truth for the team.
Statutory dates buried in inboxes mean last-minute work, penalties and unhappy clients.
Managers cannot see progress in real time, so work is duplicated and priorities are unclear.
Records requests go unanswered because nothing chases them automatically on your behalf.
One connected journey
Every stage of the client journey stays connected, visible and ready for the next action.
A new inquiry lands in your leads pipeline. Remindoo scores it and drafts a branded proposal for you.
The client signs, uploads their records and gets their own branded portal — no chasing required.
Jobs build themselves from deadlines, route to the right owner, and every minute is tracked.
Invoices go out on time, tax liabilities stay visible, and dashboards show exactly where to grow next.
Integrations
Ledgers, payments, email and documents flow into one place, so your team spends less time switching tools and more time delivering client work.
Coming soon
Pricing · Value, built for scale
No hidden fees, no surprises. Per-client pricing with unlimited users — whether you are just starting or expanding fast, there is a plan for you.
Select your plan
Number of clients
75
Your price
USD · excl. sales tax$810.00/year
paid upfront for 75 clients · you save $90.00 a year
PlanGrowth
UsersUnlimited
Billed onActive + frozen clients
Growth allowance+8 clients free
60-day free trial · Cancel anytime · No per-user charges
Growth
82 of 82 featuresOur recommended plan — everything in Core, plus AI, analytics and priority support.
Core
68 of 82 featuresStandard plan with all essentials included.
Compare plans
Every feature, side by side. Expand a category to see exactly what each plan covers.
All plans include unlimited users, unlimited support and a 60-day free trial.
Bring clients, recurring work, documents and team capacity together. Explore the full platform with a 60-day free trial.
