Add Client Manager

Loved by 100+ accountants and bookkeepers.

The Add Client Manager feature in Remindoo allows accounting firms to assign a dedicated manager to each client directly from the Clients menu. This ensures clear ownership, stronger client relationships, and better internal coordination.

Firms can allocate a specific team member as the Client Manager for each client. This individual becomes the primary point of responsibility for overseeing the engagement, maintaining communication, and ensuring smooth service delivery.

This structured assignment eliminates ambiguity and strengthens accountability.

By assigning a Client Manager, firms create a defined ownership model. Everyone within the team can instantly see who is responsible for managing the client relationship, reducing confusion and improving workflow clarity.

A dedicated manager ensures:

The feature is integrated directly within the Client’s interface, allowing managers to be assigned or updated quickly without navigating away from the client record.

The Add Client Manager feature brings structure to client relationship management, ensuring every client has clear ownership and consistent oversight within your firm.

Assign dedicated client managers to maintain clear ownership, improve communication, and ensure every client relationship is managed efficiently. Remindoo helps accounting firms centralize responsibility, streamline collaboration, and maintain full visibility across client interactions and ongoing services.

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Firms That Love Remindoo

Assign a responsible client manager to each client to ensure clear ownership, stronger relationships, and better coordination across your accounting team.

AI-Powered Practice Management Software

Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.

Simple, Elegant & Easy to Use.

Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.

Unlimited Users. Built to Scale

Grow your team without per-user penalties. Software that supports expansion not restricts it.

Built-In Tax Liability Tracking for Clients

Track sales tax, Corporate Tax, payroll, and Form 1040 Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.

Intelligent Deadline & Workflow Automation

Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.

AI Task & Client Summaries

Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.

Data security with enterprise-grade encryption

Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.

Real-Time Dashboard & Compliance Visibility

Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.

Built for modern practices with powerful features that scale with your growth

Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.

Director @ BNW Accountants

The Secretary of State integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.

Director, Taxaccoelga Chartered Accountants

Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.

Director @ Naseems

Managing deadline and task is much easier with remindoo, the most easy to use CRM.

Bookkeper @ Bean Counter

Assign a responsible client manager to every client and ensure clear accountability across your accounting firm. With Remindoo, improve internal coordination, build stronger client relationships, and keep every engagement properly managed from day one.