Add in Categories

Loved by 100+ accountants and bookkeepers.

The Add in Categories feature in Remindoo allows accounting firms to organize products and services into structured groups, enabling faster selection when creating a proposal. By categorising offerings, firms can reduce the time spent searching through long lists, improve workflow efficiency, and maintain consistency across client proposals.

Categories provide a clear structure for all products and services. Each category can include:

Categories can be easily created, edited, or deleted:

By grouping services and products into categories, firms can:

Overall, Add in Categories enhances the usability of Remindoo’s proposal system, helping firms manage their offerings efficiently while delivering clear, consistent, and client-ready proposals.

Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.

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Firms That Love Remindoo

Organize your firm’s products and services into clear categories for faster proposal creation, consistent client offerings, and improved workflow efficiency.

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

The Add in Categories feature lets accounting firms structure offerings into clear groups, making proposal creation faster, more consistent, and more efficient. Start streamlining workflows with Remindoo today.