Add Multiple Contacts, Phone Numbers and Emails

Loved by 100+ accountants and bookkeepers.

Accounting firms often work with several representatives within the same client organization. With Remindoo, you can store multiple contacts, phone numbers, and email addresses under a single client profile, ensuring accurate records and more efficient communication.

Remindoo allows users to access the Contacts section directly from the Client Profile, where all representatives linked to that client can be added and managed. This centralized structure keeps every relevant contact in one place, eliminating duplication and making client records easier to maintain.

Firms can save different individuals associated with the same company, including directors, finance managers, administrative contacts, and external representatives. Each contact can include multiple phone numbers and email addresses, ensuring your team always has the correct contact details.

Each contact record can contain comprehensive information such as:

This helps teams quickly identify the appropriate person to contact for specific matters.

Contacts and their communication details can be added, edited, or updated from the same interface. If a representative changes role or contact information is updated, records can be amended instantly without affecting the main client profile.

By maintaining multiple contacts and communication methods within Remindoo, accounting firms can:

This feature ensures every client profile contains complete, accurate, and easily accessible contact information, helping firms communicate more efficiently and with greater confidence.

Store and manage multiple contacts, phone numbers, and email addresses within each client profile to keep communication organized, accessible, and connected across your accounting workflows. Remindoo helps firms maintain accurate client records and improve collaboration without switching between systems.

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Firms That Love Remindoo

Store and manage multiple phone numbers and email addresses under a single client profile to ensure accurate communication and faster client interaction.

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

Store multiple phone numbers and email addresses under one client profile in Remindoo. Ensure faster communication, accurate records, and seamless client interaction across your accounting firm.