Bulk Sync with Secretary of State

Loved by 100+ accountants and bookkeepers.

The Bulk Sync with Secretary of State feature in Remindoo allows accounting firms to update multiple client records at once with the latest data from Secretary of State. This ensures accurate company information while reducing manual data entry.

From the Client Management module (Clients menu), firms can:

Once selected, a small pop-up action menu appears. By choosing the “Sync with Secretary of State” option, the system initiates the data synchronization process.

When synced, Remindoo pulls the latest available company information directly from Secretary of State and updates the client record accordingly. This may include updates to:

This ensures your firm always works with current and verified information.

Instead of manually checking Secretary of State and updating records one by one, firms can refresh multiple client records in a single action. This:

Keeping client records aligned with official Secretary of State data helps firms:

Whether updating one client or synchronising your entire client list, the feature supports scalable record management. This is especially useful for firms handling large volumes of limited companies.

The Bulk Sync with Secretary of State feature ensures your client database remains accurate, compliant, and up to date with minimal effort directly from within Remindoo.

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

Using Remindoo, instantly refresh multiple client records with official Secretary of State information, reducing manual entry and improving compliance.

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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.