Client Onboarding

Loved by 100+ accountants and bookkeepers.

Remindoo Client Onboarding is a guided and centralized onboarding framework that allows accounting firms to create, manage, and track client information from start to finish. Instead of scattered spreadsheets, emails, and paper forms, everything lives inside one intelligent workflow built for accounting professionals.

Client Onboarding creates a unified client record that stores all essential business and engagement information in one place.

Key capabilities include:

This structured architecture ensures consistent data capture across your entire firm.

Remindoo organizes onboarding into clearly defined sections such as:

Each section functions as a controlled data environment, improving completeness, reducing oversight, and strengthening compliance.

Compliance is integrated directly into the Client Onboarding. Dedicated AML sections allow firms to record required checks, maintain documentation, and reduce regulatory risk within the client’s profile.

Firms can define assigned services within the client record, aligning internal teams with the agreed scope of work. This improves accountability and prevents service ambiguity.

The Client Onboarding separates internal operational notes from client-facing information. Teams can store reminders, risk indicators, and engagement insights securely, improving coordination without compromising professionalism.

For US accounting firms, Remindoo supports direct data import from Secretary of State, reducing manual data entry and improving accuracy. This feature highlights:

With a clear section-based interface, teams gain instant visibility into onboarding status, documentation completeness, and engagement progress to enable faster and more controlled client setup.

Client onboarding in Remindoo helps accounting firms turn new prospects into active clients quickly and without manual effort. From collecting essential client details to assigning services and setting up workflows, everything is centralized in one place. This ensures every new client is onboarded consistently, reduces delays, and removes repetitive admin tasks so your team can start work immediately with full clarity and structure.

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Firms That Love Remindoo

Streamline the onboarding journey by managing all client information in one intelligent workflow, saving time and reducing manual effort.

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.