Secretary of State Sync

Loved by 100+ accountants and bookkeepers.

Remindoo Secretary of State Sync feature allows accounting firms to instantly retrieve verified company information directly from official records within the client profile. By simply searching for a company name, firms can pull structured, up-to-date corporate data into Remindoo in seconds. This eliminates repetitive data entry while ensuring accuracy and compliance.

Secretary of State Sync provides immediate visibility into a company’s official standing and registration data. Its key data points include:

This ensures your firm is working with verified information from the start of the engagement.

Understanding a client’s compliance position is critical. Secretary of State Sync gives firms instant access to essential filing data. This feature highlights:

This allows accountants to assess compliance risks before work begins.

The feature automatically retrieves official SIC codes and the basic details to help firms understand the client’s operational classification without manual research. This supports better service alignment, risk assessment, and regulatory awareness.

Secretary of State Sync provides visibility into key individuals connected to the company. It includes:

This helps firms complete due diligence and AML checks more efficiently.

Access to historical filings allows accountants to review past accounts, annual report filings, and structural changes directly from within Remindoo to improve transparency and engagement preparation.

By integrating Secretary of State data directly into client records, Remindoo reduces onboarding time, improves data reliability, and strengthens compliance control.

Keep your client records always up to date with Secretary of State Sync in Remindoo. Automatically import and refresh company information such as registration details, status, and filings directly into your system. This reduces manual data entry, improves accuracy, and ensures your accounting records stay aligned with official US government data at all times.

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Firms That Love Remindoo

Automatically retrieve official company information in seconds, eliminating repetitive entry and keeping your accounting workflows precise and efficient.

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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.

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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.

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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.

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

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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.