Lead Capture Forms for Accounting Firms

Loved by 100+ accountants and bookkeepers.

Convert Website Inquiries into Structured Leads

Remindoo allows you to build fully customizable lead capture forms that feed directly into your CRM.

Every inquiry is automatically structured, assigned and ready for action.

Select exactly which fields you want to collect.

Design forms that suit your firm’s onboarding process.

Add or remove fields with a single click.

You stay in control of what information matters most.

Add a personalized introduction to your form.

Maintain a professional first impression from the outset.

Once submitted, the lead is automatically created inside Remindoo.

Leads can then be routed via Round-Robin or manual assignment.

Structured forms improve lead quality.

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

Create fully customizable lead capture forms that automatically convert website inquiries into structured CRM leads ready for assignment and follow-up.

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.