Create Proposal Templates

Loved by 100+ accountants and bookkeepers.

The Create Templates feature in Remindoo enables accounting firms to design reusable, structured proposal frameworks that streamline client onboarding and eliminate repetitive drafting. By creating once and reusing indefinitely, firms ensure consistency, professionalism, and efficiency across all proposals.

Firms often prepare proposals for bookkeeping, payroll, sales tax, year-end financials, and advisory services. Manual creation can lead to inconsistencies in wording, pricing, and formatting. Remindoo’s templates allow firms to:

The no-code document builder provides an intuitive interface to create professional proposals without technical assistance. Key elements include:

A built-in search bar enables rapid element selection, ensuring organized, client-ready proposals.

Firms can maintain consistent branding and compliance by:

Remindoo built-in library offers pre-structured proposal formats, searchable and customizable to specific services. Variables and merge fields enable dynamic content insertion (e.g., client name, service details, engagement dates), reducing manual errors and enhancing personalisation.

Centralized templates maintain controlled language, pricing, and engagement terms. Approved templates help:

Accounting firms gain faster proposal drafting, professional branding, reduced compliance risk, and improved onboarding efficiency. Overall, the Create Templates feature empowers firms to deliver consistent, accurate, and professional proposals at scale, enhancing client confidence and engagement.

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 structured proposal templates once and reuse them across clients to maintain consistency, professionalism, and faster onboarding.

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

Design reusable proposal templates once and streamline client onboarding with consistent, professional proposals across your entire firm.