Customisable Task Page View

Loved by 100+ accountants and bookkeepers.

Not every accounting firm works the same way. Some prioritize billing visibility while others focus on progress tracking or service classification. Remindoo Customisable Task Page View allows you to control exactly what information appears on your Tasks page.

By using this feature, you can see what matters to your firm, nothing more, nothing less.

The Column Visibility panel allows you to select which task attributes are displayed.

This gives your firm complete control over how task data is presented.

You can choose to display or hide fields across key categories, including:

This flexibility ensures the Tasks page aligns with your firm’s operational priorities.

Accounting teams manage large volumes of tasks daily. Displaying unnecessary columns can reduce clarity and slow navigation. With the Customisable Task Page View, you can simplify the interface to highlight only relevant data. For example:

The layout adapts to your needs.

As your workload grows, structured visibility becomes essential. Customisable Task page view ensures:

You control how information is presented, without changing how tasks function underneath.

Tailor your customizable task page view in Remindoo to match the way your accounting firm works. Switch between layouts, prioritize key information, and organize tasks in a way that improves clarity, speed, and control. Whether you prefer list, board, or structured views, customisation helps your team focus on what matters most deadlines, responsibilities, and progress without unnecessary complexity.

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Firms That Love Remindoo

Personalize your task dashboard with flexible views, filters, and layouts to match your firm’s workflow and improve task visibility across teams.

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.