Date & Other Sorting

Loved by 100+ accountants and bookkeepers.

The Date & Other Sorting feature in Remindoo allows accounting firms to sort and customize their client list based on deadlines, onboarding dates, and custom fields. This ensures that your client management view reflects what matters most to your workflow.

Remindoo enables firms to sort clients by:

This flexibility allows you to prioritize urgent tasks, track new clients, or organize records based on your internal processes.

In the Client Management interface, click the Hamburger menu icon (eight lines) at the top-right corner to open the Column Visibility modal. From here, you can:

This helps eliminate clutter and improve decision-making speed.

Once you customize your preferred column setup and sorting filters, you can save them for future use. This allows you to:

Saved filters ensure your workflow remains structured and efficient.

With column visibility and sorting controls, firms can:

This level of control ensures your client management system adapts to your workflow and not the other way around.

By instantly changing client list views without rebuilding configurations, your team stays focused and ready to act in just a few clicks.

The Date & Other Sorting feature empowers firms with complete control over how client data is displayed, sorted, and prioritized, ensuring efficient, organized, and action-ready client management within Remindoo.

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

Sort and organize your client list by deadlines, onboarding dates, or custom fields to keep your accounting workflow focused and prioritized.

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.