Analytics & Dashboards

Advanced performance scoring

Composite scoring across delivery, timeliness and recovery.

Purpose-built Advanced performance scoring software for accounting firms for accountants, CPAs and bookkeepers.

Card required · Cancel anytime · From $75.00/month

Active workspace

Analytics & Dashboards · This week

New item

Weighted scores per person and team

Assigned · Due this week

Timeliness, quality and recovery inputs

Assigned · Due this week

Fair, data-based reviews

Assigned · Due this week

Built for real practice work

Everything your team needs to run advanced performance scoring

One clear operating view

Keep the owner, deadline, client context and next action together. Your team sees what matters without opening another spreadsheet or chasing an update.

Weighted scores per person and team
Timeliness, quality and recovery inputs
Fair, data-based reviews
Available on Growth plans

Less repetitive admin

Standardize the steps, automate handoffs and give every person a reliable next action.

Availability

Growth

Status: Building

Made for the whole firm

Partners get visibility, managers get control and team members get a focused queue of work.

Ready quickly

Configure your defaults once, then refine them as your practice grows.

Simple by design

How Advanced performance scoring works

A connected workflow from setup to review, without adding another disconnected tool.

  1. 01

    Set your practice defaults

    Choose owners, deadlines and templates for advanced performance scoring.

  2. 02

    Run the work together

    Your team works from shared client context and clear next actions.

  3. 03

    Review progress instantly

    See status, blockers and history without asking for manual updates.

Included in Remindoo

Connect advanced performance scoring to the rest of your practice

Plans & pricing

Get Advanced performance scoring from $75.00/mo

Priced per client with unlimited users. 60-day free trial. Pay yearly upfront and save 10%.

USD · excludes sales tax

Number of clients75

Growth

Recommended

Our recommended plan — everything in Core, plus AI, analytics and priority support.

$75.00/mo

75 clients · excl. sales tax · $1.00 per client

or $810.00/year paid upfront (save 10%)

Advanced performance scoring included

  • AI task & client summaries
  • Email inbox integration & triage
  • Tax liability visibility (12 months free)
  • Advanced analytics, MFA & bulk comms
Start with Growth

Core

Standard plan with all essentials included.

$67.50/mo

75 clients · excl. sales tax · $0.90 per client

or $729.00/year paid upfront (save 10%)

Advanced performance scoring not included on this plan

  • Task, client & workflow management
  • Proposals, engagements & e-signatures
  • Client portal & document sharing
  • Leads pipeline & automated reminders
Start with Core

Prices update instantly with your client count · Cancel anytime · Full pricing & comparison

Frequently asked questions

What is Advanced performance scoring in practice management software?

Advanced performance scoring is part of Remindoo's Analytics & Dashboards workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.

Which Remindoo plan includes Advanced performance scoring?

Advanced performance scoring is included in Growth, alongside advanced automation, AI and reporting.

Can CPAs and bookkeepers use Advanced performance scoring?

Yes. Advanced performance scoring is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.

Can I try Advanced performance scoring before subscribing?

Yes. Start a 60-day trial and test Advanced performance scoring with your own clients and workflows. A card is required to begin.

Put advanced performance scoring to work

Start with your own clients, deadlines and team. A card is required to begin the 60-day trial.

Start your trial