An instant briefing on a client before a meeting.
Purpose-built AI client summary software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $75.00/month
Active workspace
Client Management · This week
Summarizes services, open work and recent activity
Assigned · Due this week
Flags overdue items and risks
Assigned · Due this week
Written in plain English
Assigned · Due this week
Built for real practice work
Keep the owner, deadline, client context and next action together. Your team sees what matters without opening another spreadsheet or chasing an update.
Standardize the steps, automate handoffs and give every person a reliable next action.
Availability
Growth
Status: In beta
Partners get visibility, managers get control and team members get a focused queue of work.
Configure your defaults once, then refine them as your practice grows.
Simple by design
A connected workflow from setup to review, without adding another disconnected tool.
Choose owners, deadlines and templates for ai client summary.
Your team works from shared client context and clear next actions.
See status, blockers and history without asking for manual updates.
Included in Remindoo
Add clients
Create a client in seconds manually, in bulk, or via bulk import or manually.
Multiple contacts, emails & phone numbers
Real clients have more than one person — record them all with roles.
Assign client & service managers
Clear ownership at both client and service level.
Add / remove multiple services
Attach the services a client actually buys and let workflows follow.
Bulk archive & delete clients
Tidy the list at year end without hours of clicking.
Entity management
Pull official company data in and keep it current.
Plans & pricing
Priced per client with unlimited users. 60-day free trial. Pay yearly upfront and save 10%.
USD · excludes sales tax
Growth
RecommendedOur 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%)
AI client summary included
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%)
AI client summary not included on this plan
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
AI client summary is part of Remindoo's Client Management workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
AI client summary is included in Growth, alongside advanced automation, AI and reporting.
Yes. AI client summary is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test AI client summary with your own clients and workflows. A card is required to begin.
Start with your own clients, deadlines and team. A card is required to begin the 60-day trial.
Start your trial