AI task summary
A plain-English summary of a long task so anyone can pick it up in seconds.
Module
Task Management
Plan
Growth
Status
In beta
In this module
Feature 15 of 15
About this page
This page explains what AI task summary does inside Remindoo, how US accounting practices use it day to day, which plan it belongs to and what it costs. A plain-English summary of a long task so anyone can pick it up in seconds. It is one of 82 features across the platform, and it shares the same client record as task management, billing, documents and reporting — so the work you do here shows up everywhere else without re-keying.
What AI task summary does
The detail your team gets the moment this is switched on.
How it works
Set it up once
Turn AI task summary on for the services you deliver. Remindoo applies your practice defaults — owners, deadlines, templates and reminders — so you are not starting from a blank screen.
Run it day to day
Your team works in task management as normal. AI task summary keeps the detail attached to the right client and job, and updates everyone automatically when something changes.
See the whole picture
Everything feeds the dashboards and reports, so partners can see capacity, deadlines and progress across the practice without chasing anyone for an update.
Why practices use it
Less admin
Stop rebuilding the same job in spreadsheets. AI task summary removes the manual steps your team repeats every week.
Nothing slips
Deadlines, owners and next actions stay visible, so nothing sits waiting on somebody remembering it.
One source of truth
Part of 82 connected features — the same client record powers tasks, billing, documents and reporting.
Plan availability
AI task summary is a Growth plan feature.
From $82.55/mo at 75 clients, excl. tax
Plans & pricing
Get AI task summary from $82.55/mo
Priced per client with unlimited users. 60-day free trial.
USD · excludes sales tax
Core
Standard plan with all essentials included.
$71.12/mo
75 clients · excl. sales tax · $0.95 per client
AI task summary not included on this plan
- Task, client & workflow management
- Proposals, engagements & e-signatures
- Client portal & document sharing
- Leads pipeline & automated reminders
Growth
RecommendedEverything in Core, plus advanced analytics and dedicated support.
$82.55/mo
75 clients · excl. sales tax · $1.10 per client
AI task summary included
- AI task & client summaries
- Email inbox integration & triage
- Tax liability visibility (12 months free)
- Advanced analytics, MFA & bulk comms
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
The rest of Task Management
Every job in the practice — created, assigned, tracked and closed in one place.
Quick & detailed task creation
Raise a task in two clicks, or open the full form when a job needs service, client, budget and deadline detail.
Recurring tasks
Set a job once and let Remindoo raise it again on the right cycle — weekly bookkeeping, quarterly sales tax, annual accounts.
Subtasks (add, view, bulk add)
Break a large job into the individual steps that actually get done, and add them in bulk from a template.
Task checklists
Standardize how a job is done so quality does not depend on who picks it up.
Task card & detail views
A compact card for scanning workload, and a detail view with everything about the job.
Task timeline
A chronological record of every change on a task — useful for reviews, disputes and handovers.
Comments & threaded discussions
Keep the conversation about a job on the job, not scattered across email and chat.
Tag colleagues
Pull the right person in instantly with an @mention.
Time recording on tasks
Start a timer or log time manually so recovery and capacity are based on real numbers.
Internal & external deadlines
Work to your own date, not IRS's, and still see the statutory one.
Snooze tasks
Waiting on records? Move the task out of the way without losing it.
Bulk actions (reassign, snooze, delete, archive)
Change hundreds of tasks in one move — perfect for staff changes and season resets.
View completed & archived tasks
Nothing disappears — closed work stays searchable for review and billing.
Advanced filters
Slice workload by whatever matters right now and save the view.
Frequently asked questions
What is AI task summary in Remindoo?
AI task summary sits inside the Task Management module of Remindoo, the practice management platform for US accountants and CPAs. It works off the same client record, workflows and reporting as the rest of the platform, so nothing has to be re-keyed between tools.
Which plan includes AI task summary?
AI task summary is part of the Growth plan. Growth adds the automation, AI and advanced reporting layers on top of everything in Core.
How long does it take to set up AI task summary?
Most practices have AI task summary running on the same day. Import your clients, pick the services you deliver and Remindoo configures the defaults for you — you can then adjust templates, owners and deadlines as you go.
Can I try AI task summary before paying?
Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run AI task summary against your real client list before committing.
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Try Remindoo free for 60 days
Import your clients, automate your deadlines and see the difference before you pay anything.