A repeatable path from signed engagement to first job delivered.
Purpose-built Client onboarding & journey software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $67.50/month
Active workspace
Client Management · This week
Standard onboarding checklist per client type
Assigned · Due this week
Automatic tasks for AML, authorization and records
Assigned · Due this week
Progress visible on the client record
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
All plans
Status: Live
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 client onboarding & journey.
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
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%)
Client onboarding & journey included
Core
RecommendedStandard 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%)
Client onboarding & journey included
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
Client onboarding & journey 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.
Client onboarding & journey is included in Core and Growth with no separate add-on.
Yes. Client onboarding & journey is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Client onboarding & journey 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