Client task & deadline visibility
Clients can see what is due and what you need from them.
Module
Client Portal
Plan
Core & Growth
Status
Live
In this module
Feature 2 of 5
About this page
This page explains what Client task & deadline visibility does inside Remindoo, how US accounting practices use it day to day, which plan it belongs to and what it costs. Clients can see what is due and what you need from them. It is one of 82 features across the platform, and it shares the same client record as client portal, billing, documents and reporting — so the work you do here shows up everywhere else without re-keying.
What Client task & deadline visibility does
The detail your team gets the moment this is switched on.
How it works
Set it up once
Turn Client task & deadline visibility 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 client portal as normal. Client task & deadline visibility 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. Client task & deadline visibility 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
Client task & deadline visibility is included on every plan, starting with Core.
From $71.12/mo at 75 clients, excl. tax
Plans & pricing
Get Client task & deadline visibility from $71.12/mo
Priced per client with unlimited users. 60-day free trial.
USD · excludes sales tax
Core
RecommendedStandard plan with all essentials included.
$71.12/mo
75 clients · excl. sales tax · $0.95 per client
Client task & deadline visibility included
- Task, client & workflow management
- Proposals, engagements & e-signatures
- Client portal & document sharing
- Leads pipeline & automated reminders
Growth
Everything in Core, plus advanced analytics and dedicated support.
$82.55/mo
75 clients · excl. sales tax · $1.10 per client
Client task & deadline visibility 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 Client Portal
A secure, branded space where clients see what you need and what is happening.
Secure client login
Encrypted access with no shared passwords or unsecured attachments.
Engagement & signature tracking
Clients see what they have signed and what is waiting.
Central client communication
One shared thread instead of scattered email chains.
IRS liabilities visibility
Show clients what they owe and when it is due.
Frequently asked questions
What is Client task & deadline visibility in Remindoo?
Client task & deadline visibility sits inside the Client Portal 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 Client task & deadline visibility?
Client task & deadline visibility is included on every Remindoo plan, starting with Core — there is no add-on cost.
How long does it take to set up Client task & deadline visibility?
Most practices have Client task & deadline visibility 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 Client task & deadline visibility before paying?
Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run Client task & deadline visibility 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.