Custom fields & tokens
Push client-specific data into workflows, task names and emails automatically.
Module
Services & Workflow Automation
Plan
Core & Growth
Status
Next
In this module
Feature 6 of 8
About this page
This page explains what Custom fields & tokens does inside Remindoo, how US accounting practices use it day to day, which plan it belongs to and what it costs. Push client-specific data into workflows, task names and emails automatically. It is one of 82 features across the platform, and it shares the same client record as services & workflow automation, billing, documents and reporting — so the work you do here shows up everywhere else without re-keying.
What Custom fields & tokens does
The detail your team gets the moment this is switched on.
How it works
Set it up once
Turn Custom fields & tokens 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 services & workflow automation as normal. Custom fields & tokens 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. Custom fields & tokens 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
Custom fields & tokens is included on every plan, starting with Core.
From $71.12/mo at 75 clients, excl. tax
Plans & pricing
Get Custom fields & tokens 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
Custom fields & tokens 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
Custom fields & tokens 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 Services & Workflow Automation
Define a service once and let Remindoo raise the right jobs at the right time, forever.
Unlimited services & workflows
Build as many services as your practice offers, each with its own workflow.
Internal / external service types
Separate client-facing compliance work from internal practice jobs.
Estimated time per service
Budget each service so capacity planning and recovery are real.
Flexible frequencies
Match how the job actually recurs — monthly payroll, quarterly sales tax, annual accounts.
Trigger dates & offsets
Work backwards from the statutory date so jobs start with time to spare.
Automated task generation
The engine that keeps your practice ahead of every deadline without a planning meeting.
Multi-factor authentication (MFA)
Protect client data with a second factor at login.
Frequently asked questions
What is Custom fields & tokens in Remindoo?
Custom fields & tokens sits inside the Services & Workflow Automation 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 Custom fields & tokens?
Custom fields & tokens is included on every Remindoo plan, starting with Core — there is no add-on cost.
How long does it take to set up Custom fields & tokens?
Most practices have Custom fields & tokens 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 Custom fields & tokens before paying?
Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run Custom fields & tokens against your real client list before committing.
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Import your clients, automate your deadlines and see the difference before you pay anything.