Push client-specific data into workflows, task names and emails automatically.
Purpose-built Custom fields & tokens software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $67.50/month
Active workspace
Services & Workflow Automation · This week
Tokens for client, service, period and dates
Assigned · Due this week
Custom fields available as tokens
Assigned · Due this week
Used in task titles and email templates
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: Next
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 custom fields & tokens.
Your team works from shared client context and clear next actions.
See status, blockers and history without asking for manual updates.
Included in Remindoo
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.
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%)
Custom fields & tokens 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%)
Custom fields & tokens included
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
Custom fields & tokens is part of Remindoo's Services & Workflow Automation workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
Custom fields & tokens is included in Core and Growth with no separate add-on.
Yes. Custom fields & tokens is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Custom fields & tokens 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