Engagement & signature tracking
Clients see what they have signed and what is waiting.
Module
Client Portal
Plan
Core & Growth
Status
Live
In this module
Feature 3 of 5
About this page
This page explains what Engagement & signature tracking does inside Remindoo, how US accounting practices use it day to day, which plan it belongs to and what it costs. Clients see what they have signed and what is waiting. 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 Engagement & signature tracking does
The detail your team gets the moment this is switched on.
How it works
Set it up once
Turn Engagement & signature tracking 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. Engagement & signature tracking 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. Engagement & signature tracking 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
Engagement & signature tracking is included on every plan, starting with Core.
From $71.12/mo at 75 clients, excl. tax
Plans & pricing
Get Engagement & signature tracking 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
Engagement & signature tracking 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
Engagement & signature tracking 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.
Client task & deadline visibility
Clients can see what is due and what you need from them.
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 Engagement & signature tracking in Remindoo?
Engagement & signature tracking 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 Engagement & signature tracking?
Engagement & signature tracking is included on every Remindoo plan, starting with Core — there is no add-on cost.
How long does it take to set up Engagement & signature tracking?
Most practices have Engagement & signature tracking 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 Engagement & signature tracking before paying?
Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run Engagement & signature tracking against your real client list before committing.
Explore other modules
Try Remindoo free for 60 days
Import your clients, automate your deadlines and see the difference before you pay anything.