Services & Workflow Automation

Flexible frequencies

Match how the job actually recurs — monthly payroll, quarterly sales tax, annual accounts.

Purpose-built Flexible frequencies software for accounting firms for accountants, CPAs and bookkeepers.

Card required · Cancel anytime · From $67.50/month

Active workspace

Services & Workflow Automation · This week

New item

Weekly, monthly, quarterly, annual and custom cycles

Assigned · Due this week

Period-end aware scheduling

Assigned · Due this week

Per-client overrides

Assigned · Due this week

Built for real practice work

Everything your team needs to run flexible frequencies

One clear operating view

Keep the owner, deadline, client context and next action together. Your team sees what matters without opening another spreadsheet or chasing an update.

Weekly, monthly, quarterly, annual and custom cycles
Period-end aware scheduling
Per-client overrides
Handles mid-year starts

Less repetitive admin

Standardize the steps, automate handoffs and give every person a reliable next action.

Availability

All plans

Status: Live

Made for the whole firm

Partners get visibility, managers get control and team members get a focused queue of work.

Ready quickly

Configure your defaults once, then refine them as your practice grows.

Simple by design

How Flexible frequencies works

A connected workflow from setup to review, without adding another disconnected tool.

  1. 01

    Set your practice defaults

    Choose owners, deadlines and templates for flexible frequencies.

  2. 02

    Run the work together

    Your team works from shared client context and clear next actions.

  3. 03

    Review progress instantly

    See status, blockers and history without asking for manual updates.

Included in Remindoo

Connect flexible frequencies to the rest of your practice

Plans & pricing

Get Flexible frequencies from $67.50/mo

Priced per client with unlimited users. 60-day free trial. Pay yearly upfront and save 10%.

USD · excludes sales tax

Number of clients75

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%)

Flexible frequencies included

  • AI task & client summaries
  • Email inbox integration & triage
  • Tax liability visibility (12 months free)
  • Advanced analytics, MFA & bulk comms
Start with Growth

Core

Recommended

Standard 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%)

Flexible frequencies included

  • Task, client & workflow management
  • Proposals, engagements & e-signatures
  • Client portal & document sharing
  • Leads pipeline & automated reminders
Start with Core

Prices update instantly with your client count · Cancel anytime · Full pricing & comparison

Frequently asked questions

What is Flexible frequencies in practice management software?

Flexible frequencies 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.

Which Remindoo plan includes Flexible frequencies?

Flexible frequencies is included in Core and Growth with no separate add-on.

Can CPAs and bookkeepers use Flexible frequencies?

Yes. Flexible frequencies is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.

Can I try Flexible frequencies before subscribing?

Yes. Start a 60-day trial and test Flexible frequencies with your own clients and workflows. A card is required to begin.

Put flexible frequencies to work

Start with your own clients, deadlines and team. A card is required to begin the 60-day trial.

Start your trial