Turn pipeline activity into measurable growth.
Purpose-built Lead → client conversion analytics software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $75.00/month
Active workspace
Analytics & Dashboards · This week
Conversion rate by stage and source
Assigned · Due this week
Average time to convert
Assigned · Due this week
Won and lost value
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
Growth
Status: Live
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 lead → client conversion analytics.
Your team works from shared client context and clear next actions.
See status, blockers and history without asking for manual updates.
Included in Remindoo
Client totals & movements
How many clients you have, and how that is trending.
Task summary (due / overdue)
The health of the practice in one number set.
Service workload breakdown
Which services are consuming the practice's time.
Upcoming & overdue deadlines
Never lose sight of a statutory date again.
Capacity tracking (hours)
Compare committed hours with available hours per person and team.
Team performance (time logged)
Understand output and recovery, fairly.
Plans & pricing
Priced per client with unlimited users. 60-day free trial. Pay yearly upfront and save 10%.
USD · excludes sales tax
Growth
RecommendedOur 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%)
Lead → client conversion analytics included
Core
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%)
Lead → client conversion analytics not included on this plan
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
Lead → client conversion analytics is part of Remindoo's Analytics & Dashboards workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
Lead → client conversion analytics is included in Growth, alongside advanced automation, AI and reporting.
Yes. Lead → client conversion analytics is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Lead → client conversion analytics 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