Follow-ups that actually happen.
Purpose-built Lead notes & tasks software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $67.50/month
Active workspace
Leads Management · This week
Notes with dates and authors
Assigned · Due this week
Tasks and reminders on a lead
Assigned · Due this week
Full conversation history
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: 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 notes & tasks.
Your team works from shared client context and clear next actions.
See status, blockers and history without asking for manual updates.
Included in Remindoo
Lead capture form
Put a form on your site and land inquiries straight in the pipeline.
Visual lead pipeline
See every opportunity and its stage on one board.
Custom lead statuses
Model your own sales process, not a generic one.
Lead source tracking
Know which channels are worth the money.
Multiple assignees
Share ownership when a partner and a manager are both involved.
Lead search & filters
Find any inquiry from any time in seconds.
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%)
Lead notes & tasks 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%)
Lead notes & tasks included
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
Lead notes & tasks is part of Remindoo's Leads Management workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
Lead notes & tasks is included in Core and Growth with no separate add-on.
Yes. Lead notes & tasks is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Lead notes & tasks 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