Multiple assignees
Share ownership when a partner and a manager are both involved.
Module
Leads Management
Plan
Core & Growth
Status
Live
In this module
Feature 6 of 7
About this page
This page explains what Multiple assignees does inside Remindoo, how US accounting practices use it day to day, which plan it belongs to and what it costs. Share ownership when a partner and a manager are both involved. It is one of 82 features across the platform, and it shares the same client record as leads management, billing, documents and reporting — so the work you do here shows up everywhere else without re-keying.
What Multiple assignees does
The detail your team gets the moment this is switched on.
How it works
Set it up once
Turn Multiple assignees 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 leads management as normal. Multiple assignees 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. Multiple assignees 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
Multiple assignees is included on every plan, starting with Core.
From $71.12/mo at 75 clients, excl. tax
Plans & pricing
Get Multiple assignees 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
Multiple assignees 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
Multiple assignees 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 Leads Management
Capture inquiries, work the pipeline and convert to a client without re-keying anything.
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.
Lead notes & tasks
Follow-ups that actually happen.
Custom lead statuses
Model your own sales process, not a generic one.
Lead source tracking
Know which channels are worth the money.
Lead search & filters
Find any inquiry from any time in seconds.
Frequently asked questions
What is Multiple assignees in Remindoo?
Multiple assignees sits inside the Leads Management 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 Multiple assignees?
Multiple assignees is included on every Remindoo plan, starting with Core — there is no add-on cost.
How long does it take to set up Multiple assignees?
Most practices have Multiple assignees 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 Multiple assignees before paying?
Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run Multiple assignees against your real client list before committing.
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Import your clients, automate your deadlines and see the difference before you pay anything.