What the practice bills, by service and by client.
Purpose-built Revenue & fee overview software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $67.50/month
Active workspace
Analytics & Dashboards · This week
Recurring and one-off fee totals
Assigned · Due this week
Revenue by service line
Assigned · Due this week
Top clients by fee
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 revenue & fee overview.
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
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%)
Revenue & fee overview 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%)
Revenue & fee overview included
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
Revenue & fee overview 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.
Revenue & fee overview is included in Core and Growth with no separate add-on.
Yes. Revenue & fee overview is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Revenue & fee overview 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