Analytics & Dashboards

Service workload breakdown

Which services are consuming the practice's time.

Purpose-built Service workload breakdown software for accounting firms for accountants, CPAs and bookkeepers.

Card required · Cancel anytime · From $67.50/month

Active workspace

Analytics & Dashboards · This week

New item

Open work by service line

Assigned · Due this week

Hours estimated versus logged

Assigned · Due this week

Seasonal peaks made visible

Assigned · Due this week

Built for real practice work

Everything your team needs to run service workload breakdown

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.

Open work by service line
Hours estimated versus logged
Seasonal peaks made visible
Supports resourcing decisions

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 Service workload breakdown 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 service workload breakdown.

  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 service workload breakdown to the rest of your practice

Plans & pricing

Get Service workload breakdown 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%)

Service workload breakdown 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%)

Service workload breakdown 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 Service workload breakdown in practice management software?

Service workload breakdown 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.

Which Remindoo plan includes Service workload breakdown?

Service workload breakdown is included in Core and Growth with no separate add-on.

Can CPAs and bookkeepers use Service workload breakdown?

Yes. Service workload breakdown is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.

Can I try Service workload breakdown before subscribing?

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

Put service workload breakdown to work

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

Start your trial