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Task Management

Snooze tasks

Waiting on records? Move the task out of the way without losing it.

Module

Task Management

Plan

Core & Growth

Status

Live

In this module

Feature 11 of 15

About this page

This page explains what Snooze tasks does inside Remindoo, how US accounting practices use it day to day, which plan it belongs to and what it costs. Waiting on records? Move the task out of the way without losing it. It is one of 82 features across the platform, and it shares the same client record as task management, billing, documents and reporting — so the work you do here shows up everywhere else without re-keying.

What Snooze tasks does

The detail your team gets the moment this is switched on.

Snooze until a chosen date
Hidden from active lists while snoozed
Automatic return with a notification
Snooze reason recorded on the timeline

How it works

1

Set it up once

Turn Snooze tasks 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.

2

Run it day to day

Your team works in task management as normal. Snooze tasks keeps the detail attached to the right client and job, and updates everyone automatically when something changes.

3

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. Snooze tasks 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

Snooze tasks is included on every plan, starting with Core.

From $71.12/mo at 75 clients, excl. tax

Plans & pricing

Get Snooze tasks from $71.12/mo

Priced per client with unlimited users. 60-day free trial.

USD · excludes sales tax

Number of clients75

Core

Recommended

Standard plan with all essentials included.

$71.12/mo

75 clients · excl. sales tax · $0.95 per client

Snooze tasks included

  • Task, client & workflow management
  • Proposals, engagements & e-signatures
  • Client portal & document sharing
  • Leads pipeline & automated reminders
Start with Core

Growth

Everything in Core, plus advanced analytics and dedicated support.

$82.55/mo

75 clients · excl. sales tax · $1.10 per client

Snooze tasks included

  • AI task & client summaries
  • Email inbox integration & triage
  • Tax liability visibility (12 months free)
  • Advanced analytics, MFA & bulk comms
Start with Growth

Prices update instantly with your client count · Cancel anytime · Full pricing & comparison

The rest of Task Management

Every job in the practice — created, assigned, tracked and closed in one place.

Quick & detailed task creation

Raise a task in two clicks, or open the full form when a job needs service, client, budget and deadline detail.

Recurring tasks

Set a job once and let Remindoo raise it again on the right cycle — weekly bookkeeping, quarterly sales tax, annual accounts.

Subtasks (add, view, bulk add)

Break a large job into the individual steps that actually get done, and add them in bulk from a template.

Task checklists

Standardize how a job is done so quality does not depend on who picks it up.

Task card & detail views

A compact card for scanning workload, and a detail view with everything about the job.

Task timeline

A chronological record of every change on a task — useful for reviews, disputes and handovers.

Comments & threaded discussions

Keep the conversation about a job on the job, not scattered across email and chat.

Tag colleagues

Pull the right person in instantly with an @mention.

Time recording on tasks

Start a timer or log time manually so recovery and capacity are based on real numbers.

Internal & external deadlines

Work to your own date, not IRS's, and still see the statutory one.

Bulk actions (reassign, snooze, delete, archive)

Change hundreds of tasks in one move — perfect for staff changes and season resets.

View completed & archived tasks

Nothing disappears — closed work stays searchable for review and billing.

Advanced filters

Slice workload by whatever matters right now and save the view.

AI task summary

A plain-English summary of a long task so anyone can pick it up in seconds.

Frequently asked questions

What is Snooze tasks in Remindoo?

Snooze tasks sits inside the Task 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 Snooze tasks?

Snooze tasks is included on every Remindoo plan, starting with Core — there is no add-on cost.

How long does it take to set up Snooze tasks?

Most practices have Snooze tasks 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 Snooze tasks before paying?

Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run Snooze tasks against your real client list before committing.

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