Standardize how a job is done so quality does not depend on who picks it up.
Purpose-built Task checklists software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $67.50/month
Active workspace
Task Management · This week
Reusable checklist templates per service
Assigned · Due this week
Tick-off progress visible on the task card
Assigned · Due this week
Required steps before completion
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 task checklists.
Your team works from shared client context and clear next actions.
See status, blockers and history without asking for manual updates.
Included in Remindoo
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 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.
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%)
Task checklists 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%)
Task checklists included
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
Task checklists is part of Remindoo's Task Management workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
Task checklists is included in Core and Growth with no separate add-on.
Yes. Task checklists is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Task checklists 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