Group people the way the practice is actually organized.
Purpose-built Teams & team leads software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $67.50/month
Active workspace
Team & Communication · This week
Departments, offices or service teams
Assigned · Due this week
Team leads see their team's workload
Assigned · Due this week
Assign work to a team, not just a person
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 teams & team leads.
Your team works from shared client context and clear next actions.
See status, blockers and history without asking for manual updates.
Included in Remindoo
Unlimited users
Add everyone — pricing is per client, not per seat.
Roles & permissions
Control exactly who can see and change what.
Reusable email templates
Say it once, well, then reuse it everywhere.
Dynamic tokens
Personalized emails without manual editing.
In-system notifications
Know what needs you without living in your inbox.
Team tagging
Tag a whole team when you need any one of them to respond.
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%)
Teams & team leads 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%)
Teams & team leads included
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
Teams & team leads is part of Remindoo's Team & Communication workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
Teams & team leads is included in Core and Growth with no separate add-on.
Yes. Teams & team leads is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Teams & team leads 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