Create Complete Lead Profiles in Minutes
Every inquiry gets a record with the contact, the entity type, the revenue, the services needed and what the work is worth.
Lead profiles in Remindoo are the record you create for every prospective client. A profile holds the company or individual, contacts and address, notes, custom fields such as entity type, annual revenue and services needed, an estimated value and attached files. It is built for accounting, tax and bookkeeping firms tracking new business.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Create Lead has three tabs: Basic Information, Contacts, and Information & Attachments.
- Leads can be added manually, so sole proprietors, LLCs, S corporations and rental property owners are all supported.
- Capture name, phone, email and free-text notes on every lead.
- Custom fields cover type of business, annual revenue, payroll and services needed.
- Add contact details with an address and mark a primary contact.
- Set an estimated value and attach files such as proposals.
- Finished leads appear in both the Leads list and the Kanban view.
The problem
Inquiries live in inboxes
A call on Tuesday and an email on Friday, both remembered by one person. Prospects get forgotten in the weeks around a filing deadline.
Details retyped by hand
The same company name, address and contact typed into an email, a spreadsheet, a proposal and later into the client record.
No record of what the work is worth
Nobody can say which inquiries are a $400 individual return and which are a monthly bookkeeping and advisory engagement.
How Remindoo fixes it
| Problem | In Remindoo | Outcome |
|---|---|---|
| Inquiries scattered across inboxes and notes | New Lead creates a record in the Leads list with Basic Information, Contacts, and Information & Attachments tabs | Every inquiry is in one list the whole firm can see |
| No consistent qualifying information | Custom fields such as Type of Business, Turnover, Payroll & PAYE and Services Needed | The same questions are answered for every prospect |
| Proposals saved in a personal drive | Attach files such as proposals and engagement letters to the lead | The paperwork sits with the prospect it belongs to |
| No sense of the value of the pipeline | An estimated value on each lead, totaled by column on the Kanban board | The firm can see what is genuinely in play |
Who it's for
Firm owners and partners
See what new business is in play, and what it is worth, without asking around.
Practice managers
Make sure every inquiry has an owner and a next step during filing season.
Business development
Run a follow-up round across a whole batch of prospects in one pass.
CPAs and bookkeepers
Pick up an assigned lead with the entity, the revenue and the notes already there.
How it works in Remindoo
Start from the Leads list and click New Lead.
Create Lead has three tabs: Basic Information, Contacts, and Information & Attachments.
Add the lead manually, whether it is an LLC, an S corporation, a sole proprietor or a rental property owner.
Capture the lead's name, phone number and email address.
Add notes so the whole team has the context of every conversation.
Segment leads by type of business, such as self-employed, incorporated or rental property.
Record annual revenue to size up each opportunity.
Add contact details, including the mailing address.
Mark the primary contact for the prospect.
Set an estimated value and attach supporting documents such as proposals or engagement letters.
Click Finish and the lead appears in the Leads list.
See how Remindoo turns inquiries into clients
Twenty minutes, your pipeline, your questions.
Why it matters for US accounting firms
US firms take inquiries from a wider mix of taxpayers than a single company register would suggest. A week's worth of new business might include an S corporation that has outgrown its bookkeeper, a freelancer filing Schedule C for the first time, a landlord with three rental properties and a partnership that needs a 1065 prepared. Those prospects are worth very different amounts and need very different conversations, so the record has to hold entity type and revenue rather than just a name and a phone number.
Inquiry volume in the United States is also seasonal in a way that punishes an inbox-based process. January through April 15 brings the heaviest flow of individual and business inquiries at exactly the moment the team has the least capacity to answer them, and the September and October extension deadlines create a second wave. A lead that sits unanswered in a shared inbox during filing season is usually a lead that hires someone else.
Recording an estimated value matters more than it sounds. Firms moving toward advisory and client accounting services are trying to win recurring engagements rather than one-off returns, and a pipeline that shows value by stage is the only way to tell whether that shift is actually happening.
Remindoo vs spreadsheets, inboxes and generic CRMs
| What you need | Spreadsheets, inboxes and generic CRMs | Remindoo |
|---|---|---|
| Where new inquiries land | An inbox, a voicemail and a sticky note on somebody's monitor | A website form or a manual entry that creates a lead record |
| Prospect detail | Whatever the caller happened to mention that day | Entity type, annual revenue, payroll, services needed and estimated value |
| Pipeline visibility | Nobody can say how much new work is in play | A Kanban board by status with a value total on every column |
| Who owns the inquiry | Decided in a group chat, sometimes not at all | Round-robin rotation, or bulk assignment to a team or team member |
| Follow-up | One email at a time, when somebody remembers | Bulk email to selected leads with templates and personalization tokens |
| Qualifying questions | A generic CRM built for software sales, not for tax and accounting | Custom fields you define, used on the profile and on the website form |
| Finding the right leads | Scrolling a spreadsheet with more columns than anyone can read | Status tabs, multi-condition filters, column control and saved views |
| Winning the work | The prospect goes quiet and nobody notices for a month | Status moves to Converted to Client, then onboarding starts in Clients |
Frequently asked questions
How should accountants track new client inquiries?
Give every inquiry a record rather than leaving it in an inbox. In Remindoo, New Lead creates a lead with the contact, notes, qualifying fields and an estimated value, and the lead appears in the Leads list and on the Kanban board so anyone in the firm can see it and pick it up.
Can I add sole proprietors and rental property owners as leads?
Yes. Leads are added manually, so an individual taxpayer, a freelancer filing Schedule C, a landlord with rental properties, an LLC or a corporation are all recorded the same way. The Type of Business custom field is what tells the team which kind of prospect this is.
What details should I record for a lead?
At a minimum the contact name, phone and email, plus the entity type and the services they are asking about. Firms usually add annual revenue, whether there is payroll, an estimated value and a note summarizing the first conversation, so the person who picks the lead up next has the full picture.
Can I attach a proposal to a lead?
Yes. The Information & Attachments tab takes files, so a proposal, an engagement letter draft or a prior-year return the prospect sent can be attached to the lead record instead of sitting in one person's email.
What is estimated value used for?
Estimated value is the figure you expect the engagement to be worth. Remindoo totals the value of the leads in each column of the Kanban board, so the firm can see how much new business sits in each stage of the pipeline rather than just how many names are on the list.
What happens to a lead when the prospect signs?
Converted to Client is a status you set on the lead, which records the outcome and keeps the pipeline accurate. Onboarding the new client, with services, deadlines and portal access, then happens in the Clients module.
Related features
Remindoo is practice management software for US accounting, CPA, tax and bookkeeping firms. See the CRM and lead management hub or pricing with unlimited users.
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