See Your Whole Pipeline on One Kanban Board
Every prospect by stage, with a value total on each column, and statuses you can name to match how your firm actually wins work.
The sales pipeline in Remindoo is a Kanban board of every lead, grouped by status. Default statuses are New Lead, In Progress, Not Responding, Converted to Client and Archived, each column showing a value total. Accounting, tax and bookkeeping firms use it to see what new business is in play and where it is stuck.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Default statuses are New Lead, In Progress, Not Responding, Converted to Client and Archived.
- Each Kanban column shows a value total for the leads in it.
- Lead cards show key details such as company, contact, location and creation date.
- You can switch between the table view and the Kanban view.
- Custom Statuses added in Lead Settings appear as their own board columns.
- Status tabs on the Leads list filter the table by the same statuses.
- Statuses can be updated for many leads at once from the bulk toolbar.
The problem
No visibility of new business
The partner asks what is in the pipeline and the honest answer is a guess based on who remembers which conversation.
Prospects go cold unnoticed
An inquiry gets a proposal, then nothing. Six weeks later nobody can say whether anyone followed up.
Stages that do not fit a practice
Generic CRM stages describe software demos, not a consultation, a proposal, an engagement letter and a signature.
How Remindoo fixes it
| Problem | In Remindoo | Outcome |
|---|---|---|
| No one can see the pipeline | A Kanban view with a column for each lead status | The whole firm sees new business at a glance |
| Value of the pipeline is unknown | A value total on each Kanban column | Business development can be measured, not guessed |
| Stages do not match the firm | Custom Statuses in Lead Settings, such as Cold Lead or Warm Lead | The board describes how your firm actually wins work |
| Updating leads one by one | Bulk status updates from the Leads list | A round of follow-up is recorded in one action |
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
The Kanban view shows every lead by status, from New Lead and In Progress to Not Responding, Converted to Client and Archived, with a value total per column.
Each lead card shows key details such as company, contact, location and creation date.
In Lead Settings, Custom Statuses lists the default statuses and lets you add your own.
Add a new status, such as Cold Lead or Warm Lead, and save it.
Your custom statuses are saved for the whole team.
New statuses appear as columns on the Kanban board.
Move many leads to a new status at once.
See how Remindoo turns inquiries into clients
Twenty minutes, your pipeline, your questions.
Why it matters for US accounting firms
A US accounting practice runs two business development cycles a year whether it plans to or not. The first is filing season, when inbound inquiries arrive faster than the firm can qualify them, and the second is the quieter summer stretch when partners have time to chase the proposals that went quiet in March. A pipeline board makes the second cycle possible, because it still shows the March conversations that never reached a decision.
Firms building recurring client accounting services revenue need to see stage as well as count. Twenty individual returns and two monthly bookkeeping engagements are not the same pipeline, and the value total on each column is what makes the difference visible without building a separate spreadsheet.
Naming your own statuses matters because the way a practice wins work is local to that practice. Some firms want a stage for the free consultation, others for the proposal sent or the engagement letter out for signature. Custom Statuses let the board use the firm's own language rather than forcing generic sales terminology on a professional services process.
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
What is a sales pipeline for an accounting firm?
It is a view of every prospective client grouped by how far along they are, from a first inquiry to a signed engagement. In Remindoo the pipeline is a Kanban board with a column for each lead status and a value total on each column, so the firm can see both how many opportunities exist and what they are worth.
What lead statuses should accountants use?
Remindoo's defaults are New Lead, In Progress, Not Responding, Converted to Client and Archived, which cover most practices. Firms that want more detail add their own statuses, for example Cold Lead and Warm Lead, or a stage for a proposal sent, so the board reflects their own process.
Can I add my own statuses?
Yes. Lead Settings has a Custom Statuses tab that lists the default statuses and lets you add new ones. Once saved, a custom status is available to the whole team and appears as its own column on the Kanban board and as a tab on the Leads list.
Can I see the value of my pipeline?
Yes. Each lead can carry an estimated value, and every column on the Kanban board shows a total for the leads in it. That gives the firm a running figure for how much new business sits in each stage rather than a simple count of names.
How do I move many leads at once?
Select the leads in the list to open the bulk toolbar and use Update Lead Status. Every selected lead moves to the status you choose, which is how most firms clear a batch of stale inquiries into Not Responding or Archived after a follow-up round.
What happens when a lead is converted to a client?
Converted to Client is a status you set on the lead. It records the win and keeps the pipeline accurate. The new client is then onboarded in the Clients module, where services, key dates, document requests and portal access are set up.
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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