AI Practice Management Software for US Accountants

Best Practice Management Software for US Accountants & Bookkeepers

Designed for accountants and bookkeepers, Remindoo helps you manage leads, proposals, tasks, clients, workflows, deadlines, automated reminders, document sharing, client portals, e-signatures, AML compliance, risk assessments and client communications — all from one centralized system.

What is the difference between internal and external deadlines?

How do the Bulk Actions work in Task Management?

To keep your workspace clean and efficient, Remindoo allows you to select multiple tasks at once to perform bulk reassignments, bulk deleting, bulk archiving, or "bulk snoozing" (postponing non-urgent tasks simultaneously).

Can I restrict what different team members can see?

Yes. Remindoo features comprehensive role-based access controls, letting you set up customized employee roles and detailed permissions so team members only see the clients, leads, or financial data relevant to them.

Does Remindoo include proposal management?

Yes. Using our no-code drag-and-drop document builder, you can generate professional proposals and letters of engagement, send them directly via email, collect secure e-signatures, and instantly convert won leads into active clients.

How many users can I add?

You can add unlimited users to Remindoo. There are no additional charges for adding team members, allowing your entire firm to collaborate on the platform.

Can I restrict what users can see?

Yes. Remindoo allows you to control roles, permissions, and visibility. You can restrict access based on:

This ensures the right team members only see the information relevant to them.

What types of financial calculators are included in Remindoo?

We provide a suite of built-in accounting calculators designed to save you time when cross-checking client figures, including:

Does Remindoo provide operational checklists?

Yes. To ensure your team standardizes their delivery and meets strict US compliance rules, we offer pre-built operational checklists for Year-End Accounts, Bookkeeping, Payroll, Confirmation Statements, and Company Formations.

Where can I find guides on how to use the platform?

You can access our comprehensive "How-To Guides" directly from the resources menu. These offer step-by-step instructions on setting up automated reminders, connecting custom email domains, and configuring workflow triggers.

Is there a product roadmap or changelog visible to users?

Yes! We believe in transparent development. You can review our public Roadmap to see what features we are working on next, browse the Changelog for recent updates, and submit your own ideas through the Feature Request page.