Import Lead & Proposal History

Loved by 100+ accountants and bookkeepers.

Remindoo Import Lead & Proposal History feature ensures your firm starts with complete visibility. When firms migrate from spreadsheets, CRMs, or legacy systems, historical proposal and lead data often remains scattered. This makes tracking past engagement activity difficult and creates gaps in reporting.

Instead of manually recreating past proposals or losing valuable lead information, you can import previously created leads directly into the Proposals module. This allows your firm to:

All historical information becomes part of a single, structured system.

By importing past records, firms gain access to:

This ensures that when reviewing a client relationship, your team sees the full journey, from initial inquiry to signed engagement.

Having historical proposal data inside the system allows firms to:

Without imported data, reporting can feel incomplete. With it, your firm gains meaningful insights from day one.

For firms transitioning from manual processes or other platforms, importing leads reduces disruption. You can:

This makes the shift to structured proposal management efficient and stress-free.

Sales and engagement data are long-term assets. Losing historical context can impact decision-making and client relationship management. Import Lead & Proposal History helps firms:

By centralising past and present data, your firm builds a stronger foundation for scalable growth.

Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.

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Firms That Love Remindoo

Remindoo lets accounting firms import historical leads and proposals from spreadsheets, CRMs, or legacy systems, ensuring full visibility and accurate reporting from the start.

AI-Powered Practice Management Software

Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.

Simple, Elegant & Easy to Use.

Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.

Unlimited Users. Built to Scale

Grow your team without per-user penalties. Software that supports expansion not restricts it.

Built-In Tax Liability Tracking for Clients

Track sales tax, Corporate Tax, payroll, and Form 1040 Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.

Intelligent Deadline & Workflow Automation

Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.

AI Task & Client Summaries

Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.

Data security with enterprise-grade encryption

Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.