Review Related Clients

Loved by 100+ accountants and bookkeepers.

The Review Related Clients feature in Remindoo allows accounting firms to connect and review relationships between group companies, trusts, and associated individuals. This ensures full transparency across your client base while helping you identify ethical risks and conflicts of interest early.

Remindoo enables firms to manage all related entities under a structured relationship view. This includes:

This consolidated visibility helps firms understand complex client structures at a glance.

Remindoo automatically alerts you when a new client or engagement overlaps with an existing relationship.

This allows firms to:

This proactive approach reduces compliance risks and strengthens governance practices.

To review or add related clients:

A modal titled “Related Clients of [Client Name]” will open, where you can view and manage relationships.

To add related clients:

This intuitive process ensures relationships can be updated quickly and accurately.

By connecting related clients within Remindoo, firms can:

The Review Related Clients feature provides complete visibility across connected entities, helping your firm maintain compliance, transparency, and structured client relationship management within Remindoo.

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

Easily review relationships between group companies, trusts, and individuals to maintain transparency and detect potential conflicts of interest across your client base.

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.

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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.

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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.

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

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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.