Turn inquiries into onboarded clients faster
Leads Management Software for Accountants
A pipeline, proposal builder and onboarding flow that talk to each other.
Never lose an inquiry
Every lead captured with source, service interest and estimated fee.
- Pipeline stages
- Source tracking
- Estimated fees
Quote in minutes
Generate a branded proposal and engagement letter directly from the lead.
- Proposal templates
- E-signature
- Automatic follow-up
Straight into delivery
Won leads convert into clients with services, workflows and deadlines pre-attached.
- One-click conversion
- AML kick-off
- Onboarding checklist
Other solutions
Try Remindoo free for 60 days
Import your clients, automate your deadlines and see the difference before you pay anything.