Strong Filters for Proposals and Engagements

Loved by 100+ accountants and bookkeepers.

Remindoo Strong Filters feature ensures you can instantly narrow down proposals by specific conditions and retrieve exactly what you need in seconds. As your accounting firm grows, the number of proposals increases across partners, service lines, and time periods. Without structured filtering, finding a specific proposal can become time-consuming and frustrating.

From the Proposals section, click the Filters button located at the top-right of the screen. You can:

This allows you to refine results based on how detailed your search needs to be. This can include:

The system dynamically updates results based on selected conditions.

Filtering by status gives instant visibility into the proposal pipeline. Firm owners and managers can quickly identify:

This improves follow-up timing and strengthens conversion rates.

For firms with multiple partners or managers, filters allow you to:

This adds accountability and transparency within the proposal workflow.

Date-based filters allow firms to analyze activity over specific periods. You can quickly retrieve:

This supports performance analysis, reporting, and strategic planning.

When proposals are organized into categories, filtering becomes even more powerful. You can sort by service category to view:

This keeps service lines structured and easy to manage.

As proposal volume grows, organization becomes critical. Strong Filters help firms:

Instead of searching manually, your firm gains full visibility and control over every proposal in seconds.

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

Quickly locate specific proposals using powerful filters designed to keep growing accounting firms organized and efficient.

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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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