Built for accountants, CPAs, EAs, bookkeepers and tax professionals, 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.
60-day free trial · IRS & Secretary of State deadline sync · Cancel anytime
$40,000
Quietly lost by the average firm each year
40%
Admin time returned to billable work
1.5 hrs
Saved per employee, every day
60 days
Free trial, full access
Firms running their practice on Remindoo
Firms of 2 to 40 people · 60,000+ client records managed · 98% renew after the trial
Savings estimator
Not accounting or tax-prep software — practice management for the modern firm. Here's roughly $40,000 a year most firms are quietly losing, and exactly where it goes. Move the sliders to model your own numbers.
Figures illustrative; actual savings vary by firm size. Based on 1.5 hours saved per employee per day.
Currently paying
$548/mo
With Remindoo
$113/mo
Monthly saving
$435
Hours reclaimed / yr
2,268
Save $5,220 a year by switching to Remindoo.io
Plus up to 40% of admin time returned to billable work.
Everything in one place
Remindoo brings tasks, clients, workflows and deadlines into one central platform, eliminating spreadsheets and disconnected tools — 82 features across 9 modules.
Every job in the practice — created, assigned, tracked and closed in one place.
15 features
One authoritative client record — contacts, services, deadlines, fees and compliance.
18 features
Define a service once and let Remindoo raise the right jobs at the right time, forever.
8 features
Unlimited users, clear roles and every conversation attached to the work.
7 features
Capture inquiries, work the pipeline and convert to a client without re-keying anything.
7 features
Priced proposals, engagement letters and signatures — then straight into onboarding.
6 features
Connect your mailbox so client email becomes tracked work instead of a private pile.
6 features
A secure, branded space where clients see what you need and what is happening.
5 features
Live numbers on workload, deadlines, capacity, team performance and revenue.
10 features
The cost of doing nothing
As clients and deadlines grow, spreadsheets, emails and disconnected tools become impossible to control — and that disorganization reaches your clients.
Get StartedTasks tracked manually across files nobody trusts, with no single source of truth for the team.
Statutory dates buried in inboxes mean last-minute work, penalties and unhappy clients.
Managers cannot see progress in real time, so work is duplicated and priorities are unclear.
Records requests go unanswered because nothing chases them automatically on your behalf.
A new inquiry lands in your leads pipeline. Remindoo scores it and drafts a branded proposal for you.
The client signs, uploads their records and gets their own branded portal — no chasing required.
Jobs build themselves from deadlines, route to the right owner, and every minute is tracked.
Invoices go out on time, tax liabilities stay visible, and dashboards show exactly where to grow next.
Integrations
Entity data, IRS transcripts, ledgers, payments and email — all flowing into one place, so your team stops rekeying and starts advising.
Coming soon
What firms say
“Remindoo replaced four subscriptions and a wall of sticky notes. Our January was the calmest in a decade.”
“Onboarding, AML and engagement letters now take minutes. We win work faster and the compliance trail is airtight.”
“Every deadline, every job, every client — one screen. Our team stopped asking 'where are we with this?'”
Pricing · Value, built for scale
No hidden fees, no surprises. Per-client pricing with unlimited users — whether you are just starting or expanding fast, there is a plan for you.
Select your plan
Number of clients
75
Your monthly price
USD · excl. sales tax$71.12/mo
per month for 75 clients · $0.95 per client
PlanCore
UsersUnlimited
Billed onActive + frozen clients
60-day free trial · Cancel anytime · No per-user charges
Core
68 of 82 featuresStandard plan with all essentials included.
Growth
82 of 82 featuresEverything in Core, plus advanced analytics and dedicated support.
Compare plans
Every feature, side by side. Expand a category to see exactly what each plan covers.
All plans include unlimited users, unlimited support and a 60-day free trial.
Questions
A centralized system that manages tasks, workflows, clients and deadlines in one place — from year-end financials and sales tax returns to payroll and compliance work — replacing spreadsheets and disconnected tools.
Start free for 60 days. Import your clients, automate your deadlines and see the difference before you pay a penny.
