Remindoo Features for US Accounting Firms
Remindoo covers the operational side of an accounting firm: client records, recurring work, deadlines, document collection, the client portal, time and billing, capacity and reporting. Each capability below has its own page explaining how it works in practice.
Remindoo covers the operational side of an accounting firm: client records, recurring work, deadlines, document collection, the client portal, time and billing, capacity and reporting. Each capability below has its own page explaining how it works in practice.
Last updated: September 2026
All features
Ten capability pages, each written for the way US firms actually run the work.
Client portal for accountants
One secure place for clients to upload documents and answer questions.
Workflow automation for accounting firms
Templates per service, applied automatically with stages, owners and dates.
Recurring task software for accountants
Monthly, quarterly and annual work generated on each client's own cycle.
Deadline tracking software for accountants
Internal and external due dates, with an early-warning view of what is at risk.
Document management for accounting firms
Files stored against the client and the engagement they belong to.
Automated client document requests
Requests with due dates and reminders that chase without your staff writing emails.
Time tracking and billing for accountants
Hours against engagements, so fixed-fee profitability is visible during the year.
Capacity planning for accounting firms
Committed work against available hours, by person and by week.
Proposal and engagement letter software
Scope, send and turn an accepted proposal into a live client record.
Accounting firm reporting and analytics
Deadline risk, stage bottlenecks, utilization and client profitability.
How the pieces fit together
A client buys services. Each service carries a workflow template and a schedule, so the work generates itself on the right cycle with the right owner and both due dates. Document requests go out with that work and chase themselves until the client responds through the portal. Files land against the engagement, time accumulates against it, and the reporting reads all of it back as capacity, risk and profitability.
Every part of that chain only works if everyone in the firm is inside the system, which is why Remindoo is priced per client with unlimited users rather than per seat.
Not sure where to start?
Most firms template their highest-volume service first, then add document requests to it. That combination changes a busy season faster than anything else on this list.
Frequently asked questions
Is every feature on every plan?
Core covers clients, recurring work, deadlines, documents and requests. Growth adds proposals, engagement letters, billing and the fuller reporting set. Both include unlimited users.
Does Remindoo replace our tax software?
No. It manages the firm's workflow around the work. Preparation and e-filing stay in your tax software, and Remindoo has no IRS connection of any kind.
Can we use only part of it?
Yes, and most firms do at first. Clients, recurring work and document requests are the usual starting point.
See the whole system in thirty minutes
Bring one service you run repeatedly and we will walk it through end to end.