Start Your Free Trial of Remindoo
Your free trial of Remindoo runs for 60 days and gives you the full product: clients, recurring work, deadlines, document requests, the client portal and reporting. A payment card is required to start, users are unlimited during the trial, and you are not charged until the trial ends.
Your free trial of Remindoo runs for 60 days and gives you the full product: clients, recurring work, deadlines, document requests, the client portal and reporting. A payment card is required to start, users are unlimited during the trial, and you are not charged until the trial ends.
Last updated: September 2026
What you get during the trial
- 60 days of the full product, not a limited demo version
- Unlimited users, so partners, staff, admins and seasonal help can all be in it
- Client records, recurring work schedules and workflow templates
- Task and deadline tracking with separate internal and external due dates
- Automated client requests and follow-up reminders
- Document management and the client portal
- Time tracking, capacity reporting and firm dashboards
- QuickBooks and Xero connections
How to get real value out of 60 days
Firms that abandon a trial usually spent it clicking around. Firms that switch spent it running one real service line.
Week one: import your client list
Bring clients in from a spreadsheet or your existing system. Add the services each client buys. Nothing else in the product means much until the client book is real.
Week two: template one service
Pick the service you repeat most, usually monthly bookkeeping or 1040 preparation. Write the steps once, set the internal due date ahead of the external one, and schedule it as recurring work.
Week three: run live work through it
Put the current month's jobs in and work them in the system rather than alongside it. Send two or three real document requests so you can see how clients respond to the reminders.
Week four onward: add the team and look at the reports
Add everyone, because seats are free. Then check capacity and utilization against what you believed was true about your workload.
Why a card is required to start
Starting the trial requires a payment card. We ask for it because a 60-day trial with a full data import is a serious commitment of our support time, and asking for a card filters out the tyre-kicking without making anyone pay early.
You are not charged during the 60 days. If you decide Remindoo is not right for the firm, cancel before the trial ends and nothing is billed. If you continue, billing starts at your client count on the day the trial ends: $0.90 per client per month on Core, $1.00 on Growth, with users still unlimited.
Your data is yours throughout. If you leave, you can export it.
Useful before you start
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Frequently asked questions
How long is the Remindoo free trial?
60 days, with the full product and unlimited users. That is long enough to run a complete monthly cycle and a slice of a filing deadline through the system.
Do I need a credit card to start?
Yes. A payment card is required to begin the trial. No charge is taken during the 60 days and you can cancel before it ends.
Is the trial feature-limited?
No. You get the product as your plan would run it, including the client portal, workflow automation, document requests, reporting and the QuickBooks and Xero connections.
Can I add my whole team during the trial?
Yes, and you should. Users are unlimited on every plan, so there is no reason to trial with one login and discover the collaboration problems after you buy.
Will you help me import my clients?
Yes. Send us your client list in a spreadsheet and our team will help you get it in, along with your services and recurring schedules.
What happens at the end of the 60 days?
Billing begins at your client count on that day, unless you cancel first. Core is $0.90 per client per month and Growth is $1.00, both with unlimited users.
Start your free trial
Sixty days, the whole product, unlimited users. Import your clients and run one real service line through it.