How Remindoo Works for US Accounting Firms
One pass through the system, from a new inquiry to recurring work, invoices and reminders.
Remindoo is practice management software for accounting firms. US CPA, tax, bookkeeping and CAS firms use it to run leads, engagement letters, client records, service templates, recurring work, review checklists, invoicing, payment reminders and client email in one system.
Last updated: September 16, 2026 · Reviewed by Waqas Sagar, ACA FCCA, chartered accountant (UK) and founder of Remindoo.
What Remindoo is not
- Not tax preparation or e-filing software
- Not connected to the IRS or any state tax agency
- Not a bookkeeping ledger or a payroll system
- It runs the firm around the software you already use
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Interactive tour coming soon
We are recording a tour on a US workspace. In the meantime, a walkthrough with our team covers the same ground against your own services.
Book a demoFrom first contact to recurring work
A new inquiry arrives
Leads are captured from a website form or added by hand, with a pipeline showing where each one stands. Custom fields hold the detail your firm asks for up front.
Scope and price the work
Build a proposal from your service catalog, choose an engagement letter template and send it for signature. Status moves through Draft, Sent, Signed, Declined and Archived.
Define the service once
A service template holds the tasks, subtasks, trigger date, deadline offsets and reminders for one service. Assigning it to a client creates the work.
Let the next round create itself
Frequencies from daily to yearly generate the next cycle of jobs with their own deadlines. Reminder emails run before and after the dates you set.
Preparer, reviewer, approver
Checklist items on the task carry a status and a note, and earlier notes stay visible with their author. The review trail sits on the job.
Email and collaboration in one place
Connect Gmail or Outlook, apply a firm-wide header and footer and reuse templates with client tokens. Task comments carry mentions and attachments.
Bill the work
Branded invoices with a live preview and PDF generation, plus online payment options on the invoice itself and payment recording against it.
Chase what is unpaid
A six-step reminder sequence runs before and after the due date, with per-step subject, message and dispatch logs showing what was sent.
Keep the ledger aligned
QuickBooks and Xero connections sync contacts, invoices and payments on the schedule you choose, with revenue accounts mapped by service type.
Who Remindoo is for in the US
CPA firms
Recurring compliance work, partner review and engagement letters run from the same system. Service templates hold the process so the standard does not depend on who is preparing.
Tax practices
Built for the volume of tax season: recurring returns, reminders before and after every deadline, and a review sequence on each job. Extensions are managed as work, not as a memory test.
Bookkeeping firms
The monthly close repeats for every client, so the template creates the work and the deadlines. QuickBooks and Xero connections keep contacts, invoices and payments aligned.
CAS and advisory
Recurring monthly services with a defined deliverable and a client who expects contact. Templates, reminders and email templates keep the rhythm without anybody chasing it manually.
Quick answers
What is Remindoo?
Remindoo is practice management software for accounting firms. US CPA, tax, bookkeeping and CAS firms use it to run leads, engagement letters, client records, recurring workflows, review checklists, invoicing, payment reminders and client email in one system.
Who is Remindoo for?
CPA firms, tax practices, bookkeeping firms, CAS and advisory practices, and outsourced teams supporting them. It suits firms managing recurring work for many clients rather than one-off projects.
What does Remindoo integrate with in the US?
QuickBooks and Xero for contacts, invoices and payments, and Gmail or Outlook for sending email. Remindoo has no connection to the IRS or to any state tax agency, and it does not file returns.
Is Remindoo practice management or tax preparation software?
Practice management. It runs the firm — work, deadlines, clients, billing and communication — and sits alongside the tax and accounting software you already use for preparation and filing.
How do I get started?
Book a demo and we will walk through one of your own services end to end, from the template to the invoice, and answer the questions specific to how your firm works.
Explore the detail
See it configured for your firm
Bring one of your own services and we will walk it through Remindoo end to end on the call.