Remindoo Product Overview for US Accounting Firms
Remindoo is practice management software for US accounting firms. It covers client CRM and onboarding, workflow and deadline automation, client requests and a document portal, proposals and engagement letters, time and billing, capacity planning, roles and permissions, integrations and firm dashboards. It manages the firm, not the client's books.
Remindoo is practice management software for US accounting firms. It covers client CRM and onboarding, workflow and deadline automation, client requests and a document portal, proposals and engagement letters, time and billing, capacity planning, roles and permissions, integrations and firm dashboards. It manages the firm, not the client's books.
Last updated: September 2026
Firm management
The work itself: how it is defined, scheduled, tracked and reviewed.
Workflow automation
Job templates per service, applied automatically with stages, owners and both due dates.
Recurring work
Monthly, quarterly and annual jobs generated on each client's own cycle.
Deadline tracking
Internal dates ahead of statutory ones, with an early-warning view of what is at risk.
Capacity planning
Committed work against available hours, by person and by week.
Client management
One record per client, holding the services, the people and the history.
Client experience
What your clients actually touch.
Revenue operations
Scoping, pricing and getting paid.
Proposals and engagement letters
Scope, send, and turn an accepted proposal into a live client record.
Engagement letters for US firms
Letters out before the work starts, not after the fee dispute.
Time tracking and billing
Hours against engagements, so fixed-fee profitability is visible during the year.
Invoicing and payments
Invoices, ACH and card payments, and automated payment reminders.
Platform
The parts the firm relies on rather than uses directly.
Reporting and firm dashboards
Deadline risk, stage bottlenecks, utilization and client profitability.
Team collaboration and permissions
Comments, mentions, notifications and role-based access to clients.
Integrations
QuickBooks Online and Xero contact sync, plus Stripe for payments.
Security
How client data is handled, stored and controlled.
What Remindoo does not do
Remindoo has no IRS integration, no transcript retrieval and no e-filing. Preparation and filing stay in your tax software, and Remindoo manages the firm's work around them.
It does not keep your clients' books, and it is not a replacement for a dedicated sales CRM in a firm with a large outbound sales function.
Saying that plainly is more useful than a feature list that quietly implies otherwise, and it is why the comparison pages describe where other platforms fit better.
Pricing is the part most firms check first
Per client, per month, with unlimited seats. Seasonal preparers, reviewers, admins and offshore staff cost nothing extra.
Frequently asked questions
Is everything included on both plans?
Core covers clients, recurring work, deadlines, documents and requests. Growth adds proposals, engagement letters, billing and the fuller reporting set. Both include unlimited seats.
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; Remindoo has no IRS connection of any kind.
Can we start with only part of it?
Yes, and most firms do. Clients, recurring work and client requests are the usual starting point.
Which integrations are live?
QuickBooks Online and Xero contact sync, and Stripe for payments. Anything not listed on the integrations page is not available.
See the whole system in thirty minutes
Bring one service you run repeatedly and we will walk it through end to end.