Loved by 100+ accountants and bookkeepers.
Custom Lead Fields
Remindoo allows you to create fully customised fields within the Leads module, ensuring you collect the exact information your firm requires from the very first enquiry. No generic forms. No missing details. No follow-up chasing for basic data.
Create Tailored Data Fields
Design fields specific to your services and qualification process.
- Add custom field names
- Choose field types such as text, number or dropdown
- Create structured dropdown options
- Organise fields based on your workflow
Perfect for collecting information such as turnover, service required, director details or industry type.
Set Compulsory Fields
Ensure complete and consistent lead data.
- Mark selected fields as mandatory
- Prevent incomplete submissions
- Improve qualification accuracy
This maintains professional standards and protects data quality.
Structured Data for Better Decisions
Collect meaningful, searchable information.
- Standardise how leads are recorded
- Improve filtering and reporting
- Support smarter conversion tracking
The result is cleaner data, stronger reporting and a more controlled sales process.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Custom Lead Fields for Structured Client Data Collection
Create tailored lead fields to capture the exact information your accounting firm needs, ensuring complete and organised client data from the very first enquiry.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track VAT, Corporation Tax, PAYE, and Self Assessment Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Create custom lead fields in Remindoo to collect the exact information your firm needs from the first enquiry, ensuring organised data and smoother client onboarding.