Loved by 100+ accountants and bookkeepers.
Lead Capture Forms
Convert Website Enquiries into Structured Leads
Remindoo allows you to build fully customisable lead capture forms that feed directly into your CRM.
Every enquiry is automatically structured, assigned and ready for action.
Build Your Own Form Structure
Select exactly which fields you want to collect.
- Company details
- Contact information
- Service requirements
- Turnover and other qualification data
- Any custom fields created within your system
Design forms that suit your firm’s onboarding process.
Drag and Drop Field Selection
Add or remove fields with a single click.
- Control which fields are visible
- Mark fields as required
- Reorder fields to match your workflow
You stay in control of what information matters most.
Customisable Form Header
Add a personalised introduction to your form.
- Include welcome text
- Explain your services
- Set expectations for response time
Maintain a professional first impression from the outset.
Direct CRM Integration
Once submitted, the lead is automatically created inside Remindoo.
- No manual data entry
- No lost enquiries
- Instant visibility for your team
Leads can then be routed via Round-Robin or manual assignment.
Designed for Conversion
Structured forms improve lead quality.
- Capture meaningful qualification data
- Reduce back-and-forth emails
- Improve first-contact efficiency
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Custom Lead Capture Forms for Accounting Firms
Create fully customisable lead capture forms that automatically convert website enquiries into structured CRM leads ready for assignment and follow-up.
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
Capture and organise every enquiry with Remindoo custom lead capture forms. Automatically structure, assign, and manage new leads directly inside your CRM.