Loved by 100+ accountants and bookkeepers.
Create Products & Services
The Create Products & Services feature in Remindoo enables accounting firms to build and manage a comprehensive catalogue of offerings, simplifying proposal creation and ensuring consistent service delivery. By centralising products and services in a single location, firms can streamline proposal workflows, maintain accuracy in pricing, and standardise client-facing documentation.
Centralised Product Catalogue
Firms can add, organise, and manage products in a dedicated catalogue. Each product can include:
- Product Name and Status: Active or inactive, reflecting availability to clients.
- Service Association and Frequency: Link products to existing services and define recurring schedules (daily, weekly, monthly, or custom).
- Pricing Options: Flexible pricing models including fixed amounts, percentage-based calculations, or range-based pricing.
- Variables & Customisation: Optional variables can dynamically influence pricing, providing personalised proposals.
- Descriptions: Include detailed product specifications or features for clarity.
Products can be easily duplicated, edited, or deleted, enabling rapid adjustments without starting from scratch.
Service Templates
Accounting services can also be managed through Remindoo’s service templates. Each service entry allows:
- Name, Type, and Status: Define as internal or external, and mark active or inactive.
- Time Estimates & Frequency: Set expected duration and repetition schedule (daily, weekly, monthly, quarterly, yearly).
- Custom Fields & Triggers: Add optional fields to capture key dates or client-specific triggers for automated workflows.
Benefits
By centralising products and services, firms gain:
- Faster proposal building with pre-defined offerings
- Consistent pricing and service details across all client proposals
- Reduced manual errors and enhanced accuracy
- Improved scalability for both recurring services and one-off products
Overall, the Create Products & Services feature empowers firms to deliver structured, professional, and automated proposals while maintaining clarity, consistency, and operational efficiency.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Centralised Products & Services Management
Create and manage a structured catalogue of services and pricing to streamline proposal creation and maintain consistency across your accounting firm.
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.
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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 and manage a structured catalogue of services and pricing in Remindoo to streamline proposal creation and maintain consistency across every client engagement.