Loved by 100+ accountants and bookkeepers.
Add in Categories
The Add in Categories feature in Remindoo allows accounting firms to organise products and services into structured groups, enabling faster selection when creating a proposal. By categorising offerings, firms can reduce the time spent searching through long lists, improve workflow efficiency, and maintain consistency across client proposals.
Organised Proposal Items
Categories provide a clear structure for all products and services. Each category can include:
- Category Name and Description: Clearly identify the purpose or scope of the group.
- Associated Products and Packages: Link related services and products for quick access.
Efficient Management
Categories can be easily created, edited, or deleted:
- Create: Add a new category with a name and optional description for context.
- Edit: Update category details to reflect changes in services or offerings.
- Delete: Remove outdated or redundant categories from the catalogue.
Benefits
By grouping services and products into categories, firms can:
- Quickly locate the right items when building proposals
- Streamline proposal drafting for faster client delivery
- Maintain a structured, professional presentation in all proposals
- Reduce errors or omissions caused by disorganised lists
Overall, Add in Categories enhances the usability of Remindoo’s proposal system, helping firms manage their offerings efficiently while delivering clear, consistent, and client-ready proposals.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Structured Product & Service Categorisation
Organise your firm’s products and services into clear categories for faster proposal creation, consistent client offerings, and improved workflow efficiency.
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Built for modern practices with powerful features that scale with your growth
The Add in Categories feature lets accounting firms structure offerings into clear groups, making proposal creation faster, more consistent, and more efficient. Start streamlining workflows with Remindoo today.