Loved by 100+ accountants and bookkeepers.
Engagement and Collaboration
Remindoo Engagement and Collaboration dashboard provides visibility into how actively your team is contributing within tasks. It tracks communication, documentation and internal quality control activity across a selected period.
Designed for firms that value accountability, structured workflows and transparent communication.
Date Range Activity Reporting
Analyse engagement between selected dates.
- Filter by From Date and To Date
- Review daily, weekly or monthly activity
- Support performance discussions and team reviews
Provides clarity beyond simple task completion.
Notes Added Tracking
Monitor documentation quality across the team.
- Track number of notes added per employee
- Encourage proper record keeping
- Improve audit trail visibility
Critical for maintaining structured client files and compliance evidence.
Comments Added Monitoring
Measure active collaboration within tasks.
- Track internal communication per employee
- Encourage discussion before task completion
- Reduce errors through peer interaction
Supports stronger teamwork and knowledge sharing across departments.
Checklist Completion Monitoring
Ensure internal quality controls are followed.
- Track checklists reviewed or completed
- Encourage consistent process adherence
- Strengthen quality assurance standards
Particularly useful for accounts preparation, tax returns and compliance reviews.
Visual Engagement Overview
Clear graphical representation of team activity.
- See engagement trends over time
- Identify high performing contributors
- Detect low engagement patterns early
Helps managers intervene before performance issues escalate.
Employee Level Engagement Summary
For each employee, you can review:
- Total comments added
- Total notes created
- Total checklists completed
This allows firms to assess:
- Attention to detail
- Communication habits
- Process discipline
- Overall involvement in workflow
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Team Engagement & Collaboration Dashboard
Monitor team involvement, communication, and task contributions in real time to boost accountability and streamline workflows 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.
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
Monitor team involvement, track communication, and ensure quality across tasks. Start using Remindoo to boost collaboration and transparency in your accounting firm.