Loved by 100+ accountants and bookkeepers.
Round-Robin Lead Assignment
Distribute Enquiries Fairly and Automatically
Remindoo Round-Robin Selection feature ensures incoming leads are automatically assigned to selected team members in a structured and balanced manner.
No manual allocation. No favouritism. No missed enquiries.
Select Eligible Team Members
Choose exactly who participates in lead allocation.
- Include specific employees
- Exclude others where necessary
- Maintain full control over assignment rules
Only selected team members will receive leads.
Automatic Fair Distribution
Leads are assigned in rotation.
- Equal opportunity allocation
- Balanced workload across the team
- Reduced response time pressure
Ensures no single team member is overloaded.
Improve Response Times
Structured allocation leads to faster follow-up.
- Instant assignment on lead creation
- Clear ownership from day one
- Reduced delays in first contact
Critical for firms competing for new business.
Better Performance Tracking
With clear ownership, accountability improves.
- Measure conversion rates by employee
- Track response efficiency
- Identify high performers
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Round-Robin Lead Assignment for Fair Team Distribution
Automatically assign incoming client enquiries to your team members, ensuring balanced workloads and no missed opportunities.
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
Ensure every enquiry is fairly and automatically assigned to your team without manual intervention. Start using Remindoo and never miss a client lead again.