Loved by 100+ accountants and bookkeepers.
Multiple Contacts, Phone Numbers and Email Addresses
Accounting firms often work with several representatives within the same client organisation. With Remindoo, you can store multiple contacts, phone numbers, and email addresses under a single client profile, ensuring accurate records and more efficient communication.
Centralised Contact Management Within Client Profiles
Remindoo allows users to access the Contacts section directly from the Client Profile, where all representatives linked to that client can be added and managed. This centralised structure keeps every relevant contact in one place, eliminating duplication and making client records easier to maintain.
Add Multiple Representatives and Communication Channels
Firms can save different individuals associated with the same company, including directors, finance managers, administrative contacts, and external representatives. Each contact can include multiple phone numbers and email addresses, ensuring your team always has the correct contact details.
Store Detailed Contact Information
Each contact record can contain comprehensive information such as:
- Full name
- Contact type
- Designation
- Email addresses
- Office and mobile numbers
- Additional notes
This helps teams quickly identify the appropriate person to contact for specific matters.
Easily Update and Maintain Accurate Records
Contacts and their communication details can be added, edited, or updated from the same interface. If a representative changes role or contact information is updated, records can be amended instantly without affecting the main client profile.
Improve Communication Accuracy and Response Times
By maintaining multiple contacts and communication methods within Remindoo, accounting firms can:
- Reach the right person faster
- Avoid sending information to the wrong contact
- Reduce communication delays
- Maintain more organised client records
- Strengthen professional relationships
This feature ensures every client profile contains complete, accurate, and easily accessible contact information, helping firms communicate more efficiently and with greater confidence.
Multiple Contacts, Phone Numbers and Email Addresses for Better Client Management
Store and manage multiple contacts, phone numbers, and email addresses within each client profile to keep communication organised, accessible, and connected across your accounting workflows. Remindoo helps firms maintain accurate client records and improve collaboration without switching between systems.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Multiple Client Contact Details Management
Store and manage multiple phone numbers and email addresses under a single client profile to ensure accurate communication and faster client interaction.
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
Store multiple phone numbers and email addresses under one client profile in Remindoo. Ensure faster communication, accurate records, and seamless client interaction across your accounting firm.