Client Summary
Loved by 100+ accountants and bookkeepers. Client Summary Full Visibility Over Your Client Portfolio Remindoo Client Summary dashboard provides a clear overvi
Loved by 100+ accountants and bookkeepers. Client Summary Full Visibility Over Your Client Portfolio Remindoo Client Summary dashboard provides a clear overview of your entire client base, including growth, status distribution and revenue performance
Loved by 100+ accountants and bookkeepers.
Full Visibility Over Your Client Portfolio
Remindoo Client Summary dashboard provides a clear overview of your entire client base, including growth, status distribution and revenue performance. Designed for US accountancy firms that want commercial insight, not just compliance tracking.
Total Clients Overview
Instant clarity across your portfolio.
Provides a clear snapshot of your practice footprint.
Active Clients Monitoring
Track engagement levels across your firm.
Supports better client relationship management and portfolio control.
New Clients in the Past Month
Measure business growth in real time.
Perfect for tracking marketing and referral performance.
Clients Leaving
Stay aware of retention risks.
Encourages proactive client retention strategies.
Net Growth Indicator
Clear measurement of monthly movement.
Gives partners a quick view of whether the firm is growing or contracting.
Total Revenue Overview
Track commercial performance alongside client numbers.
Critical for forward planning and strategic investment decisions.
Client Status Distribution
Visual breakdown of client portfolio.
Quickly understand engagement ratios across the firm.
Monthly Client Movement
Structured insight into portfolio changes.
Supports board level reporting and management meetings.
Date Based Filtering
Analyse client performance by selected date.
Clear commercial visibility without manual spreadsheets.
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
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Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
