Remindoo vs Firm360
Compare Remindoo and Firm360 on pricing, workflow, document management and the UK practice management features growing firms need.
Choosing the right practice management software can make a significant difference to how efficiently your accounting firm operates. From managing client work and recurring deadlines to handling proposals, workflows, emails, and compliance, the right platform helps your team stay organised while reducing manual effort.
Firm360 is a popular practice management solution , particularly among US accounting firms. It combines project management, billing, document management, and client communication into one platform. However, UK firms often require additional capabilities such as HMRC integration, Companies House sync, AML management, and unlimited users, which may require looking at other solutions.
Remindoo is purpose-built for UK accountants and bookkeepers. It combines practice management, CRM, proposals, workflow automation, compliance tools, lead management, and client communication in a single platform designed specifically for modern accounting firms.
If you are comparing Remindoo vs Firm360, this guide will help you understand which solution offers the best value for your practice.
Why Are Accounting Firms Looking for a Firm360 Alternative?
Firm360 offers solid project management, document management, billing, and client collaboration. It works well for firms operating primarily in the United States.
However, many UK accounting firms require much more than project management. They need integrated compliance, lead management, automated recurring services, proposal generation, Companies House integration, HMRC support, and client onboarding without relying on multiple systems.
Remindoo combines all of these capabilities into one platform. Firms can manage clients, automate recurring work, track leads, generate proposals, monitor team workloads, and prepare for future integrations without purchasing multiple products.
Remindoo vs Firm360 Feature Comparison
Below are the updated features of Remindoo and Firm360, as of July 2026.
How Does Remindoo Help UK Accounting Firms Grow?
As firms grow, managing clients through spreadsheets and disconnected software becomes increasingly difficult. Teams spend more time switching between systems than completing client work.
Remindoo centralises every stage of the client journey. From the first enquiry to proposal creation, onboarding, recurring services, client communication, and reporting, everything is managed in one place. This reduces manual work and improves visibility across the firm.
Modern accounting firms also need software that can scale. Remindoo includes unlimited users, flexible workflows, team collaboration, and automation features that support firms as they expand without increasing software complexity.
Is Firm360 the Right Choice for UK Accountants?
Firm360 is primarily designed for the US accounting market. It integrates well with American tax software and offers project management, billing, and document management features.
For UK firms, the requirements are different. Companies House, HMRC integration, AML processes, GDPR hosting, proposal management, lead tracking, and recurring compliance work are often essential parts of daily operations.
Remindoo has been built with these needs in mind. It gives accountants a platform tailored to UK practice management while continuing to add integrations that firms expect from modern accounting software.
Remindoo vs Firm360 Pricing
Pricing is one of the major differences between the two platforms. Remindoo follows a per-client pricing model, while Firm360 charges per user.
Most popular
Remindoo
From
/per month, per client
Essential practice management tools with client management, workflows, tasks, proposals, lead tracking, analytics, and team collaboration.
Advanced features including email triage, inbox management, enhanced client portal, and deeper analytics for growing firms.
Firm360
From: $49 per user, per month (billed annually)
Basic Plan: $49/month
Designed for small accounting firms. Includes client management, document management, secure client portal, time tracking and billing, basic reporting, payment collection, and standard support.
Standard Plan: $79/month
Everything in the Basic plan, plus project management, automated A/R collections, advanced reporting, custom fields, standard integrations, onboarding, and one eSignature licence.
Premium Plan: $99/month
Everything in the Standard plan, plus unlimited eSignature licences, Zapier integrations, premium onboarding and training, a dedicated customer success manager, and priority email and phone support.
Why Choose Remindoo Over Firm360?
Firm360 is a capable practice management platform for US firms. However, Remindoo is built specifically for UK accountants who need much more than project management. It combines practice management, compliance, CRM, workflow automation, proposals, and lead management into one modern platform.
Built Specifically for UK Accountants
Remindoo is designed around the daily workflow of UK accounting firms. It supports Companies House, HMRC, Digital AML, recurring compliance work, and UK-specific processes that Firm360 does not provide.
Unlimited Users for Growing Firms
Remindoo uses a per-client pricing model rather than charging for every team member. As your firm grows, you can add staff without increasing software costs for each new employee.
Workflow Automation That Saves Time
Automate recurring services, assign work automatically, trigger deadlines, send reminders, and monitor progress through intelligent workflows. This reduces manual administration and helps teams stay ahead of deadlines.
One Platform Instead of Multiple Tools
With Remindoo, you can manage leads, clients, workflows, proposals, tasks, reporting, CRM, compliance, and team collaboration from one system. There is no need to purchase separate applications for sales, onboarding, or AML.
Complete Lead to Client Journey
Unlike Firm360, Remindoo includes a dedicated lead management module. Capture enquiries, manage opportunities, send proposals, collect eSignatures, and convert prospects into clients without leaving the platform.
Built for the Future of Modern Accounting Firms
Remindoo continues to expand with new integrations and automation features. Upcoming connections with Xero, QuickBooks, FreeAgent, payment platforms, and scheduling tools ensure firms have a future-ready practice management platform.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The Companies House integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeeper @ Bean Counter
Transform Your Accounting Practice with Remindoo
Manage clients, deadlines, recurring work, and team workflows from one place. Remindoo helps accounting firms save time, improve visibility, and never miss a deadline.
FAQs about Remindoo vs Firm360
Is Remindoo a good alternative to Firm360?
Yes. Remindoo is a complete practice management platform built specifically for UK accountants and bookkeepers. It combines CRM, workflow automation, client management, proposals, compliance, reporting, and lead management on a single platform, making it a strong alternative to Firm360.
Who is Firm360 best suited for?
Firm360 is primarily designed for accounting firms in the United States. It offers project management, billing, document management, and client communication features, but it does not include several UK-specific capabilities that accounting firms commonly require.
Which platform offers better value for growing firms?
Remindoo offers better long-term value with its per-client pricing model and unlimited users. Firm360 charges on a monthly subscription model, which can become more expensive as firms scale.
Does Remindoo include workflow automation?
Yes. Remindoo includes recurring workflows, automated deadlines, intelligent task scheduling, workflow templates, service automation, and trigger date management to reduce manual work.
Does Firm360 include lead management?
No. Firm360 does not provide a complete lead management system. Remindoo includes lead capture forms, a visual sales pipeline, lead tracking, proposal generation, and lead-to-client conversion.
Which platform offers better compliance features for UK firms?
Remindoo provides UK-focused compliance tools including Digital AML, client risk assessments, Companies House support, HMRC integration (coming soon), and GDPR-compliant UK data hosting. Firm360 focuses primarily on US accounting firms.
Can both platforms manage client documents?
Yes. Both platforms include document management and secure client portals. However, Remindoo also connects documents to workflows, client records, proposals, and automated processes within a single platform.
Can I migrate from Firm360 to Remindoo?
Yes. If you're moving from Firm360, the Remindoo team can help migrate your clients, workflows, and practice management data to ensure a smooth transition.
Does Remindoo offer a free demo?
Yes. You can request a personalised demo to explore Remindoo features and see how it fits your firm's workflow before making a decision.
Where can I learn more about Remindoo?
Visit the Remindoo website to explore feature pages, pricing, comparison guides, and resources designed specifically for UK accounting firms. You can also book a live demo with the team to see the platform in action.
How do I choose between Remindoo and Firm360?
If your firm operates in the UK and needs an all-in-one platform with CRM, compliance, workflow automation, proposals, client management, and unlimited users, Remindoo is the more comprehensive choice. If you are a US-based firm primarily seeking project management and billing, Firm360 may meet your requirements.
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 recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
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.”
