Remindoo vs GoProposal

Choosing the right software can significantly improve how your accounting firm manages clients, pricing, onboarding, and day-to-day operations. While GoProposal is well known for proposal generation and pricing calculators, many firms now need a platform that manages the entire client journey instead of just the sales process.

Remindoo is an all-in-one practice management platform built specifically for UK accountants and bookkeepers. Alongside proposals, it includes CRM, workflow automation, client onboarding, Digital AML, Companies House integration, recurring services, task management, reporting, and much more, helping firms reduce software costs and improve efficiency.

GoProposal is a strong proposal and pricing solution, but many accounting firms eventually require software that manages far more than engagement letters and pricing. As firms grow, they need a complete system that can manage clients, workflows, compliance, communication, and reporting from one place.

Using separate applications for proposals, CRM, task management, AML, and client onboarding often leads to duplicated work and additional subscription costs. Firms increasingly prefer software that combines these functions into one platform, allowing teams to work more efficiently while maintaining a consistent client experience.

Remindoo has been developed with this approach in mind. It enables firms to manage the entire client lifecycle, from capturing new leads and sending proposals to onboarding clients , automating recurring services, and monitoring compliance deadlines.

Below are the updated features for Remindoo and GoProposal as of July, 2026.

Proposal software is designed to win new business, but practice management software is designed to manage that business after a client signs. Once a proposal has been accepted, firms still need tools for onboarding, workflow automation, deadline management, AML compliance, client communication, and performance reporting.

Remindoo combines proposal management with a complete practice management platform. Firms can create proposals, onboard new clients, automate recurring work, manage deadlines, track team performance, and maintain client records from one central system. This reduces manual administration and removes the need for multiple disconnected applications.

Running multiple disconnected systems can slow down even the most organised accounting practice. Staff frequently switch between proposal software, spreadsheets, CRM tools, workflow systems, and compliance applications simply to complete routine client work.

A single practice management platform removes this complexity. Teams can access client records, workflows, communications, proposals, and compliance information without leaving the system, reducing administration and improving collaboration across the firm.

For growing accounting firms, this approach provides greater visibility, better reporting, and a more streamlined client experience while reducing the need for additional software subscriptions.

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

Manage clients, deadlines, recurring work, and team workflows from one place. Remindoo helps accounting firms save time, improve visibility, and never miss a deadline.