Remindoo vs Xero Practice Manager
Accounting firms need more than simple job tracking. Modern practices require visibility across clients, deadlines, compliance, communications, proposals, reporting, and team workloads.
Both Remindoo and Xero Practice Manager help firms manage client work, but they take different approaches. Xero Practice Manager is focused on job management, time tracking, and billing for firms already operating within the Xero ecosystem.
Remindoo provides a broader practice management platform designed specifically for accountants and bookkeepers looking to manage client relationships, deadlines, compliance, proposals, reporting, and operational workflows from one place.
Comparing Remindoo And Xero Practice Manager Features
The table below compares publicly available features from both platforms as of June 2026.
Pricing & Core Platform
|
Features
|
Remindoo
|
Xero Practice Manager
|
|---|---|---|
|
Pricing Model
|
Per Client
|
|
|
Additional Staff Cost
|
No Extra Cost
|
Increases With Users
|
|
CRM
|
|
Limited Client Records
|
|
Client Portal
|
|
Via Xero Ecosystem
|
|
E-Signatures
|
|
Not Native
|
|
Manual AML
|
|
Not Publicly Positioned
|
|
Digital AML
|
Available (Small Fee)
|
Not Publicly Positioned
|
|
Companies House Sync
|
|
Not Native
|
|
HMRC Visibility
|
|
Not Publicly Positioned
|
|
Proposals & Engagements
|
|
Not Publicly Positioned
|
|
Free Trial
|
60 Days
|
30 Days
|
Task Management
|
Features
|
Remindoo
|
Xero Practice Manager
|
|---|---|---|
|
Quick Task Creation
|
|
|
|
Detailed Task Creation
|
|
|
|
Recurring Tasks
|
|
Recurring Jobs
|
|
Subtasks
|
|
Limited
|
|
Comments & Collaboration
|
|
|
|
Internal Deadlines
|
|
|
|
External Deadlines
|
|
|
|
Time Recording
|
|
|
|
Task Timeline
|
|
Limited
|
|
Bulk Task Actions
|
|
Not Publicly Positioned
|
|
Automated Reminders
|
|
|
Client Management
|
Features
|
Remindoo
|
Xero Practice Manager
|
|---|---|---|
|
Client Onboarding
|
|
|
|
Companies House Sync
|
|
|
|
Client Portal
|
|
Via Xero Ecosystem
|
|
Synced Emails
|
|
Limited
|
|
Client Timeline
|
|
Not Publicly Positioned
|
|
Client Notes
|
|
|
|
Related Clients
|
|
Not Publicly Positioned
|
|
Multiple Contacts
|
|
|
|
Manage Deadlines
|
|
|
Dashboard & Reporting
|
Features
|
Remindoo
|
Xero Practice Manager
|
|---|---|---|
|
Employee Reporting
|
|
|
|
Work Utilisation
|
|
|
|
Client Summary
|
|
Limited
|
|
Client Growth Trend
|
|
Not Publicly Positioned
|
|
Employee Task Breakdown
|
|
Not Publicly Positioned
|
|
Service Time Analysis
|
|
Time Reporting
|
|
Revenue Overview
|
|
WIP & Billing Reports
|
Proposals & Engagements
|
Features
|
Remindoo
|
Xero Practice Manager
|
|---|---|---|
|
Proposal Templates
|
|
Not Native
|
|
Products & Services
|
|
Not Native
|
|
Categories
|
|
Not Native
|
|
E-Signatures
|
|
Not Native
|
|
Proposal Tracking
|
|
Not Native
|
|
Engagement Tracking
|
|
Not Native
|
|
Packages & Proposals
|
|
Not Native
|
Team & Communication
|
Features
|
Remindoo
|
Xero Practice Manager
|
|---|---|---|
|
Team Management
|
|
|
|
Roles & Permissions
|
|
|
|
Email Templates
|
|
Not Publicly Positioned
|
|
Send Emails From Domain
|
|
Not Publicly Positioned
|
|
Notifications
|
|
|
|
Team Tagging
|
|
Not Publicly Positioned
|
|
Email Integration
|
|
Limited
|
|
Internal Email Notes
|
|
Not Publicly Positioned
|
|
Desktop App
|
Web Platform
|
Web Platform
|
Lead Management
|
Features
|
Remindoo
|
Xero Practice Manager
|
|---|---|---|
|
Lead Management
|
|
|
|
Lead Capture Forms
|
|
|
|
Lead Pipeline
|
|
|
|
Custom Lead Fields
|
|
|
|
Round Robin Assignment
|
|
|
Services & Workflow
|
Features
|
Remindoo
|
Xero Practice Manager
|
|---|---|---|
|
Service Templates
|
|
Job Templates
|
|
Trigger Dates
|
|
|
|
Custom Fields
|
|
|
|
Estimated Time Allocation
|
|
|
|
Automated Reminders
|
|
|
|
Checklist Templates
|
|
Limited
|
|
Auto Record Chasing
|
|
Not Publicly Positioned
|
Additional Features
|
Features
|
Remindoo
|
Xero Practice Manager
|
|---|---|---|
|
HMRC Visibility
|
|
Not Publicly Positioned
|
|
Multi-Factor Authentication
|
|
|
|
Email Sync To Clients
|
|
Limited
|
|
Tax Liability Visibility
|
|
Not Publicly Positioned
|
Which Platform Is Better For Accounting Practice Management?
Xero Practice Manager is designed primarily for firms already working within the wider Xero ecosystem. Its strengths are job management, timesheets, WIP reporting, billing, and integration with other Xero products.
Remindoo focuses on giving accounting firms broader operational visibility. In addition to task management, it includes CRM, lead management, proposals, engagement tracking, Companies House Sync, compliance tools, reporting dashboards, and communication management.
Key Differences Between Remindoo And Xero Practice Manager
One of the biggest differences is how firms manage client relationships. Xero Practice Manager focuses on managing active client work, while Remindoo combines CRM, lead tracking, proposals, engagements, client communication, and practice management within a single platform.
Another major difference is visibility. Remindoo provides dashboards for employee performance, client growth, workload management, service time analysis, and revenue tracking. Xero Practice Manager provides strong job and financial reporting but is not positioned as a complete CRM and proposal management solution
Remindoo and Xero Practice Manager
Remindoo is an all-in-one practice management system for UK accountants that centralizes work, automates tasks, and replaces spreadsheets.
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.
Xero Practice Manager
From
/per month
Why Choose Remindoo?
Remindoo is designed specifically for accountants and bookkeepers who want to manage clients, compliance, communication, reporting, and deadlines from a single platform.
Client Management Beyond Basic Records
Remindoo provides client timelines, notes, multiple contacts, related clients, Companies House Sync, deadline tracking, and complete client visibility. This helps firms manage relationships more effectively while keeping all client information centralised.
Built-In CRM And Lead Tracking
Lead pipelines, lead capture forms, custom fields, custom statuses, and round robin assignment help firms manage new business opportunities without requiring separate CRM software.
Better Practice Visibility
Employee reporting, client growth trends, utilisation tracking, workload visibility, service time analysis, and revenue reporting help practice owners make informed operational decisions.
Comprehensive Task Management
Teams can create recurring tasks, subtasks, checklists, internal deadlines, external deadlines, comments, task timelines, and bulk actions. This helps standardise internal processes and improve accountability.
Proposals And Engagements Included
Proposal templates, engagement tracking, e-signatures, categories, products and services, and proposal management are available within the platform. This allows firms to manage the client journey from lead through to engagement.
Compliance And Operational Management Together
Manual AML, digital AML options, HMRC visibility, tax liability visibility, Companies House Sync, MFA security, and automated reminders help firms stay organised and compliant.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
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 Xero Practice Manager
Yes. Both platforms help firms manage client work, but Remindoo also includes CRM, lead management, proposals, engagement management, reporting dashboards, and compliance visibility.
Firms seeking broader practice management capabilities often prefer Remindoo, while those heavily invested in the Xero ecosystem may prefer Xero Practice Manager.
Yes. Both platforms provide time recording functionality.
Yes. Both platforms provide client management features, although Remindoo offers broader CRM functionality.
Yes. Companies House Sync is included within Remindoo.
Yes. Lead pipelines, lead capture forms, custom fields, and round robin assignment are included.
Xero Practice Manager is not publicly positioned as a dedicated proposal and engagement management platform.
Yes. Manual AML is included, and digital AML is available for a small fee.
From the Remindoo official website.
From the Xero official website.
Yes. Remindoo currently offers a 60-day free trial.
Yes. Xero Practice Manager is available for UK accounting firms through Xero's practice ecosystem