Assign client & service managers
Clear ownership at both client and service level. Explore assign client & service managers for accountants, CPAs and bookkeepers in Remindoo's client manageme
Clear ownership at both client and service level.
Purpose-built Assign client & service managers software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $67.50 /month
Active workspace
Client Management · This week
Client manager for the relationship
Assigned · Due this week
Service manager per job type
Assigned · Due this week
Ownership drives dashboards and workload
Assigned · Due this week
Built for real practice work
Everything your team needs to run assign client & service managers
One clear operating view
Keep the owner, deadline, client context and next action together. Your team sees what matters without opening another spreadsheet or chasing an update.
Less repetitive admin
Standardise the steps, automate handoffs and give every person a reliable next action.
Availability
All plans
Status: Live
Made for the whole firm
Partners get visibility, managers get control and team members get a focused queue of work.
Ready quickly
Configure your defaults once, then refine them as your practice grows.
Simple by design
How Assign client & service managers works
A connected workflow from setup to review, without adding another disconnected tool.
- 0 1 Set your practice defaults Choose owners, deadlines and templates for assign client & service managers.
- 0 2 Run the work together Your team works from shared client context and clear next actions.
- 0 3 Review progress instantly See status, blockers and history without asking for manual updates.
Included in Remindoo
Connect assign client & service managers to the rest of your practice
Add clients
Create a client in seconds manually, in bulk, or via bulk import or manually.
Multiple contacts, emails & phone numbers
Real clients have more than one person — record them all with roles.
Add / remove multiple services
Attach the services a client actually buys and let workflows follow.
Bulk archive & delete clients
Tidy the list at year end without hours of clicking.
Entity management
Pull official company data in and keep it current.
Client onboarding & journey
A repeatable path from signed engagement to first job delivered.
Plans & pricing
Get Assign client & service managers from $67.50/mo
Priced per client with unlimited users. 60-day free trial. Pay yearly upfront and save 10 %.
USD · excludes sales tax
Growth
Our recommended plan — everything in Core, plus AI, analytics and priority support.
$75.00 /mo
75 clients · excl. sales tax · $1.00 per client
or $810.00 /year paid upfront (save 10 %)
Assign client & service managers included
- AI task & client summaries
- Email inbox integration & triage
- Tax liability visibility (12 months free)
- Advanced analytics, advanced employee roles & bulk comms
Core
Standard plan with all essentials included.
$67.50 /mo
75 clients · excl. sales tax · $0.90 per client
or $729.00 /year paid upfront (save 10 %)
Assign client & service managers included
- Task, client & workflow management
- Proposals, engagements & e-signatures
- Client portal & document sharing
- Leads pipeline & automated reminders
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
Frequently asked questions
Assign client & service managers is part of Remindoo's Client Management workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
Assign client & service managers is included in Core and Growth with no separate add-on.
Yes. Assign client & service managers is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Assign client & service managers with your own clients and workflows. A card is required to begin.
Put assign client & service managers to work
Start with your own clients, deadlines and team. A card is required to begin the 60-day trial.
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.”
