Custom fields & tokens
Push client-specific data into workflows, task names and emails automatically. Explore custom fields & tokens for accountants, CPAs and bookkeepers in Remindo
Push client-specific data into workflows, task names and emails automatically.
Purpose-built Custom fields & tokens software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $67.50 /month
Active workspace
Services & Workflow Automation · This week
Tokens for client, service, period and dates
Assigned · Due this week
Custom fields available as tokens
Assigned · Due this week
Used in task titles and email templates
Assigned · Due this week
Built for real practice work
Everything your team needs to run custom fields & tokens
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: Next
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 Custom fields & tokens 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 custom fields & tokens.
- 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 custom fields & tokens to the rest of your practice
Unlimited services & workflows
Build as many services as your practice offers, each with its own workflow.
Internal / external service types
Separate client-facing compliance work from internal practice jobs.
Estimated time per service
Budget each service so capacity planning and recovery are real.
Flexible frequencies
Match how the job actually recurs — monthly payroll, quarterly sales tax, annual accounts.
Trigger dates & offsets
Work backwards from the statutory date so jobs start with time to spare.
Automated task generation
The engine that keeps your practice ahead of every deadline without a planning meeting.
Plans & pricing
Get Custom fields & tokens 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 %)
Custom fields & tokens 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 %)
Custom fields & tokens 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
Custom fields & tokens is part of Remindoo's Services & Workflow Automation workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
Custom fields & tokens is included in Core and Growth with no separate add-on.
Yes. Custom fields & tokens is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Custom fields & tokens with your own clients and workflows. A card is required to begin.
Put custom fields & tokens 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 consistent client communication matters
Much of an accountant's week goes on chasing records and answering the same questions. Standard messages and timely reminders cut that chasing down.
Records arrive sooner
Reminders sent well before a deadline give clients time to send what you need.
Professional and consistent
Templates keep tone, content and deadlines accurate, whoever sends the email.
Less manual work
Tokens merge client details into messages, so one template works for every client.
A clear audit trail
Sent messages recorded on the client timeline show what was asked for and when.
Practical tips from UK practice
- Send the first records request at least six weeks before the internal deadline.
- Keep reminder emails short, with one clear action and a date.
- Review templates each tax year so dates and rules stay current.
- Use bulk emails for practice-wide updates such as new rules or office closures.
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.”
