Roles & permissions
Control exactly who can see and change what. Explore roles & permissions for accountants, CPAs and bookkeepers in Remindoo's team & communication software.
Control exactly who can see and change what.
Purpose-built Roles & permissions software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $67.50 /month
Active workspace
Team & Communication · This week
Role-based access to modules and data
Assigned · Due this week
Restrict fees, payroll and sensitive clients
Assigned · Due this week
Admin, manager and staff presets
Assigned · Due this week
Built for real practice work
Everything your team needs to run roles & permissions
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 Roles & permissions 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 roles & permissions.
- 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 roles & permissions to the rest of your practice
Unlimited users
Add everyone — pricing is per client, not per seat.
Teams & team leads
Group people the way the practice is actually organised.
Reusable email templates
Say it once, well, then reuse it everywhere.
Dynamic tokens
Personalised emails without manual editing.
In-system notifications
Know what needs you without living in your inbox.
Team tagging
Tag a whole team when you need any one of them to respond.
Plans & pricing
Get Roles & permissions 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 %)
Roles & permissions 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 %)
Roles & permissions 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
Roles & permissions is part of Remindoo's Team & Communication workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
Roles & permissions is included in Core and Growth with no separate add-on.
Yes. Roles & permissions is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Roles & permissions with your own clients and workflows. A card is required to begin.
Put roles & permissions 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 knowing what each employee is working on matters
In a growing practice, the partner can no longer hold every job in their head. Clear ownership and visible workload are what stop deadlines slipping when someone is on leave, busy or new.
Clear ownership
Every client and task has a named person, so nothing sits unassigned and clients get consistent answers.
Balanced workload
Seeing tasks per person helps managers move work before one person is overloaded and another is waiting.
Cover for absence
When work, notes and history live in one system, a colleague can pick up a job without starting from scratch.
Controlled access
Roles and permissions keep sensitive client and AML data visible only to people who need it.
Practical tips from UK practice
- Group people into teams around services or client portfolios, and name a Team Lead for each.
- Review the employee task breakdown weekly, not only when a deadline is missed.
- Give new starters a limited role first, then widen access as they are trained.
- Use bulk reassignment when someone leaves or goes on holiday, rather than moving tasks one by one.
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.”
