Loved by 100+ accountants and bookkeepers.
Add Client Manager
The Add Client Manager feature in Remindoo allows accounting firms to assign a dedicated manager to each client directly from the Clients menu. This ensures clear ownership, stronger client relationships, and better internal coordination.
Dedicated Client Oversight
Firms can allocate a specific team member as the Client Manager for each client. This individual becomes the primary point of responsibility for overseeing the engagement, maintaining communication, and ensuring smooth service delivery.
This structured assignment eliminates ambiguity and strengthens accountability.
Clear Responsibility Allocation
By assigning a Client Manager, firms create a defined ownership model. Everyone within the team can instantly see who is responsible for managing the client relationship, reducing confusion and improving workflow clarity.
Improved Relationship Management
A dedicated manager ensures:
- Consistent communication
- Better understanding of client needs
- Proactive issue resolution
- Stronger long-term relationships
- This improves client satisfaction and retention.
- Accessible from the Client Menu
The feature is integrated directly within the Client’s interface, allowing managers to be assigned or updated quickly without navigating away from the client record.
The Add Client Manager feature brings structure to client relationship management, ensuring every client has clear ownership and consistent oversight within your firm.
Add Client Manager for Better Client Ownership and Team Accountability
Assign dedicated client managers to maintain clear ownership, improve communication, and ensure every client relationship is managed efficiently. Remindoo helps accounting firms centralise responsibility, streamline collaboration, and maintain full visibility across client interactions and ongoing services.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Dedicated Client Manager Assignment
Assign a responsible client manager to each client to ensure clear ownership, stronger relationships, and better coordination across your accounting team.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track VAT, Corporation Tax, PAYE, and Self Assessment Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Assign a responsible client manager to every client and ensure clear accountability across your accounting firm. With Remindoo, improve internal coordination, build stronger client relationships, and keep every engagement properly managed from day one.