Remindoo feature
Add in categories for Accountants
Add in categories in Remindoo helps UK accountancy teams standardise work, keep client context close and move deadlines forward with fewer manual checks. It connects to the wider practice workflow so owners, dates and next actions stay visible.
How to do it in Remindoo
- Open Proposal Settings.
- Review the entity categories and their products and packages.
- Open Products to review frequency and category assignments.
Categories by entity type
Categories such as Registered Overseas Entity, Northern Ireland, Royal Charter or Industrial and Provident Society, each with its own products and packages; also Variables, Ranges, Products and Packages tabs.
Products
Products with frequencies (weekly to yearly) and the entity categories they apply to.
How does it work?
Create the rule
Keep the process clear for partners, managers and the delivery team.
Apply it to client work
Keep the process clear for partners, managers and the delivery team.
Review progress
Keep the process clear for partners, managers and the delivery team.
Frequently asked questions
Add in categories is a Remindoo feature for organising accountancy work with clear owners, statuses and client context.
Yes. Remindoo is built around UK practice terms, deadlines and workflows including VAT, CS01, CT600, payroll and CIS.
Yes. Remindoo connects feature workflows to client services and repeat tasks.
Loved by 100+ accountants and bookkeepers.
The Add in Categories feature in Remindoo allows accounting firms to organise products and services into structured groups, enabling faster selection when creating a proposal. By categorising offerings, firms can reduce the time spent searching through long lists, improve workflow efficiency, and maintain consistency across client proposals.
Organised Proposal Items
Categories provide a clear structure for all products and services. Each category can include:
- Category Name and Description: Clearly identify the purpose or scope of the group.
- Associated Products and Packages: Link related services and products for quick access.
Efficient Management
Categories can be easily created, edited, or deleted :
- Create: Add a new category with a name and optional description for context.
- Edit: Update category details to reflect changes in services or offerings.
- Delete: Remove outdated or redundant categories from the catalogue.
Benefits
By grouping services and products into categories, firms can:
- Quickly locate the right items when building proposals
- Streamline proposal drafting for faster client delivery
- Maintain a structured, professional presentation in all proposals
- Reduce errors or omissions caused by disorganised lists
Overall, Add in Categories enhances the usability of Remindoo’s proposal system, helping firms manage their offerings efficiently while delivering clear, consistent, and client-ready proposals.
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Structured Product & Service Categorisation
Organise your firm’s products and services into clear categories for faster proposal creation, consistent client offerings, and improved workflow efficiency.
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
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The Companies House integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeper @ Bean Counter
The Add in Categories feature lets accounting firms structure offerings into clear groups, making proposal creation faster, more consistent, and more efficient. Start streamlining workflows with Remindoo today.
Every deadline. Every client. One system.
60-day free trial + free data migration + a free onboarding call
We move your clients, contacts, services and deadlines across for you, then walk your team through setup.
See it in action
More walkthroughs
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Annie, Product Lead at 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.”
