Loved by 100+ accountants and bookkeepers.
Add Services Manager
The Add Services Manager feature in Remindoo allows accounting firms to assign a dedicated manager to each service offered to a client. This ensures clear ownership, streamlined responsibility tracking, and better service coordination.
Dedicated Service Oversight
Firms can allocate a specific team member as the Service Manager for each individual service, such as payroll, VAT filing, or bookkeeping. This manager becomes the primary point of responsibility for overseeing the service, monitoring progress, and ensuring smooth delivery.
This structured assignment eliminates ambiguity and strengthens accountability across multiple services for a single client.
Clear Responsibility Allocation
By assigning a Service Manager, firms establish a defined ownership model for each service. Team members can instantly see who is responsible for a specific service, reducing confusion and improving workflow clarity.
Improved Service Delivery
A dedicated service manager ensures:
- Timely completion of all service-related tasks
- Proactive identification and resolution of issues
- Better understanding of client needs for that service
- Stronger service-specific client relationships
This leads to more consistent, reliable, and high-quality service delivery, improving client satisfaction and retention.
Accessible from the Client Menu
The feature is integrated directly within the client’s menu, allowing managers to be assigned or updated quickly without navigating away from the service record.
The Add Services Manager feature brings structure and clarity to service-level management, ensuring every client service has dedicated oversight and accountability within your firm.
Add Services Manager for Faster Client Service Management
Easily add, organise, and manage client services from one central location with Remindoo Add Services Manager. Standardise service allocation, reduce manual admin, and ensure every client receives the correct accounting, tax, payroll, or compliance services with complete visibility across your firm.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Dedicated Service Management
Assign a dedicated manager to each client service for clear ownership, streamlined coordination, and efficient tracking across your accounting firm.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management system 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 dedicated managers to each service effortlessly, ensuring accountability, streamlined workflows, and smooth coordination across your accounting team. Start using Remindoo to manage client services with precision and efficiency.