Loved by 100+ accountants and bookkeepers.
Centralised Client Information
Remindoo’s Centralised Client Information feature brings all relevant client data into a single, structured window and gives accounting firms complete visibility and control at a glance. Instead of switching between systems, spreadsheets, and email threads, your team can access everything from one central dashboard.
Complete Client Overview in One Place
The centralised view displays all key client data in a clear, organised layout. It includes:
- Client name and status (Not started, In-Progress,Completed etc.)
- Assigned team members
- Service managers
- Contact email details
- Related clients
- Engagement status indicators
This ensures your firm always has a real-time snapshot of every client relationship.
Operational Metrics & Performance Insights
Remindoo enhances client visibility with high-level financial and time-tracking summaries. Following key insights are available:
- Total fees
- Total hours allocated
- Spent hours
- Available hours
This helps firms monitor engagement performance and resource allocation without running separate reports.
Team Accountability & Assignment Visibility
The centralised dashboard clearly displays assignees and service managers linked to each client. This improves responsibility tracking, reduces internal confusion, and strengthens workflow coordination.
Search & Quick Access Functionality
With built-in search and filtering capabilities, firms can instantly locate specific clients without navigating through complex folders or systems.
Designed for Clarity, Control & Efficiency
Centralised Client Information ensures that every department works from the same accurate dataset. It reduces duplication, improves transparency, and enhances decision-making across the firm.
With Remindoo, your entire client portfolio lives in one organised, intelligent system, built specifically for accounting practices.
Centralised Client Information for Better Practice Visibility
Keep all client records, documents, communication history, deadlines, and service details in one centralised location. Remindoo helps accounting firms access accurate client information quickly, improve collaboration across teams, and reduce time spent searching across disconnected systems.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Centralised Client Information for Accounting Firms
Access all client records, communication, and financial details in one organised dashboard within Remindoo’s accounting practice management software.
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
Access every piece of client data from a single structured dashboard. With Remindoo, your accounting firm can eliminate scattered spreadsheets and emails while gaining complete visibility over client records.