Loved by 100+ accountants and bookkeepers.
Client Growth Trend
Track Portfolio Movement Over Time
Remindoo’s Client Growth Trend dashboard provides a clear visual representation of how your client base is evolving over a selected period. It allows partners to monitor growth, identify patterns and make informed commercial decisions.
Designed for UK accountancy firms focused on structured expansion.
Visual Growth Tracking
Monitor client numbers across a chosen date range.
- See growth trends over time
- Identify sudden increases or declines
- Track stability of your active client base
Gives you clarity beyond static totals.
Filter by Client Status
Analyse growth based on client category.
- Review active clients only
- Assess inactive or archived movements
- Understand portfolio health at a deeper level
Supports accurate commercial forecasting.
Date Range Analysis
Customise reporting to suit your review period.
- Select From Date and To Date
- Review weekly, monthly or quarterly movement
- Support board level reporting
Ideal for management meetings and performance reviews.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Client Growth Trend Dashboard
Visualise client portfolio changes over time and gain actionable insights to drive strategic growth for 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
Monitor your firm’s client base over time with Remindoo Client Growth Trend dashboard, identifying growth patterns and making smarter business decisions in one centralised view.