Loved by 100+ accountants and bookkeepers.
Client Summary
Full Visibility Over Your Client Portfolio
Remindoo Client Summary dashboard provides a clear overview of your entire client base, including growth, status distribution and revenue performance. Designed for UK accountancy firms that want commercial insight, not just compliance tracking.
Total Clients Overview
Instant clarity across your portfolio.
- View total number of clients
- Monitor all client types
- Understand overall firm size at a glance
Provides a clear snapshot of your practice footprint.
Active Clients Monitoring
Track engagement levels across your firm.
- See number of active clients
- Monitor inactive clients
- Review archived clients
Supports better client relationship management and portfolio control.
New Clients in the Past Month
Measure business growth in real time.
- Track newly onboarded clients
- Monitor monthly acquisition trends
- Identify growth momentum
Perfect for tracking marketing and referral performance.
Clients Leaving
Stay aware of retention risks.
- Monitor clients who have left
- Review churn trends
- Identify patterns requiring attention
Encourages proactive client retention strategies.
Net Growth Indicator
Clear measurement of monthly movement.
- See overall client increase or decrease
- Understand portfolio momentum
- Support strategic planning
Gives partners a quick view of whether the firm is growing or contracting.
Total Revenue Overview
Track commercial performance alongside client numbers.
- View total firm revenue
- Align revenue with client growth
- Monitor financial health
Critical for forward planning and strategic investment decisions.
Client Status Distribution
Visual breakdown of client portfolio.
- Active clients
- Inactive clients
- Archived clients
Quickly understand engagement ratios across the firm.
Monthly Client Movement
Structured insight into portfolio changes.
- New onboarded clients
- Clients that have left
- Net growth summary
Supports board level reporting and management meetings.
Date Based Filtering
Analyse client performance by selected date.
- Filter by reporting date
- Review historic client data
- Support structured management reporting
Clear commercial visibility without manual spreadsheets.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Client Summary Dashboard for Commercial Insight
Gain a clear, centralised view of your entire client portfolio, including growth, status distribution, and revenue performance, tailored for UK accountancy firms.
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
Remindoo Client Summary dashboard gives your firm full visibility over client growth, status distribution, and revenue performance. Start making data-driven decisions and gain commercial insight across your portfolio today.