Loved by 100+ accountants and bookkeepers.
Clients by Type
The Clients by Type section provides a detailed breakdown of your portfolio by client category, helping you understand service concentration and revenue contribution. This allows firms to think strategically about pricing, positioning and growth.
Client Type Distribution
View clients grouped by type.
- See total count per client type
- Understand service concentration
- Identify key growth segments
Useful for firms offering services to landlords, directors, partnerships and limited companies.
Active, Inactive and Archived Status
Track client engagement levels within each type.
- Monitor active clients
- Identify inactive relationships
- Review archived accounts
Supports better portfolio management.
Draft and Frozen Clients
Maintain visibility of pipeline and paused engagements.
- Track draft client records
- Monitor temporarily frozen accounts
- Avoid losing track of future opportunities
Encourages structured onboarding control.
Revenue by Client Type
Understand commercial contribution.
- View revenue generated per client category
- Identify high value segments
- Support pricing and strategic planning
Essential for firms looking to scale profitably rather than simply grow in size.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Clients by Type: Analyse Your Portfolio Strategically
Visualise your client base by category to understand service distribution, revenue contribution, and make informed strategic decisions.
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.
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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.
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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.
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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 Clients by Type feature gives accounting firms a clear breakdown of clients by category, helping you analyse service concentration, revenue contribution, and make smarter growth decisions. Start segmenting your client base efficiently and plan strategically.