Loved by 100+ accountants and bookkeepers.
Create Lead
Capture and Qualify Enquiries in Seconds
Remindoo makes it simple to add new leads manually, ensuring every opportunity is recorded correctly from the start.
Structured. Clear. Professional.
Simple Step-by-Step Entry
The lead creation process is divided into clear stages.
- Basic information
- Contact details
- Attachments and custom fields
This ensures nothing important is missed during entry.
Essential Contact Information
Capture key details at the outset.
- Lead name
- Email address
- Mobile number with country code
- Internal notes
All stored securely within the CRM
Import from Companies House
For UK businesses, import company data directly from Companies House.
- Pull official company information instantly
- Reduce manual entry errors
- Speed up qualification
Ideal for accountancy practices working with limited companies.
Additional Details When Needed
For UK businesses, import company data directly from Companies House.
- Pull official company information instantly
- Reduce manual entry errors
- Speed up qualification
Ideal for accountancy practices working with limited companies.
Save or Continue Workflow
- Save and exit for later
- Proceed to next steps immediately
Remindoo ensures every enquiry moves smoothly from initial capture to active pipeline management.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Create and Capture New Leads with Structured Lead Management
Add and manage new enquiries quickly with Remindoo structured lead creation system designed to keep your accounting firm’s sales pipeline organised and professional.
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
Quickly create and record new leads in Remindoo to ensure no enquiry is missed. Keep your pipeline organised, structured, and ready for conversion.