Loved by 100+ accountants and bookkeepers.
Create Templates
The Create Templates feature in Remindoo enables accounting firms to design reusable, structured proposal frameworks that streamline client onboarding and eliminate repetitive drafting. By creating once and reusing indefinitely, firms ensure consistency, professionalism, and efficiency across all proposals.
Reusable Proposal Frameworks
Firms often prepare proposals for bookkeeping, payroll, VAT, year-end accounts, and advisory services. Manual creation can lead to inconsistencies in wording, pricing, and formatting. Remindoo’s templates allow firms to:
- Standardise language across partners and teams
- Maintain consistent pricing and formatting
- Reduce preparation time and improve internal alignment
Drag-and-Drop Document Builder
The no-code document builder provides an intuitive interface to create professional proposals without technical assistance. Key elements include:
- Text Elements: text blocks, headings, images
- Form Elements: signature fields, text input, checkboxes, radio buttons, date pickers
- Business Elements: pricing tables, service packages
A built-in search bar enables rapid element selection, ensuring organised, client-ready proposals.
Custom Header & Footer Controls
Firms can maintain consistent branding and compliance by:
- Adding logos and contact details
- Including regulatory disclosures
- Standardising formatting across all templates
Template Library & Automation
Remindoo built-in library offers pre-structured proposal formats, searchable and customisable to specific services. Variables and merge fields enable dynamic content insertion (e.g., client name, service details, engagement dates), reducing manual errors and enhancing personalisation.
Ensuring Consistency & Compliance
Centralised templates maintain controlled language, pricing, and engagement terms. Approved templates help:
- Standardise partner communications
- Ensure compliant and clear scope descriptions
- Minimise outdated document usage
Benefits
Accounting firms gain faster proposal drafting, professional branding, reduced compliance risk, and improved onboarding efficiency. Overall, the Create Templates feature empowers firms to deliver consistent, accurate, and professional proposals at scale, enhancing client confidence and engagement.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Proposal Templates for Accounting Firms
Create structured proposal templates once and reuse them across clients to maintain consistency, professionalism, and faster onboarding.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software 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
Design reusable proposal templates once and streamline client onboarding with consistent, professional proposals across your entire firm.