Loved by 100+ accountants and bookkeepers.
Custom Fields and Data Tokens
Every accounting practice has unique operational requirements. The Custom Fields & Data Tokens feature allows firms to create flexible, data-driven workflows that adapt to different client needs.
Custom Data Collection
Firms can create custom fields to store client-specific information relevant to workflows, services, and reporting.
Examples include:
- Tax references
- Filing frequencies
- Industry-specific data
- Internal notes
Dynamic Workflow Adaptation
Custom fields can be linked directly to trigger dates and automated workflows, allowing services to adjust dynamically based on stored data.
This creates highly flexible operational automation.
Token-Based Workflow Personalisation
Data tokens can be inserted into:
- Task descriptions
- Reminder emails
- Workflow notes
- Client communication templates
This allows real-time data population without manual editing.
Scalable Workflow Management
As firms grow, templates and workflows can evolve without rebuilding entire systems from scratch.
This supports:
- Rapid service expansion
- Better operational scalability
- Reduced administrative overhead
- Long-term workflow flexibility
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Custom Fields and Data Tokens for Smarter Data Management
Capture and organise client-specific information using custom fields, then automatically reuse that data across tasks, templates, and communications with data tokens. This ensures accuracy, reduces manual entry, and keeps your accounting workflows consistent, scalable, and efficient.
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
Add or remove multiple services at once in Remindoo to keep client profiles up-to-date, maintain flexibility, and ensure operational efficiency