Loved by 100+ accountants and bookkeepers.
Create, Send and Secure Engagement in Minutes
Remindoo Proposals feature allows you to build professional proposals and Letters of Engagement within the platform and send them directly to leads by email all in one structured workflow.
No external document tools. No manual attachments. No fragmented process.
Built in Document Builder
Create proposals and Letters of Engagement inside Remindoo.
- Use structured templates
- Customise services and pricing
- Auto insert client data
- Maintain consistent branding
Every document is generated professionally and stored securely.
Send LOE Directly to Leads
Once created, your Letter of Engagement can be sent instantly via email.
- Attach proposal PDF automatically
- Select recipients
- Choose email templates
- Customise subject and message
Everything is managed within the Proposals module.
Structured Email Workflow
Maintain control over communication.
- Select predefined email templates
- Add BCC for internal visibility
- Track what has been sent
- Keep full audit trail
Ensures accountability and compliance.
Seamless Lead to Client Conversion
Move from proposal to onboarding smoothly.
- Send proposal
- Receive acceptance
- Convert lead into client
- Activate services and workflows
No duplication. No manual re entry.
Secure Document Storage
Every proposal and LOE is stored within the client record.
- Access previous versions
- Maintain document history
- Ensure regulatory compliance
Perfect for professional practice standards.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Professional Proposals & Engagement Letters
Create, send, and manage proposals and Letters of Engagement directly inside Remindoo without external tools or manual document workflows.
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
Build, send, and secure proposals and Letters of Engagement directly within Remindoo. Streamline your client onboarding process with a structured, all-in-one workflow.