Review Total Fee

Loved by 100+ accountants and bookkeepers. Review Total Fee The Review Total Fee feature in Remindoo allows accounting firms to instantly view a client’s overall billing structure and fee details directly from the Client Profile. This provides comple

Loved by 100+ accountants and bookkeepers.

The Review Total Fee feature in Remindoo allows accounting firms to instantly view a client’s overall billing structure and fee details directly from the Client Profile. This provides complete financial visibility without the need to check separate billing systems.

From the Client Profile, navigate to Internal Information.

Here, you can clearly see the client’s fee structure, including:

This gives firms a quick snapshot of the client’s total billing arrangement in one place.

All fee details are stored within the client’s internal record, ensuring financial data remains organised and easily accessible. This eliminates the need to cross-reference spreadsheets or external notes to confirm agreed pricing.

The feature clearly displays whether fees are inclusive or exclusive of sales tax, reducing billing confusion and ensuring accurate invoicing and financial reporting.

With instant access to total fee information, firms can:

By keeping fee information accessible within the client profile, managers and team members can easily understand the commercial arrangement without relying on verbal updates or separate documentation.

The Review Total Fee feature enhances billing transparency and financial clarity, ensuring your firm always has accurate, immediate insight into each client’s fee structure in Remindoo.

Built for modern practices with powerful features that scale with your growth

Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.

Director @ BNW Accountants

The compliance management is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.

Director, Taxaccoelga Chartered Accountants

Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.

Director @ Naseems

Managing deadline and task is much easier with remindoo, the most easy to use CRM.

Bookkeper @ Bean Counter

View and manage your client’s total fees instantly within Remindoo. Ensure complete visibility over billing and maintain control without juggling multiple systems.