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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Our comprehensive solution integrates automated task management with client communication, enabling accounting firms to enhance their client relationships while streamlining workflows for faster completion of tasks. Say goodbye to delays caused by clients' lack of responses, as our web and mobile applications transform communication and declutter your email inbox. Forget about managing a complicated tech stack; embrace Client Hub as the ultimate platform for workflow management, client interaction, a client portal, file sharing, and much more. You can easily set tasks to recur, initiate Client Tasks automatically, and receive notifications for overdue items. A standout feature is our ability to generate Client Tasks from uncategorized transactions in QuickBooks automatically. Tailored specifically for cloud accounting and bookkeeping professionals, our platform is dedicated to offering features that facilitate a seamless workflow tailored to your requirements. Share files effortlessly through mobile or drag-and-drop options, and maintain organization with client-facing and internal folders for each client, ensuring a structured approach to your operations. By choosing our solution, firms can look forward to an improved efficiency that ultimately benefits both their operations and their client satisfaction.

Description

Remindoo is an all-in-one AI practice management solution designed to modernize accounting and bookkeeping firms. It streamlines daily operations by combining task management, client records, workflows, and communication in one platform. Firms can create tasks instantly or build detailed workflows with priorities, deadlines, and assignees. Automation supports recurring work, ensuring nothing is missed during busy compliance cycles. Team collaboration is improved through comments, tagging, and shared task visibility. Time tracking tools provide insight into staff productivity and job profitability. Powerful filters and customizable views help teams stay organized at scale. Remindoo reduces manual admin work across the practice. The platform supports both internal and external deadlines in one place. This results in better control, consistency, and efficiency across the firm.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$32 per user per month
Free Trial
Free Version

Pricing Details

£19.55/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Client Hub

Founded

2017

Country

United States

Website

clienthub.app

Vendor Details

Company Name

Accotax LTD

Founded

2025

Country

United Kingdom

Website

remindoo.co

Product Features

Digital Workplace

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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