Remindoo

Practice management software and CRM for UK accountants

Remindoo is the all-in-one practice management software and accounting CRM built for UK accountants, bookkeepers and tax advisers. It is designed and run by a practising chartered accountant and is ICAEW Technology Accredited. It covers the full client lifecycle: a leads pipeline with an automated leads chaser, proposals and letters of engagement with built-in e-signature, built-in AML checks and risk assessment with no third-party sign-up, task management with automated reminders and client chasing, email triage, a client portal, and staff timesheets, a live timer, time tracking and capacity planning. Remindoo connects directly with HMRC and Companies House, syncs with Xero, QuickBooks, Sage and FreeAgent, and takes payments through Stripe, GoCardless, PayPal and Adfin. Pricing starts from 19p per client per month with unlimited users, AML checks start from £1, and every plan includes a 60-day free trial.

Category: Sales & CRM. Pricing: paid. Visit website

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