For accountants, bookkeepers & fractional CFOs
Help clients stay ahead of their next renewal decision.
Recurring vendor commitments can be easy to overlook. We're exploring tools that help advisors organize client renewal deadlines and make review conversations more useful.
Renewals are easy to miss until they're paid
The charge shows up after the fact
A renewal often reaches the books once it has been paid, when the window to cancel has already closed.
Notice dates hide in contracts
The last day to give notice can be weeks or months before the renewal date itself.
Nobody owns the vendor
The person who signed the contract may have moved on, so nobody decides in time.
A renewal review your client can act on
A one-page review for each client: every vendor coming up, who owns it, what it costs, when it renews, the last day to give notice and what was decided. It's a planned idea, not a feature, and we want advisors to shape it.
Advisor renewal review reports
Planned ideaMulti-client review
Planned idea
Work inside each client's workspace
- Each client company runs its own Renew Reminder Business workspace, in the web app.
- You can be added to each client's workspace at no extra cost, since seats are unlimited.
- Every vendor has an owner, who is warned before the last day to cancel.
- Each renewal decision is recorded on the vendor: renew, renegotiate or cancel.
- On the Business plan, a monthly spend report goes to the workspace's Admins.
What isn't built yet
Today you switch between client workspaces with one login; a single view across all your clients is not built yet, and neither is a client review report.
See Renew Reminder BusinessAlready open to accounting firms
Accounting and bookkeeping firms can join today. The partners page explains the program, and the partner terms are the only place its numbers are set.
- A free firm workspace
- 20% of referred clients' payments for 12 months, as set out in the partner terms
Referrals and onboarding
Send clients your partner link, or tell us which clients might want it. We set up each client's vendor list with them.
Who owns the relationship
Each client signs up for its own workspace and pays Renew Reminder for its own plan. Your firm and Renew Reminder stay independent businesses.
The terms
Which clients count, what you earn and when it's paid are set out in the partner terms, which also ask you to tell clients you receive a referral fee.
Each client's data stays separate
- Each client company is its own workspace.
- Our server checks every request against the person's membership of that workspace and their role in it.
- A company workspace and each person's own personal space are kept apart: nothing in one shows up in the other.
FAQ
Register partner interest
Tell us about your firm and your clients' renewals. Registering doesn't make your firm a partner or set up a commission.
- 1Tell us about your firm and how you'd like to work with us.
- 2We may follow up about referrals, client reviews or an interview.
- 3To join the current program now, apply on the partners page.
An IT or managed service provider? See IT & Managed Services.