Features

Admin Hub for Seamless Management

Remind Suit simplifies task, document, and client management with a secure admin portal and user-friendly client app.

Profile

User Management

RemindSuit simplifies user management with centralized control, secure access, and customizable permissions for effortless administration.

Admin Login & 2FA Security: Secure access to the admin portal with two-factor authentication to protect sensitive client data.

Employee Management: Centralised control over all users, including creating new users with different access levels for streamlined permissions.

DashBoard

Analytical Dashboard

RemindSuit provides an intuitive analytical dashboard, offering real-time insights and data visualization to help teams make informed decisions quickly.

Task Status Overview: Track task statuses across employees to help administrators and managers monitor productivity.

Daily Task View: Quick access to daily assigned tasks for efficient task monitoring.

TaskDetail

Task Management

RemindSuit enhances task management by enabling teams to organize, prioritize, and track tasks efficiently, ensuring deadlines are always met.

Task Creation & Types: Set up one-time or recurring tasks, categorised by types (e.g., ITR Filing, Audit) to maintain clarity on task requirements.

Task Groups & Custom Workflows: Link tasks to task groups and create custom workflows that unlock specific tasks based on group completion status, ensuring sequential task completion.

Task Tracking & History: Maintain a detailed activity log of each task’s progress, edits, and deletions, enabling transparency in task management.

DashBoard

Client Management

RemindSuit streamlines client management with centralized client profiles, enabling easy tracking of interactions, progress, and personalized communication.

Client Profiles & Grouping: Create detailed profiles and organise clients into groups (e.g., family or corporate) for better management and communication.

Document Management & Expiry Tracking: Store and manage client documents with options to set expiry dates and filter by document status for better document oversight.

Document reminders: Automated reminders reduce manual tracking and ensure clients are aware of deadlines.

Profile

Personalized Task Management

RemindSuit offers personalized task management, allowing teams to prioritize, assign, and track tasks tailored to their unique workflow.

Custom Task Lists: Filter tasks based on the user role (Admin, Manager, Employee, or Client) to reduce task clutter and enhance focus.

Live Updates & Tracking: Real-time task status updates minimise follow-up calls and improve client communication.

User-Specific Task Calendars: Visualise tasks on a calendar for efficient time management and priority setting.

TaskDetail

Reports

RemindSuit simplifies reporting with customizable, real-time insights, helping teams track performance and make data-driven decisions effortlessly.

User Reports: Generate reports for completed, pending, or overdue tasks by user to identify areas needing improvement.

Bulk Actions: Update task statuses or send document reminders in bulk for faster administrative management.

Profile

Notifications

RemindSuit keeps teams informed with real-time notifications, ensuring important updates and deadlines are never missed, all in one platform.

Task & Document Alerts: Alerts for task completions, overdue tasks, or document expirations keep users informed.

Security

Enhanced Security

RemindSuit strengthens security with two-factor authentication and cloud backups, ensuring your data is secure and always accessible.

OTP-based Login: Adds an extra layer of security during login.

Cloud Backup: Integrates with OneDrive and Google Drive to backup important documents to prevent data loss.