Remindoo brings client management, tasks, deadlines, workflows, proposals, AML records, documents and team communication into one connected platform built for UK accountants and bookkeepers.
Trusted by accountancy firms using Remindoo
See the workflow
Explore the interactive walkthrough to see how a UK accountancy practice can manage client work from one connected system.
Bring tasks, clients, services, communication, leads, proposals, documents and practice insights together. Open any module to explore its features.
Every job in the practice, created, assigned, tracked and closed in one place.
One authoritative client record, contacts, services, deadlines, fees and compliance.
Define a service once and let Remindoo raise the right jobs at the right time, forever.
Unlimited users, clear roles and every conversation attached to the work.
Capture inquiries, work the pipeline and convert to a client without re-keying anything.
Priced proposals, engagement letters and signatures, then straight into onboarding.
Connect your mailbox so client email becomes tracked work instead of a private pile.
A secure, branded space where clients see what you need and what is happening.
Live numbers on workload, deadlines, capacity, team performance and revenue.
Connected practice
Connect the services your practice already uses and keep client work moving from one place.
Switch & Save
Compare a per-user software stack with Remindoo's per-client model, or estimate the business impact of cleaner workflows.
Estimated saving
£4,433per year
Based on 1 selected tool, 200 clients and 5 users.
Prices checked against public vendor pages on 25 September 2025; some vendors price in US dollars and rates change. Edit the monthly figure to match your actual bill for an accurate comparison.
No hidden fees, no surprises. Per-client pricing with unlimited users, whether you are just starting or expanding fast, there is a plan for you.
Calculated for 1 clients.
Switch to yearly billing to save 10% and include a 10% client-growth allowance.
60-day free trial · No per-user charges
Real reviews from accountants and bookkeepers using Remindoo, published independently on Trustpilot.
“We never realised how much we were losing through untracked leads and unsigned letters of engagement. With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place. AutoChaser, automation and built-in AML are the icing on the cake. It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands. Highly recommended.”
“We've recently started using Remindoo to streamline our accounting practice and it has made a noticeable difference to the way we manage our day-to-day operations. The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place. The automation and reminders have helped our team stay on top of recurring work and reduced a lot of unnecessary admin. Great software, excellent support and a team that understands the needs of modern accounting practices. Highly recommended!”
“I recently switched over to Remindoo CRM and I've been genuinely impressed with both the software and the team. During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use. Changing systems can normally be stressful and time-consuming, but they made the whole process completely stress-free. The software itself is also brilliant, it has everything I need in one place and is really easy to use. I would definitely recommend Remindoo!”
“Remindoo has made a real difference to how we manage our accounting practice. It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team. The automated reminders and task templates reduce manual follow-ups and help ensure that important filing deadlines are not missed. The system is straightforward to use, flexible enough to suit our processes and has a clean, modern interface. I would highly recommend Remindoo to accountants and bookkeepers looking for a practical and reliable practice-management system.”
Remindoo is practice management and CRM software for UK accountants and bookkeepers, covering leads, proposals, AML, clients, tasks, deadlines and communication.
No. Remindoo is priced per active client with unlimited users, so your whole team can work in the system without per-seat fees.
Yes. Remindoo is built around UK practice workflows including Companies House sync, AML records, VAT, CT600, CS01, payroll and CIS templates.
Yes. Remindoo offers migration help so practices can move client records, workflows and recurring services into a cleaner operating system.
Remindoo is used by UK accountancy and bookkeeping practices, from sole practitioners to multi-team firms, including practices that offer accounts, tax, payroll, VAT and bookkeeping services.
For many practices, yes. Leads, proposals with e-signatures, client records, tasks, deadlines and email sit in one system, so fewer separate tools are needed. Check your own requirements in a demo.
Yes. Service templates and recurring tasks repeat work such as VAT, payroll and year-end accounts on each client's own dates.
Yes. Remindoo sends scheduled reminders and document requests through the client portal, follows up automatically and shows what each client still owes, so your team stops chasing by hand.
Yes. Recurring tasks run on each client's own dates, custom fields capture the details your firm needs, and reminders go to clients and staff. Pricing is per client with unlimited users.
Remindoo syncs Companies House filing dates and tracks HMRC work, including MTD, for every client. It manages the work and deadlines; you file through your usual filing software.
Yes. Remindoo has a 60-day free trial. After that, you pay per active client with unlimited users.
Yes. Clients can view documents you share with them, sign documents and complete items you send them through the client portal.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
Accredited by ICAEW and rated Excellent on Trustpilot
Trusted by firms regulated by the following professional bodies
