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Best Practice Management Software and CRM for Accountants & Bookkeepers
Designed for accountants and bookkeepers, remindoo helps you manage leads, proposals, tasks, clients, workflows, deadlines, automated reminders, document sharing, client portals, e-signatures, AML compliance, risk assessments, and client communications—all from one centralised system.
Replace spreadsheets with a structured practice management platform that gives your firm complete visibility, greater control, improved efficiency, and the ability to scale with confidence.
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Your Business Details
Remindoo is an all-in-one practice management software for UK accountants that brings tasks, clients, workflows, and deadlines into one central platform. It eliminates the need for spreadsheets and disconnected tools. With everything in one place, firms can manage work more efficiently, improve team visibility, and ensure nothing is missed as workloads grow.
Many accounting firms still rely on spreadsheets, emails, and disconnected tools to manage client work. As the number of clients and deadlines grows, this approach quickly becomes difficult to control. Tasks are tracked manually, updates are scattered across different systems, and there is no single source of truth for the team.
Without a structured practice management system for accountants, it becomes easy to miss deadlines, duplicate work, or lose visibility across ongoing tasks. Team members may not have clarity on priorities, and managers often struggle to monitor progress in real time.
This lack of organisation not only affects internal efficiency but can also impact client service. Delays, errors, and last-minute work create unnecessary pressure on teams. To manage growing workloads effectively, accounting firms need a centralised system that brings tasks, workflows, and deadlines together in one place.
Practice management software for accountants is a centralised system designed to help accounting firms manage tasks, workflows, clients, and deadlines in one place. Instead of relying on spreadsheets or multiple disconnected tools, firms can organise all their work within a structured platform.
It allows accountants to create and assign tasks, set deadlines, automate recurring work, and track progress across clients and services. From year-end accounts and VAT returns to payroll and compliance tasks, everything can be managed through clearly defined workflows.
By using a practice management software for uk accountants like remindoo, firms gain better visibility over their workload, improve team coordination, and reduce the risk of missed deadlines. It creates a more organised and efficient way to manage day-to-day operations, especially as the firm grows and handles more clients.
Remindoo is a complete practice management software for UK accountants designed to manage clients, tasks, workflows, and deadlines from one central dashboard. By replacing scattered spreadsheets and disconnected systems, it helps accounting firms improve efficiency, increase visibility, and keep every job on track.
Remindoo is a complete practice management system for UK accountants, designed to manage tasks, workflows, clients, and deadlines in one central platform. From year-end accounts and VAT returns to payroll and compliance work, everything is organised within a structured system. By replacing spreadsheets and disconnected tools, firms gain better visibility, automate recurring work, and manage client services more efficiently as they grow.
Remindoo is designed around the way accounting firms actually operate. Whether you are handling accounts, VAT, payroll, tax returns, or company secretarial work, the platform supports your workflows with structured task management and automated processes.
Manage all client information in one place, including services, deadlines, notes, documents, and communication history. Everything related to a client is centralised and easy to access.
Whether you have a handful of clients or thousands, Remindoo is built with scalability in mind. Unlimited users and flexible workflows ensure the system grows with your firm.
Recurring services automatically generate tasks and reminders based on internal and external deadlines, ensuring nothing is missed. Your team always knows what needs to be done, by whom, and by when.
Remindoo helps firms track workload, time spent on tasks, and team performance. Managers gain visibility into capacity, deadlines, and productivity, making it easier to manage growing teams.
With automation, templates, and integrated workflows, Remindoo reduces manual tracking and administrative work, allowing your team to focus more on delivering value to clients.
Built for modern practices with powerful features that scale with your growth
Practice management software for accountants helps firms manage tasks, workflows, deadlines, clients, and team collaboration from one central platform. It replaces spreadsheets and disconnected tools with structured workflows and real-time visibility.
Practice management software helps accounting firms standardise processes, reduce missed deadlines, improve team accountability, and gain full visibility across client work. It makes managing recurring and compliance-driven work significantly more efficient.
Yes. Practice management software for accountants is designed to fully replace Excel trackers by automating task creation, deadlines, reminders, and checklists reducing manual errors and improving consistency.
Absolutely. Practice management software for accountants is suitable for both small and growing firms, allowing solo practitioners and small teams to manage work efficiently while scaling without adding complexity.
Most accounting firms can set up practice management software within a short time by configuring services, workflows, and clients. With structured onboarding, firms can start managing real client work quickly.
Yes, Remindoo practice management software for accountants is cloud-based, allowing secure access from anywhere and supporting remote or multi-office accounting teams.
Remindoo is a practice management software for accountants built to scale with growing firms, offering workflow automation, customisation, cloud access, and dedicated support to manage daily operations efficiently.
Both packages include the full practice management foundation task management, client management, workflow automation, proposals, and analytics.
The Growth package includes additional advanced features such as AI-powered summaries, email inbox integration, tax liability visibility ( this is complimentry for 12 months), bulk client communication tools, advanced analytics, and multi-factor authentication.
You can view the full breakdown in the feature comparison section.
Remindoo uses a simple per-client pricing model.
At the end of each billing period, we calculate the highest number of active clients during that month, and invoice you according to your selected package.
There are no charges per user, so your entire team can use the platform without additional cost.
Remindoo is built specifically for accounting and tax firms. It combines task management, client management, workflow automation, proposals, and reporting in one system. The platform focuses on automation, visibility of deadlines, and improving team productivity, helping firms manage compliance work more efficiently and reduce administrative workload.
Yes. Data security is a key priority.
Remindoo uses secure infrastructure and modern security practices to protect your data. The system also supports role-based permissions and multi-factor authentication, ensuring only authorised users can access sensitive information.
Most firms can get started very quickly.
Remindoo includes pre-built service templates, workflows, and accounting processes, which makes setup much easier. Once your clients are added or migrated, you can begin using the system almost immediately.
Yes. Remindoo works whether you have one client or thousands.
Small firms benefit from structured workflows and automation, while growing firms can scale without changing systems. The platform is designed with long-term scalability in mind.
Yes. Our team can assist with migrating your client data from other systems.
We usually charge a small fee per client for migration, depending on the complexity of the data. Please contact [email protected] for more information.
Clients that are marked as Active or Frozen are included in billing, as they are still considered part of your client database.
Clients that are archived or deleted are not counted.
Yes. With our Services & Workflows Automation, you can schedule automated recurrence intervals for ongoing jobs like weekly payroll, monthly VAT returns, and annual year-end accounts.
Yes. Remindoo features a native Companies House integration that allows you to import company details and onboard clients in minutes. It also includes AML scoring tools to help your practice remain effortlessly compliant.
To keep your workspace clean and efficient, Remindoo allows you to select multiple tasks at once to perform bulk reassignments, bulk deleting, bulk archiving, or "bulk snoozing" (postponing non-urgent tasks simultaneously).
Yes. Remindoo features comprehensive role-based access controls, letting you set up customized employee roles and detailed permissions so team members only see the clients, leads, or financial data relevant to them.
Yes. Using our no-code drag-and-drop document builder, you can generate professional proposals and letters of engagement, send them directly via email, collect secure e-signatures, and instantly convert won leads into active clients.
You can add unlimited users to Remindoo. There are no additional charges for adding team members, allowing your entire firm to collaborate on the platform.
Yes. Remindoo allows you to control roles, permissions, and visibility. You can restrict access based on:
This ensures the right team members only see the information relevant to them.
We provide a suite of built-in accounting calculators designed to save you time when cross-checking client figures, including:
VAT, Corporation Tax, and Capital Gains Tax Calculators
Self-Employed Tax and CIS Calculators
Employer National Insurance (NIC) and Student Loan Repayment tools
Yes. To ensure your team standardizes their delivery and meets strict UK compliance rules, we offer pre-built operational checklists for Year-End Accounts, Bookkeeping, Payroll, Confirmation Statements, and Company Formations.
You can access our comprehensive "How-To Guides" directly from the resources menu. These offer step-by-step instructions on setting up automated reminders, connecting custom email domains, and configuring workflow triggers.
Yes! We believe in transparent development. You can review our public Roadmap to see what features we are working on next, browse the Changelog for recent updates, and submit your own ideas through the Feature Request page.
