September 4, 2026

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Features

Quick Task Creation

Create tasks instantly with minimal input, keeping your workflow fast and efficient.

Detailed Task Creation

Add priorities, assignees, and deadlines to build fully detailed and structured tasks.

Recurring Task

Automate repeating jobs by setting flexible recurrence schedules for ongoing tasks.

Customise Task Page View

Adjust layouts and views to fit personal preferences or team workflows.

Strong Filters

Narrow results by tags, deadlines, assignees, or status to stay organised.

Task Card

See all essential task information at a glance in card format.

Task Details View

Expand tasks for complete information, attachments, subtasks, and notes in one place.

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Client Journey

Track full client lifecycle from onboarding to ongoing services.

Client Onboarding

Simplify client setup with structured steps and automation.

Companies House Sync

Automatically fetch company details and filing deadlines.

Manual AML - Risk Assessment

Record and store Anti-Money Laundering checks manually.

Centralised Client Information

Store all client info, services, documents, and notes in one profile.

Client Card

Quickly view essential client info without opening full profile.

Client Timeline

View chronological history of tasks, services, and communications.

Client Notes

Add and update notes to capture important client details.

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Employee Reporting

Employee Reporting dashboard gives real time view of capacity, productivity and deadline performance

Engagement and Collaboration

Enhance team engagement and client collaboration with real-time communication and shared tasks one centralised platform.

Employee Task Breakdown

Break down employee tasks into clear, manageable steps to improve visibility, accountability, and overall team productivity

Service Time Analysis by Employee

Track and analyse employee work hours to measure productivity, optimise resource allocation, and improve overall team performance.

Work and Utilisation

Monitor team workload and utilisation in real time to balance capacity, improve efficiency, and ensure resources are used effectively across all tasks.

Client Summary

A concise overview of client details, services, activity, and key information in one centralised view.

Client Growth Trend

Tracks client acquisition, retention, and overall growth patterns to help accounting firms measure performance and scale efficiently.

Clients by Type

Categorise and manage clients by type to streamline workflows, assign relevant services, and improve visibility across your accounting practice.

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Automated Reminders

Automated Reminders ensures that critical follow-ups and obligations are always communicated on time

Service Template

Service Templates in Remindoo allows firms to create structured, reusable service frameworks that standardise delivery, improve efficiency, and reduce manual setup work.

Flexible Settings

Flexible Settings allows firms to configure recurring services based on custom frequencies and operational timelines.

Task and Subtask Templates

Task and Subtask templates allows firms to standardise every stage of work delivery through structured operational checklists.

Estimated Time Allocation

Estimated Time Allocation helps firms forecast operational capacity using predefined service durations.

Trigger Date

Link a trigger date to custom fields for automated scheduling and reminders.

Add Custom Fields and Data Token

Custom Fields & Data Tokens allows firms to create flexible, data-driven workflows that adapt to different client needs.

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Create Team & Select Team Lead

Build teams, assign leaders, and view them in groups.

Add / Invite New Users

Invite unlimited users to the system with simple onboarding.

Create Email Templates

Build unlimited reusable email templates for tasks, reminders, and client communication.

Setup Employee Roles & Permissions

Define user roles and control access with detailed permission settings.

Send Emails from Your Domain

Connect your domain to send branded, professional emails directly.

Create Tokens

Generate dynamic tokens for tasks and emails to personalise communication automatically.

See Notifications

Receive real-time system notifications and mark them as read when actioned.

Create Your Own Profile

Personalise your profile with details, profile picture, and preferences.

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Create Lead

Track, organise, and manage leads through the complete sales cycle.

Custom Lead Fields

Add notes to record conversations, updates, and client requirements.

Round-Robin Lead Assignment

Remindoo Round-Robin Selection ensures incoming leads are automatically assigned to selected team members in a structured and balanced manner.

Custom Lead Statuses

Manage lead progress using custom statuses reflecting each sales stage.

Lead Capture Forms

Fully customisable lead capture forms that feed directly into your CRM

Leads Overview

Leads table in Remindoo gives you a structured, real-time view of all enquiries in one place.

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Create Templates

Build reusable proposal templates to save time and maintain consistency.

Create Products & Services

Add products or services into a catalogue for faster proposal creation.

Add in Categories

Organise services into categories for quick and structured selection.

Import Lead & Proposal History

Import Lead & Proposal History ensures your firm starts with complete visibility.

Create, Send and Secure Engagement

Proposals allows you to build professional proposals and Letters of Engagement within the platform and send them directly to leads by email all in one structured workflow.

Get E-Signature

Collect secure electronic signatures to approve proposals faster.

Strong Filter

Strong Filters ensures you can instantly narrow down proposals by specific conditions and retrieve exactly what you need in seconds.

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Resources

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Explore and stay updated with our latest insights, tips, and stories on our blog!

How to Guides

Clear, actionable guides showing you how to complete tasks efficiently.

Getting Started

Everything you need to begin—simple steps, basics, and setup instructions.

Troubleshooting & Errors

Quick solutions to common issues, errors, and problems you may encounter.

Year End Accounts & CT600 Checklist

Ensure your company’s year-end accounts and CT600 corporation tax return are accurately prepared, reviewed, and submitted on time to HMRC.

Confirmation Statement Checklist

Prepare and submit your company’s annual confirmation statement to Companies House, ensuring all shareholder and company information remains accurate and compliant.

Bookkeeping Checklist

Maintain up-to-date records of all income, expenses, and financial transactions, ensuring accuracy for management accounts, VAT, and year-end reporting.

Management Accounts Checklist

Prepare monthly or quarterly management accounts to monitor cash flow, track financial performance, and support informed business decisions effectively.

Payroll Processing Checklist

Process all employee payrolls accurately, calculate deductions, pensions, and PAYE, and ensure timely submissions to HMRC for compliance purposes.

CIS Monthly Filing Checklist

Calculate and submit Construction Industry Scheme (CIS) monthly returns to HMRC, verifying subcontractor deductions and payments are correctly reported.

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VAT Calculator

VAT calculator helps UK businesses

Self Employed Tax Calculator

Useful for Self Employed Tax Calculation

Inheritance Tax Calculator

Useful for Property Tax Calculation

Pension Tax Relief Calculator

Useful for Calculate Pension Tax Relief on contributions

Tax Code Checker

Useful for UK tax code to ensure correct PAYE deductions

Business Rates Calculator

Business Rates Calculator helps UK Business Owners quickly Estimate.

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Home » Archives for September 4, 2026

Insights & Trends

Client Lifecycle Management for Accounting Firms: A Practical Guide

Winning a new client is only the beginning. From the first enquiry and onboarding to ongoing services, communication, reviews and