Loved by 100+ accountants and bookkeepers.
Client Onboarding
Remindoo Client Onboarding is a guided and centralised onboarding framework that allows accounting firms to create, manage, and track client information from start to finish. Instead of scattered spreadsheets, emails, and paper forms, everything lives inside one intelligent workflow built for accounting professionals.
Centralised Client Profile Management
Client Onboarding creates a unified client record that stores all essential business and engagement information in one place.
Key capabilities include:
- Company and trading name management
- Client type classification (e.g., Limited Company, Sole Trader)
- Status tracking (active/inactive)
- Structured address and registration details
- Secure storage of UTR, company number, SIC codes, and authentication codes
- Incorporation and engagement date tracking
This structured architecture ensures consistent data capture across your entire firm.
Smart Data Organisation with Section-Based Architecture
Remindoo organises onboarding into clearly defined sections such as:
- Basic Information
- Contacts
- Services
- Anti-Money Laundering (AML)
- Internal Information
- Client Portal Management
- E-Signature
- Client Timeline
Each section functions as a controlled data environment, improving completeness, reducing oversight, and strengthening compliance.
Built-In AML & Compliance Control
Compliance is integrated directly into the Client Onboarding. Dedicated AML sections allow firms to record required checks, maintain documentation, and reduce regulatory risk within the client’s profile.
Service & Engagement Clarity
Firms can define assigned services within the client record, aligning internal teams with the agreed scope of work. This improves accountability and prevents service ambiguity.
Internal Collaboration & Confidential Notes
The Client Onboarding separates internal operational notes from client-facing information. Teams can store reminders, risk indicators, and engagement insights securely, improving coordination without compromising professionalism.
Companies House Integration
For UK accounting firms, Remindoo supports direct data import from Companies House, reducing manual data entry and improving accuracy. This feature highlights:
- Automatic company detail population
- Reduced onboarding time
- Fewer manual errors
- Accurate corporate information from official sources
- This integration accelerates onboarding while maintaining data reliability.
Real-Time Visibility & Structured Navigation
With a clear section-based interface, teams gain instant visibility into onboarding status, documentation completeness, and engagement progress to enable faster and more controlled client setup.
Client Onboarding for Faster, Structured and Accounting Workflows
Client onboarding in Remindoo helps accounting firms turn new prospects into active clients quickly and without manual effort. From collecting essential client details to assigning services and setting up workflows, everything is centralised in one place. This ensures every new client is onboarded consistently, reduces delays, and removes repetitive admin tasks so your team can start work immediately with full clarity and structure.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Smart Client Onboarding for Accountants
Streamline the onboarding journey by managing all client information in one intelligent workflow, saving time and reducing manual effort.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track VAT, Corporation Tax, PAYE, and Self Assessment Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Centralise and manage all client information in one intelligent workflow. Start using Remindoo to simplify onboarding, reduce manual work, and deliver a seamless experience for every client.