How to Manually Add a Client in Remindoo - Remindoo

Learn how to manually add a client in Remindoo. Follow this step-by-step guide to enter client details, assign services and team members.

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Add a client manually when they are not on Companies House, such as a sole trader, partnership or individual Self Assessment client.

1. Start a new client

Click Clients.
Select New Client and choose to add the client manually.

2. Enter client details

Choose the client type.
Enter the client name, contact details and address.
Add any custom fields your practice uses.

3. Add services and team

Select the services you provide, such as Self Assessment or VAT.
Assign the partner, client manager and service managers.
Set internal and external reminders for each service.

4. Finish

Complete the AML questions and review the risk result.
Save the client and check the new record from the client list.

Built for UK practice growth

Every deadline. Every client. One system.

Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.

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Why a single client record matters

When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.

One version of the truth

Everyone sees the same services, contacts, deadlines and notes for each client.

Accurate deadlines

Companies House sync brings in company details and filing dates, reducing manual errors.

Better client service

A full timeline means anyone can answer a client question with the history in front of them.

Secure document sharing

A client portal is safer than sending financial documents as email attachments.

Practical tips from UK practice

Import companies from Companies House rather than typing details by hand.
Record every service a client takes, so recurring work is created automatically.
Add a short note after every important client call.
Ask clients to upload documents through the portal rather than by email.

Related Remindoo features

Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.

What UK practices say about Remindoo

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“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”

Shaz Israr

“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”

Taxaccolega Chartered Accountants

“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… they made the whole process completely stress-free.”

Afia Begum

“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”

Premier Books Consultancy Ltd