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.
Global Search
Quickly locate any task, client, or deadline across the entire system.
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.
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
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.
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.
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.
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.
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.
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.
Create a Form
Build forms, embed them on your website, and capture leads directly into the CRM.
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.
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.
Global Search eliminates that friction by allowing you to instantly find any proposal or document directly from the search bar within the Proposals module.
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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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.
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.
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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