Dashboards & reporting
Capacity Planning Software for Accountants
Remindoo's Capacity Planning dashboard shows how much work each person in your practice is carrying against the hours they have available. Balance workloads before deadlines slip, see who has free time, and move tasks between team members with capacity recalculated live — all shown in the real product screenshots below.
Built for UK accountants, bookkeepers and growing accountancy practices.
Practice capacity at a glance
Four headline cards summarise capacity for the selected period: Capacity Load across assigned tasks, Hours Allocated to active tasks, Available Hours across the team and overall Utilisation. Partners and practice managers can see straight away whether the firm has room to take on more work.
Workload planning grid for every employee
The Workload & status planning grid lists each employee with their department, team, number of tasks and progress split into active, waiting and closed work. Hours available, hours allocated, free time and utilisation sit alongside, so you can spot who is overloaded and who has capacity. Filter by employee, department, status or progress, choose columns and export to CSV.
Reassign work with live capacity updates
Select Reassign on any employee to see the tasks they own, with client, service, progress status and estimated hours. Tick the tasks to move, choose a new owner and Remindoo shows both people's hours and utilisation after the change before you confirm. It makes covering holidays, absences and busy periods such as January Self Assessment far simpler.
Decide which task statuses count towards capacity
Status Rules list every task status in your workflow, grouped into Active, Waiting and Closed, with the number of tasks in each. Switch each status on or off to control whether it counts towards capacity, so time waiting for client information or sitting with a manager for review is treated the way your firm works.
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Frequently asked questions
What is the Remindoo Capacity Planning dashboard?
It is a workload planning view inside Remindoo's practice management software. It compares hours available with hours allocated for each employee and shows free time and utilisation across the practice.
Can I see which accountants are overloaded or have spare capacity?
Yes. The workload grid shows each person's tasks, hours allocated, free time and utilisation, and you can filter by employee, department, status or progress.
Can I move work from one team member to another?
Yes. Use Reassign to select tasks and choose a new owner. Remindoo shows both employees' hours and utilisation after the move before you confirm.
Do waiting tasks count towards capacity?
You decide. Status Rules let you switch each task status on or off so only the statuses you choose count towards capacity.
Can I export capacity reports?
Yes. The workload grid exports to CSV.
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Why knowing what each employee is working on matters
In a growing practice, the partner can no longer hold every job in their head. Clear ownership and visible workload are what stop deadlines slipping when someone is on leave, busy or new.
Clear ownership
Every client and task has a named person, so nothing sits unassigned and clients get consistent answers.
Balanced workload
Seeing tasks per person helps managers move work before one person is overloaded and another is waiting.
Cover for absence
When work, notes and history live in one system, a colleague can pick up a job without starting from scratch.
Controlled access
Roles and permissions keep sensitive client and AML data visible only to people who need it.
Practical tips from UK practice
- Group people into teams around services or client portfolios, and name a Team Lead for each.
- Review the employee task breakdown weekly, not only when a deadline is missed.
- Give new starters a limited role first, then widen access as they are trained.
- Use bulk reassignment when someone leaves or goes on holiday, rather than moving tasks one by one.
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
Read all reviews on Trustpilot“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.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“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.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
