Dashboards & reporting
Client Summary Dashboard for Accountants
Remindoo's Client Summary dashboard shows how your client base is growing. Track total, active and new clients, clients who have left, net growth, value added and recurring revenue, and see your clients broken down by entity type — all from the real product screenshots below.
Built for UK accountants, bookkeepers and growing accountancy practices.
Your client base at a glance
Headline cards show Total Clients, Active Clients (with archived and frozen counts), New Clients and Total Revenue as annual recurring value. Client Status Distribution splits clients into active, archived, frozen and draft, and Monthly Client Movement shows new clients onboarded, clients left, net growth, value added from new clients and value lost from departing clients.
Clients by entity type
Clients by Type breaks your client base down by entity — private limited companies, sole traders, Self Assessment clients, landlords, LLPs, trusts and more — with active, archived, frozen and draft counts and the revenue from each. Export the table to CSV for planning and pricing reviews.
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Frequently asked questions
What does the Client Summary dashboard show?
Total, active and new clients, recurring revenue, client status distribution, monthly client movement including clients left and net growth, a client growth trend and clients by entity type.
Can I see how many clients we gained and lost?
Yes. Monthly Client Movement shows new clients onboarded, clients left, net growth and the value added or lost.
Can I see revenue by type of client?
Yes. Clients by Type shows the count and revenue for each entity type, such as limited companies, sole traders and landlords.
Can I export client reports?
Yes. The Clients by Type table exports to CSV.
See your own practice workflow in Remindoo
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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
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.”
