Remindoo for UK accountants
Workflow Management Software for Accounting Firms
Accounting workflow software turns repeat client work — year-end accounts, VAT, payroll, Self Assessment — into templated, recurring processes with owners and deadlines. Remindoo runs those workflows alongside your CRM, proposals and client portal.
Built by accountants who run one — Remindoo is built by the team behind Accotax Chartered Accountants, London.
Service templates for repeat work
Build a template once with its subtasks, then apply it to every client who buys that service. Remindoo creates the work on schedule.
- Year-end accounts
- VAT returns
- Payroll runs
- Self Assessment
Owners, due dates and visibility
Every task has an owner and due date, so managers can see workload by person and step in before work slips.
Connected to the client
Workflows sit on the client record next to documents, emails and AML records, so nobody needs to hunt for context.
Reminders that collect records
Automated reminders chase clients for what you need, keeping jobs moving without manual emails.
Frequently asked questions
What is accounting workflow software?
Software that turns recurring accounting work into repeatable processes with tasks, owners, deadlines and status tracking.
Can I use my own workflows?
Yes. Start from pre-built service templates or create your own, then apply them to clients.
Is Remindoo suitable for bookkeepers?
Yes. Bookkeepers use the same templates and reminders for monthly bookkeeping, VAT and payroll work.
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.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of 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.”
