Client Management Software for Accountants and Bookkeepers

It is a system that keeps every client's information, contacts, services, deadlines, compliance records, documents and history in one place. Remindoo adds tasks, AML, HMRC authorisation tracking and portal access so the record drives day-to-day work.

Yes. Remindoo supports different client types, including companies and individuals, with basic and additional fields for each.

Yes. Companies House Sync imports details such as company number, incorporation date, registered office, SIC codes, company status, and accounts and confirmation-statement dates.

Yes. Add several contacts to a client, each with their own role, addresses, email addresses, phone numbers, notes and verification information.

Yes. Related clients can be linked so you can see and move between connected people and organisations.

Yes. Record client assignees, service managers and partners, assign team members at service level and reassign clients individually or in bulk.

Yes. Add services to a client, assign responsible team members and store service-specific information.

Yes. The client preview shows pending-task totals for each assigned service.

Yes. Record the yearly fee excluding VAT and review total, allocated and average hours for each client.

Yes. Spent and available hours sit alongside allocated hours so you can see how much capacity remains. This is a capacity view, not a full profitability calculation.

Yes. Complete a structured AML questionnaire, record responses and keep the resulting risk level with the client. Remindoo supports your firm's AML processes; it does not guarantee compliance.

Yes. You can start digital AML verification from the client and track verification status and dates.

Yes. Record HMRC authorisation status and whether Form 64-8 is signed, and identify clients with missing authorisation. Remindoo does not submit authorisations to HMRC.

Yes. Accounts, confirmation-statement, Corporation Tax, Self Assessment, VAT, payroll and other dates can be recorded, depending on the client type.

Yes. Tax liabilities associated with a client can be viewed alongside the client record. Remindoo does not file returns or make tax payments.

Yes. Create client-portal users, grant them access to the relevant client records and manage that access centrally.

Yes. Upload documents from the client preview so they stay connected to the client. Uploading a document does not automatically share it or send it for signature.

Yes. Prepare documents for signature, associate them with the client and keep signed copies with the record. A copy is sent to each party once signed.

Invoice information such as value, count and overdue status can be reviewed from the client register. Invoicing is being expanded so outstanding balances sit alongside client work.

Yes. Search the client register, sort supported columns and combine filters such as status, type, assignee, service, AML risk and HMRC authorisation.

Yes. Select several clients and send a bulk email to the group.

Yes. Select clients and assign them to another team member, for example to rebalance portfolios or cover absence.

Yes. Move several selected clients to a new status, such as Active, Draft, Frozen or Archived, in one action.

A frozen client is one who is not responding but who may come back. Reminders continue to go to frozen clients, so the relationship stays warm without active work, and you can return them to Active when they re-engage.

No. Deleted clients cannot be retrieved. After deletion you can only view the client's tax liabilities; everything else is permanently removed, so treat deletion as final.

Yes. The client timeline records events in date order with who performed them, and lets you add notes, search, filter and pin important entries.

Yes. Store the previous accountant's details and initiate a Letter of Clearance from the client record.