Client Onboarding Software for Accountants
Onboard new clients in one guided flow: import company details from Companies House, add contacts and services, run built-in digital AML checks, send the engagement letter and request professional clearance — without chasing across email and spreadsheets.
Unlimited users · Per-client pricing · Built by a practising Chartered Accountant
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Welcome Robert Derek Altoft
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Service Performance
Trend, quick metrics and team load for all services
- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
- Sharp Accountax
- BS
- Otium Virtual Assistants
- BNW Chartered Accountants
- TaxAccolega Chartered Accountants & Tax Advisers
- iyouprint
Quick answer
Client onboarding software for accountants brings every new-client step into one workflow. Remindoo imports UK company details from Companies House, records contacts and services, runs built-in digital ID and AML checks the client completes remotely, sends proposals and engagement letters for e-signature, and prepares professional clearance letters.
What is client onboarding software for accountants?
It replaces the new-client checklist, the AML folder and the engagement-letter Word template with one guided flow. Every client goes through the same stages, so nothing is skipped and the record is ready for work on day one.
Why UK accounting firms need it
Under the Money Laundering Regulations 2017, firms must complete and record customer due diligence before acting. Manual onboarding makes that hard to evidence and slows the first invoice.
- AML evidence scattered across inboxes
- Engagement letters sent late or unsigned
- Clearance letters forgotten
- Services never set up, so first deadlines are missed
What client onboarding software for accountants should include
| Feature | Why it matters | Remindoo |
|---|---|---|
| Client onboarding automation | Standardise requests, checks and first services. | Yes, Client onboarding automation |
| Companies House sync | Import company details and filing deadlines. | Yes, Companies House sync |
| AML risk scoring and digital ID checks | Risk assessments plus built-in digital KYC, AML and proof-of-address checks. | Yes, AML risk scoring and digital ID checks |
| Proposals and letters of engagement | Send proposals and engagement letters by email. | Yes, Proposals and letters of engagement |
| E-signatures | Clients sign online, no printing or scanning. | Yes, E-signatures |
| Service templates | Repeatable structures for every service. | Yes, Service templates |
| Custom fields and data tokens | Capture and reuse the data your firm needs. | Yes, Custom fields and data tokens |
How Remindoo works as client onboarding software for accountants
Remindoo's onboarding runs in six stages: Introduction, Basic Information, Contacts, Services, Risk Assessment and AML, and Internal Information.
Client onboarding automation
Standardise requests, checks and first services.
See featureCompanies House sync
Import company details and filing deadlines.
See featureAML risk scoring and digital ID checks
Risk assessments plus built-in digital KYC, AML and proof-of-address checks.
See featureProposals and letters of engagement
Send proposals and engagement letters by email.
See featureE-signatures
Clients sign online, no printing or scanning.
See featureService templates
Repeatable structures for every service.
See featureClient portal and document sharing
Share requests and documents securely, not by email.
See featureRemindoo pricing
Remindoo is priced per active client per month, with unlimited users on every plan. For example, a firm with 75 active clients pays £67.20 a month ex VAT on Core (£80.64 inc VAT) or £78.00 ex VAT on Growth (£93.60 inc VAT). Yearly billing saves 10%.
Archived clients are not counted. Every firm starts with a 60-day free trial; a payment card is taken at sign-up. See the full calculator on the pricing page.
See Remindoo with your own clients
A 30-minute walkthrough using your services, deadlines and team.
Alternatives to consider
Competitor details below come from public websites and may change. Anything marked 'To be verified' has not yet been confirmed with the supplier — check before you decide.
| Product | Best for | Pricing model | Price (£) | Strengths | Gaps | Checked |
|---|---|---|---|---|---|---|
| Remindoo | UK firms wanting client onboarding software for accountants with unlimited users | Per active client per month, unlimited users | Core from £67.20/month ex VAT at 75 clients | Practice management, CRM, workflow, client portal and built-in AML/KYC checks in one UK-focused platform | Does not file returns with HMRC or Companies House; use your existing tax and accounts software for filing | 27 September 2026 (source, opens in new tab) |
| AccountancyManager | Small and mid-sized UK firms wanting practice management with client onboarding | Per user per month (tiered) | Quote on request | Strong onboarding and e-signature workflow, established UK accountant user base | Per-user pricing can scale up quickly as a team grows | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Karbon | Larger firms wanting deep email and workflow integration | Per user per month (tiered) | Quote on request | Powerful workflow automation, email-to-task triage, detailed reporting | Per-user pricing and a steeper learning curve than simpler task tools | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Senta | Firms wanting a lightweight, template-driven workflow tool | Per user per month | Not publicly stated | Simple client and workflow templates, good for smaller teams | Fewer dashboard and reporting options than larger platforms | 24 September 2026 (source, opens in new tab)[VERIFY] |
| TaxDome | Firms wanting workflow plus a client-facing portal and e-signature in one tool | Per user per month | Quote on request | Strong client portal, document management and automation features | Built primarily for a broader accounting/tax market rather than UK-specific statutory templates | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Pixie | Small UK firms wanting a straightforward, affordable workflow tool | Per user per month | Quote on request | Clean, simple interface aimed at small practices | Fewer advanced reporting and capacity-planning tools | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Jetpack Workflow | Firms wanting recurring workflow templates without a full CRM | Per user per month | Quote on request | Good template library, easy to set up recurring jobs | Limited CRM and lead management features compared with all-in-one platforms | 24 September 2026 (source, opens in new tab)[VERIFY] |
Competitor details come from public vendor pages on the date shown and may have changed. Prices exclude VAT unless stated. Rows marked [VERIFY] are awaiting a second check.
Which option suits your firm?
- 1
Choose Remindoo if
you want workflow, CRM, client portal and AML checks in one place, and you don't want to pay per user.
- 2
Look elsewhere if
you need software that files returns directly with HMRC — Remindoo manages the work around filing, not the filing itself.
How to automate client onboarding in Remindoo
1. Search Companies House and import the company. 2. Add contacts and link personal-tax clients. 3. Choose services and assign staff. 4. Complete the risk assessment and send the digital AML invitation. 5. Send the engagement letter for e-signature. 6. Send the professional clearance letter to the previous accountant.
Built-in AML checks during onboarding
Digital ID, KYC and proof-of-address checks are built into Remindoo. The client receives an email invitation, completes the checks remotely and the result is saved on their record alongside your risk assessment.
What UK firms say 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.”
Switching to Remindoo
Most firms move across in stages: import clients, switch on the UK service templates you already run, then invite the team. Because Remindoo is priced per active client with unlimited users, adding staff during the move costs nothing extra.
Book a 30-minute demo and we will walk through your current setup, what to import first and how long a typical move takes for a firm of your size.
Frequently asked questions
Can I import a client from Companies House?
Yes. Search by company name and import the available details, such as company number, registered address and incorporation date.
Are AML checks included in onboarding?
Yes. Risk Assessment and AML is an onboarding stage with built-in digital verification the client completes remotely. Checks are charged per check.
Can I send an engagement letter during onboarding?
Yes. Send proposals and engagement letters for e-signature from Remindoo.
Can I request professional clearance?
Yes. Store the previous accountant's details and send a letter of professional clearance from the client record.
How much does Remindoo cost?
Remindoo is priced per active client with unlimited users. At 75 clients, Core is £67.20 a month ex VAT and Growth is £78.00 ex VAT. Yearly billing saves 10%, and every firm gets a 60-day free trial.
Can I see Remindoo before signing up?
Yes. Book a free 30-minute demo and we'll show you the workflows, client records and AML checks using examples from a UK practice.
Related guides
- Engagement letter software for accountants
- Accounting compliance management software
- Client document collection software for accountants
- Accounting practice management software
- Best accounting practice management software
- Bookkeeping practice management software
- Proposal software for accountants
- Practice management software for chartered accountants
- Crm for accountants
- Practice management software for small accounting firms
- Best crm for accounting firms
- Crm for tax professionals
- Best workflow management software for accountants
- Best client portals for UK accountants
- How to choose accounting practice management software
- Practice management software for sole practitioners
- Practice management software for tax advisers
- Unlimited-user practice management software
- Per-user vs per-client pricing for practice management software
- Affordable accounting practice management software UK
- How to replace accounting practice spreadsheets
- Practice management software implementation checklist
- Software stack for UK accounting firms
- VAT return workflow software
- CT600 workflow software
- CIS return workflow software
- Making Tax Digital workflow software
- Best client onboarding software for accountants
- Task management software for accountants
- Workflow management software for accountants
- Client management software for accountants
- Leads management software for accountants
Ready to run your practice in one place?
Free for 60 days, then per-client pricing with unlimited users.
Last updated: . Written by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice, founder of Accotax (which has served over 5,000 clients) and Remindoo.
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 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.”
