Entity Tracking
Loved by 100+ accountants and bookkeepers. Company House Sync Remindoo Entity Tracking feature allows accounting firms to instantly retrieve verified company
Loved by 100+ accountants and bookkeepers. Company House Sync Remindoo Entity Tracking feature allows accounting firms to instantly retrieve verified company information directly from official records within the client profile. By simply searchi
Loved by 100+ accountants and bookkeepers.
Remindoo Entity Tracking feature allows accounting firms to instantly retrieve verified company information directly from official records within the client profile. By simply searching for a company name, firms can pull structured, up-to-date corporate data into Remindoo in seconds. This eliminates repetitive data entry while ensuring accuracy and compliance.
Real-Time Company Status & Core Details
Entity Tracking provides immediate visibility into a company’s official standing and registration data. Its key data points include:
This ensures your firm is working with verified information from the start of the engagement.
Filing & Compliance Overview
Understanding a client’s compliance position is critical. Entity Tracking gives firms instant access to essential filing data. This feature highlights:
This allows accountants to assess compliance risks before work begins.
Nature of Business & SIC Codes
The feature automatically retrieves official SIC codes and the basic details to help firms understand the client’s operational classification without manual research. This supports better service alignment, risk assessment, and regulatory awareness.
Directors, PSC & People Information
Entity Tracking provides visibility into key individuals connected to the company. It includes:
This helps firms complete due diligence and AML checks more efficiently.
Integrated Filing History Access
Access to historical filings allows accountants to review past accounts, annual report filings, and structural changes directly from within Remindoo to improve transparency and engagement preparation.
Accuracy, Efficiency & Compliance in One Click
By integrating entity filing data directly into client records, Remindoo reduces onboarding time, improves data reliability, and strengthens compliance control.
Entity Tracking for Automated Client Data Accuracy
Keep your client records always up to date with Entity Tracking in Remindoo. Automatically import and refresh company information such as registration details, status, and filings directly into your system. This reduces manual data entry, improves accuracy, and ensures your accounting records stay aligned with official US government data at all times.
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Firms That Love Remindoo
Remindoo compliance Integration for Accounting Firms
Automatically retrieve official company information in seconds, eliminating repetitive entry and keeping your accounting workflows precise and efficient.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track sales tax, Corporate Tax, payroll, and Form 1040 Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The compliance management is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
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 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.”
