Remindoo vs IRIS Practice Management
Accounting firms need software that helps them manage clients, deadlines, reporting, communication, and operational processes efficiently. Choosing the right platform can have a significant impact on productivity, visibility, and firm growth.
Remindoo and IRIS Practice Management both support accounting firms, but they take different approaches. IRIS Practice Management is closely connected to the wider IRIS ecosystem and focuses on workflow management, CRM, reporting, time recording, and recurring practice processes.
Remindoo provides a broader operational platform that combines task management, CRM, proposals, dashboards, client communication, Companies House Sync, compliance visibility, and team collaboration in one system.
Comparing Remindoo And IRIS Practice Management Features
The tables below compare publicly available features from both platform
Pricing & Core Platform
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Features
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Remindoo
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IRIS Practice Management
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|---|---|---|
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Pricing Model
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Per Client
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Additional Staff Cost
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No Extra Cost
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User-Based Licensing
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CRM
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Client Onboarding
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E-Signatures
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Client Approval Workflows
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Manual AML
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Digital AML
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Available (Small Fee)
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Companies House Sync
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|
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Time Recording
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|
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Dashboard Reporting
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|
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Lead Management
|
|
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Free Trial
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60 Days
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Demo Only
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Task Management
|
Features
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Remindoo
|
IRIS Practice Management
|
|---|---|---|
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Quick Task Creation
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Detailed Task Creation
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Recurring Tasks
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Subtasks
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Comments
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Task Templates
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Internal & External Deadlines
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Time Recording
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|
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Task Timeline
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Bulk Task Actions
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|
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Automated Reminders
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Tag Colleagues
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Client Management
|
Features
|
Remindoo
|
IRIS Practice Management
|
|---|---|---|
|
Client Onboarding
|
|
|
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Companies House Sync
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|
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Client Portal
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Centralised Client Information
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Client Timeline
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Client Notes
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Multiple Emails & Phone Numbers
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|
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Multiple Contacts
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Manage Deadlines
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CRM Pipeline
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|
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Review Tasks
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Manual AML
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Digital AML
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Small Fee
|
|
Dashboard & Reporting
|
Features
|
Remindoo
|
IRIS Practice Management
|
|---|---|---|
|
Employee Reporting
|
|
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Work Utilisation
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Client Summary
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Client Growth Trend
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Employee Task Breakdown
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Service Time Analysis
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Revenue Overview
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Proposals & Engagements
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Features
|
Remindoo
|
IRIS Practice Management
|
|---|---|---|
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Proposal Templates
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Products & Services
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Limited
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Categories
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E-Signatures
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Proposal Tracking
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Engagement Tracking
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Import Proposal History
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Team & Communication
|
Features
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Remindoo
|
IRIS Practice Management
|
|---|---|---|
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Team Management
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Roles & Permissions
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|
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Email Templates
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Send Emails From Domain
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Notifications
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Team Tagging
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Email Integration
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Internal Email Notes
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Team Collaboration
|
|
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Lead Management
|
Features
|
Remindoo
|
IRIS Practice Management
|
|---|---|---|
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Lead Management
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|
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Lead Capture Forms
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|
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Lead Pipeline
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Limited
|
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Custom Lead Fields
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Round Robin Assignment
|
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Services & Workflow
|
Features
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Remindoo
|
IRIS Practice Management
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|---|---|---|
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Service Templates
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Trigger Dates
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Custom Fields
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Estimated Time Allocation
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Advanced Workflow Automation
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Checklist Templates
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Auto Record Chasing
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What Makes Remindoo And IRIS Practice Management Different?
IRIS Practice Management is heavily focused on recurring workflows, practice administration, reporting, time recording, billing, and firms already operating within the wider IRIS ecosystem. For firms using multiple IRIS products, the platform can provide strong integration and workflow consistency.
Remindoo focuses on bringing together CRM, task management, proposals, engagement tracking, client communication, dashboard reporting, Companies House Sync, compliance visibility, and operational management into one connected environment. This helps firms reduce the number of separate systems they rely on while maintaining visibility across the practice.
Which Platform Is Better For UK Accounting Firms?
The answer depends on what your firm values most.
Firms heavily invested in the IRIS ecosystem may prefer IRIS Practice Management because of its workflow structure, reporting capabilities, and established accounting integrations.
Firms looking for broader operational visibility, built-in proposal management, CRM pipelines, lead management, client communication tools, dashboard reporting, and Companies House integration may find Remindoo to be a more complete operational platform.
Remindoo and IRIS Practice Management
Remindoo is an all-in-one practice management system for UK accountants that centralizes work, automates tasks, and replaces spreadsheets.
Most popular
Remindoo
From
/per month, per client
Essential practice management tools with client management, workflows, tasks, proposals, lead tracking, analytics, and team collaboration.
Advanced features including email triage, inbox management, enhanced client portal, and deeper analytics for growing firms.
IRIS Practice Management
From
/per User, per month
Why Choose Remindoo?
Remindoo is built for firms that want visibility across clients, workloads, deadlines, communication, proposals, reporting, and compliance from one platform.
Client Management Beyond Basic Records
Remindoo provides client timelines, notes, multiple contacts, related clients, Companies House Sync, deadline tracking, and complete client visibility. This helps firms manage relationships more effectively while keeping all client information centralised.
Built-In CRM And Lead Tracking
Lead pipelines, lead capture forms, custom fields, custom statuses, and round robin assignment help firms manage new business opportunities without requiring separate CRM software.
Better Practice Visibility
Employee reporting, client growth trends, utilisation tracking, workload visibility, service time analysis, and revenue reporting help practice owners make informed operational decisions.
Comprehensive Task Management
Teams can create recurring tasks, subtasks, checklists, internal deadlines, external deadlines, comments, task timelines, and bulk actions. This helps standardise internal processes and improve accountability.
Proposals And Engagements Included
Proposal templates, engagement tracking, e-signatures, categories, products and services, and proposal management are available within the platform. This allows firms to manage the client journey from lead through to engagement.
Compliance And Operational Management Together
Manual AML, digital AML options, HMRC visibility, tax liability visibility, Companies House Sync, MFA security, and automated reminders help firms stay organised and compliant.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Transform Your Accounting Practice with Remindoo
Manage clients, deadlines, recurring work, and team workflows from one place. Remindoo helps accounting firms save time, improve visibility, and never miss a deadline.
FAQs about Remindoo vs IRIS Practice Management
Yes. Remindoo is a strong alternative for firms looking for CRM, task management, proposals, lead management, dashboards, and operational visibility.
Yes. IRIS Practice Management is specifically designed for accounting firms and forms part of the wider IRIS ecosystem.
IRIS Practice Management publicly positions workflow automation as a core feature.
Remindoo places a stronger focus on dashboards, CRM, communication, proposals, and operational reporting.
Yes. Companies House Sync is included.
Yes. CRM functionality is publicly positioned by IRIS.
Yes. Lead pipelines, lead capture forms, custom lead fields, and round robin assignment are included.
Yes. Time recording is included
From the Remindoo official website.
From the IRIS Practice Management website.
Yes. Remindoo currently offers a 60-day free trial.
Yes. IRIS provides a demo and a contact sales option.