As of September 2026
Remindoo vs IRIS Practice Management Alternative UK
Remindoo vs IRIS Practice Management is a comparison for UK accountancy firms that need practice management, CRM, deadlines, AML, proposals and client communication. Remindoo's strongest fit is firms wanting per-client pricing, unlimited users and UK workflow language in one system.
Verdict for UK accountancy firms
Pricing that scales with clients
Remindoo charges per client with unlimited users, so adding staff does not add licence costs.
Built for UK practices
Companies House sync, built-in digital AML and UK deadline workflows sit in one system.
Check IRIS Practice Management for your firm
Review IRIS Practice Management's current pricing and features with the vendor before deciding.
Remindoo vs IRIS Practice Management: feature by feature
Pricing & plans4 rows
| Feature | Remindoo | IRIS Practice Management |
|---|---|---|
| Pricing Model | Per-client Unltd users | To be verified |
| ~Monthly Cost 100 clients / 5 users | Contact* Unltd users | To be verified |
| Unlimited Users | Yes | To be verified |
| Free Trial | 60 days | To be verified |
Apps & access1 rows
| Feature | Remindoo | IRIS Practice Management |
|---|---|---|
| Mobile App | No | To be verified |
Task Management14 rows
| Feature | Remindoo | IRIS Practice Management |
|---|---|---|
| Quick & Detailed Task Creation | Yes | To be verified |
| Recurring Tasks | Yes | To be verified |
| Global Search | Yes | To be verified |
| Strong Filters (tag/status/etc) | Yes | To be verified |
| Task Card / Details / Timeline | Yes | To be verified |
| Subtasks & Checklists | Yes | To be verified |
| Comments & Threaded Discussions | Yes | To be verified |
| Mentions / @Tagging Colleagues | Yes | To be verified |
| Time Recording on Tasks | Yes | To be verified |
| Bulk Actions (reassign/archive/delete) | Yes | To be verified |
| Internal & External Deadlines | Yes | To be verified |
| Snooze Tasks | Yes | To be verified |
| Customise Task Page View | Yes | To be verified |
| Job Phases / Workflow Stages | Yes | To be verified |
Client Management17 rows
| Feature | Remindoo | IRIS Practice Management |
|---|---|---|
| Centralised Client CRM | Yes | To be verified |
| Client Notes, Timeline & Journey | Yes | To be verified |
| Tag Clients | No | To be verified |
| Client Portal | Yes | To be verified |
| Branded Client Portal | Not yet | To be verified |
| Client Onboarding | Yes | To be verified |
| Clients Onboard Themselves | Yes | To be verified |
| Companies House Sync | Yes | To be verified |
| Manual AML Records | Yes | To be verified |
| Digital AML Built-in (from £1) | Yes | To be verified |
| Risk Assessment per Client | Yes | To be verified |
| Auto AML / ID Check (via integration) | Yes | To be verified |
| Bulk Client Management | Yes | To be verified |
| Capacity Planning | Yes | To be verified |
| View Total Fee & Hours/Client | Yes | To be verified |
| Multiple Contacts per Client | Yes | To be verified |
| Send Newsletter / Bulk Email | Yes | To be verified |
Email & Communication11 rows
| Feature | Remindoo | IRIS Practice Management |
|---|---|---|
| Email Integration (365/Gmail) | Yes | To be verified |
| Email Triage | Yes | To be verified |
| Save Emails to Client Records | Yes | To be verified |
| Send Emails from Own Domain | Yes | To be verified |
| Automated Email Reminders | Yes | To be verified |
| Reusable Email Templates | Yes | To be verified |
| Dynamic Tokens in Emails | Yes | To be verified |
| Bulk Messaging to Clients | Yes | To be verified |
| Client Chat / Secure Messaging | No | To be verified |
| SMS Notifications | No | To be verified |
| In-System Notifications | Yes | To be verified |
Analytics & Dashboard9 rows
| Feature | Remindoo | IRIS Practice Management |
|---|---|---|
| Dashboard (tasks/deadlines) | Yes | To be verified |
| Workload / Capacity Dashboard | Yes | To be verified |
| Team Performance & Time | Yes | To be verified |
| Revenue & Fee Overview | Yes | To be verified |
| Upcoming & Overdue Deadlines | Yes | To be verified |
| Client Growth Trend | Yes | To be verified |
| Client Movements Dashboard | Yes | To be verified |
| Conversion Insights (leads/props) | Yes | To be verified |
| Employee Reporting | Yes | To be verified |
Services & Workflow8 rows
| Feature | Remindoo | IRIS Practice Management |
|---|---|---|
| Unlimited Services & Workflows | Yes | To be verified |
| Workflow Automation | Yes | To be verified |
| Custom Fields per Service | Yes | To be verified |
| Trigger Date Linkage | Yes | To be verified |
| Frequency Options (daily-monthly) | Yes | To be verified |
| Service Type (internal/external) | Yes | To be verified |
| Estimated Time per Service | Yes | To be verified |
| Intelligent Deadline Automation | Yes | To be verified |
Team & Collaboration2 rows
| Feature | Remindoo | IRIS Practice Management |
|---|---|---|
| Create Teams & Assign Leads | Yes | To be verified |
| Role-Based Permissions | Yes | To be verified |
Leads Management8 rows
| Feature | Remindoo | IRIS Practice Management |
|---|---|---|
| Full Leads Module | Yes | To be verified |
| Lead Pipeline (visual Kanban) | Yes | To be verified |
| Lead Capture Forms (embeddable) | Yes | To be verified |
| Lead Notes & Tasks | Yes | To be verified |
| Lead Source Tracking | Yes | To be verified |
| Custom Lead Statuses | Yes | To be verified |
| Round Robin Lead Assignment | Yes | To be verified |
| Convert Lead → Client | Yes | To be verified |
Proposals & Engagements11 rows
| Feature | Remindoo | IRIS Practice Management |
|---|---|---|
| Proposal Templates | Yes | To be verified |
| Branded Proposal | Yes | To be verified |
| E-Signatures on Proposals | Yes | To be verified |
| Letter of Engagement | Yes | To be verified |
| Letter of Disengagement | Yes | To be verified |
| Professional Clearance Letters | Yes | To be verified |
| Product / Services Catalogue | Yes | To be verified |
| Add Prices to Catalogue | Yes | To be verified |
| Conditional / Variable Pricing | Yes | To be verified |
| Pricing Tool / Calculator | Yes | To be verified |
| Convert Proposal → Client | Yes | To be verified |
Integrations & Compliance17 rows
| Feature | Remindoo | IRIS Practice Management |
|---|---|---|
| Companies House | Yes | To be verified |
| HMRC liabilities visibility (no filing) | Yes | To be verified |
| Xero Integration | Yes | To be verified |
| QuickBooks Integration | Yes | To be verified |
| FreeAgent Integration | Yes | To be verified |
| Calendar / Appointment Booking | Not yet | To be verified |
| Payments Integration | Yes | To be verified |
| Zapier / Third-party | Not yet | To be verified |
| HMRC (MTD) integration | Not yet | To be verified |
| Cyber Essentials / SOC 2 | Not yet | To be verified |
| GDPR / UK Data Hosting | Yes | To be verified |
| Adfin | Yes | To be verified |
| Crezo | Not yet | To be verified |
| TaxCalc | Not yet | To be verified |
| Crezco | Not yet | To be verified |
| RQ | Not yet | To be verified |
| Go Cardless | Yes | To be verified |
We have not yet verified IRIS Practice Management's feature set, so its column is marked "To be verified". Remindoo's column reflects current features.
Questions about switching
Yes, Remindoo can be considered where UK practice workflows, per-client pricing and unlimited users are important selection criteria.
Yes. Migration help is available, and the scope depends on the client data and workflows being moved.
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
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 centralises 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
/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 , advanced employee roles 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
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 Companies House integration 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.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeeper @ Bean Counter
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
Is Remindoo a good alternative to IRIS Practice Management?
Yes. Remindoo is a strong alternative for firms looking for CRM, task management, proposals, lead management, dashboards, and operational visibility.
Is IRIS Practice Management built for accounting firms?
Yes. IRIS Practice Management is specifically designed for accounting firms and forms part of the wider IRIS ecosystem.
Which platform is better for workflow automation?
IRIS Practice Management publicly positions workflow automation as a core feature.
Which platform is better for operational visibility?
Remindoo places a stronger focus on dashboards, CRM, communication, proposals, and operational reporting.
Does Remindoo include Companies House Sync?
Yes. Companies House Sync is included.
Does IRIS Practice Management include CRM features?
Yes. CRM functionality is publicly positioned by IRIS.
Does Remindoo include lead management?
Yes. Lead pipelines, lead capture forms, custom lead fields, and round robin assignment are included.
Does IRIS include time recording?
Yes. Time recording is included
Where can I learn more about Remindoo?
From the Remindoo official website.
Where can I learn more about IRIS Practice Management?
From the IRIS Practice Management website.
Does Remindoo offer a free trial?
Yes. Remindoo currently offers a 60-day free trial.
Does IRIS Practice Management offer a demo?
Yes. IRIS provides a demo and a contact sales option.
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 Annie, Product Lead at 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.”
