As of September 2026
Remindoo vs Jetpack Workflow Alternative UK
Remindoo vs Jetpack Workflow 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 Jetpack Workflow for your firm
Review Jetpack Workflow's current pricing and features with the vendor before deciding.
Remindoo vs Jetpack Workflow: feature by feature
43
Features both Remindoo and Jetpack Workflow offer
43
Features in Remindoo not fully offered by Jetpack Workflow
11
Modules compared side by side
Pricing & plans4 rows
| Feature | Remindoo | Jetpack Workflow |
|---|---|---|
| Pricing Model | Per-client Unltd users | Per-user |
| ~Monthly Cost 100 clients / 5 users | Contact* Unltd users | ~$245 (approx. £184) 5×$49 (approx. £37) |
| Unlimited Users | Yes | No |
| Free Trial | 60 days | Yes |
Apps & access1 rows
| Feature | Remindoo | Jetpack Workflow |
|---|---|---|
| Mobile App | No | No |
Task Management14 rows
| Feature | Remindoo | Jetpack Workflow |
|---|---|---|
| Quick & Detailed Task Creation | Yes | Yes |
| Recurring Tasks | Yes | Yes |
| Global Search | Yes | Yes |
| Strong Filters (tag/status/etc) | Yes | Yes |
| Task Card / Details / Timeline | Yes | Yes |
| Subtasks & Checklists | Yes | Yes |
| Comments & Threaded Discussions | Yes | Yes |
| Mentions / @Tagging Colleagues | Yes | Yes |
| Time Recording on Tasks | Yes | Yes |
| Bulk Actions (reassign/archive/delete) | Yes | Yes |
| Internal & External Deadlines | Yes | Yes |
| Snooze Tasks | Yes | No |
| Customise Task Page View | Yes | Yes |
| Job Phases / Workflow Stages | Yes | Yes |
Client Management17 rows
| Feature | Remindoo | Jetpack Workflow |
|---|---|---|
| Centralised Client CRM | Yes | Yes |
| Client Notes, Timeline & Journey | Yes | Yes |
| Tag Clients | No | Yes |
| Client Portal | Yes | No |
| Branded Client Portal | Not yet | No |
| Client Onboarding | Yes | Yes |
| Clients Onboard Themselves | Yes | No |
| Companies House Sync | Yes | No |
| Manual AML Records | Yes | No |
| Digital AML Built-in (from £1) | Yes | No |
| Risk Assessment per Client | Yes | No |
| Auto AML / ID Check (via integration) | Yes | No |
| Bulk Client Management | Yes | Yes |
| Capacity Planning | Yes | Yes |
| View Total Fee & Hours/Client | Yes | Yes |
| Multiple Contacts per Client | Yes | Yes |
| Send Newsletter / Bulk Email | Yes | No |
Email & Communication11 rows
| Feature | Remindoo | Jetpack Workflow |
|---|---|---|
| Email Integration (365/Gmail) | Yes | Yes |
| Email Triage | Yes | No |
| Save Emails to Client Records | Yes | Yes |
| Send Emails from Own Domain | Yes | No |
| Automated Email Reminders | Yes | Yes |
| Reusable Email Templates | Yes | Yes |
| Dynamic Tokens in Emails | Yes | Yes |
| Bulk Messaging to Clients | Yes | No |
| Client Chat / Secure Messaging | No | Yes |
| SMS Notifications | No | No |
| In-System Notifications | Yes | Yes |
Analytics & Dashboard9 rows
| Feature | Remindoo | Jetpack Workflow |
|---|---|---|
| Dashboard (tasks/deadlines) | Yes | Yes |
| Workload / Capacity Dashboard | Yes | Yes |
| Team Performance & Time | Yes | Yes |
| Revenue & Fee Overview | Yes | Yes |
| Upcoming & Overdue Deadlines | Yes | Yes |
| Client Growth Trend | Yes | No |
| Client Movements Dashboard | Yes | No |
| Conversion Insights (leads/props) | Yes | No |
| Employee Reporting | Yes | Yes |
Services & Workflow8 rows
| Feature | Remindoo | Jetpack Workflow |
|---|---|---|
| Unlimited Services & Workflows | Yes | Yes |
| Workflow Automation | Yes | Yes |
| Custom Fields per Service | Yes | Yes |
| Trigger Date Linkage | Yes | Yes |
| Frequency Options (daily-monthly) | Yes | Yes |
| Service Type (internal/external) | Yes | No |
| Estimated Time per Service | Yes | Yes |
| Intelligent Deadline Automation | Yes | Yes |
Team & Collaboration2 rows
| Feature | Remindoo | Jetpack Workflow |
|---|---|---|
| Create Teams & Assign Leads | Yes | Yes |
| Role-Based Permissions | Yes | Yes |
Leads Management8 rows
| Feature | Remindoo | Jetpack Workflow |
|---|---|---|
| Full Leads Module | Yes | No |
| Lead Pipeline (visual Kanban) | Yes | No |
| Lead Capture Forms (embeddable) | Yes | No |
| Lead Notes & Tasks | Yes | Partial / add-on |
| Lead Source Tracking | Yes | No |
| Custom Lead Statuses | Yes | No |
| Round Robin Lead Assignment | Yes | No |
| Convert Lead → Client | Yes | No |
Proposals & Engagements11 rows
| Feature | Remindoo | Jetpack Workflow |
|---|---|---|
| Proposal Templates | Yes | No |
| Branded Proposal | Yes | No |
| E-Signatures on Proposals | Yes | No |
| Letter of Engagement | Yes | No |
| Letter of Disengagement | Yes | No |
| Professional Clearance Letters | Yes | No |
| Product / Services Catalogue | Yes | No |
| Add Prices to Catalogue | Yes | No |
| Conditional / Variable Pricing | Yes | No |
| Pricing Tool / Calculator | Yes | No |
| Convert Proposal → Client | Yes | No |
Integrations & Compliance17 rows
| Feature | Remindoo | Jetpack Workflow |
|---|---|---|
| Companies House | Yes | No |
| HMRC liabilities visibility (no filing) | Yes | No |
| Xero Integration | Yes | Yes |
| QuickBooks Integration | Yes | Yes |
| FreeAgent Integration | Yes | No |
| Calendar / Appointment Booking | Not yet | No |
| Payments Integration | Yes | No |
| Zapier / Third-party | Not yet | Yes |
| HMRC (MTD) integration | Not yet | No |
| Cyber Essentials / SOC 2 | Not yet | No |
| GDPR / UK Data Hosting | Yes | No |
| Adfin | Yes | No |
| Crezo | Not yet | No |
| TaxCalc | Not yet | No |
| Crezco | Not yet | No |
| RQ | Not yet | No |
| Go Cardless | Yes | No |
Competitor details come from Remindoo's own research using publicly available information (pricing estimates as of June 2026, based on 100 clients and 5 users). Features and prices change, please verify with each vendor before deciding.
Jetpack Workflow pricing vs Remindoo
Taken from Jetpack Workflow's pricing page on 29 September 2026. Prices can change, so check their site before deciding.
Jetpack Workflow
Per seat, annual plan · US dollars as published; £ figures are approximate
Starter
$480 (approx. £360) per seat (annual plan)
Premium
$600 (approx. £450) per seat (annual plan)
- Their site lists an optional one-time setup and training add-on at $1,500 (approx. £1,125).
- Monthly prices differ; see their pricing page.
Remindoo
Per client, per month · Pounds sterling, ex VAT
- Unlimited users on every plan, so adding staff doesn't add cost.
- Core and Growth plans, monthly or yearly (yearly saves 10%).
- Price is based on how many clients you manage.
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 more than task tracking. They need a platform that helps manage clients, deadlines, proposals, compliance processes, team collaboration, and day-to-day practice operations.
Both Remindoo and Jetpack Workflow are designed for accountants, but they take different approaches. Jetpack Workflow focuses heavily on recurring work management and workflow organisation. At the same time, Remindoo combines workflow management, CRM, proposals, client management, reporting, Companies House sync, AML options, and practice visibility within a single platform.
This comparison looks at the key differences between Remindoo and Jetpack Workflow to help accounting firms choose the right solution.
Remindoo vs Jetpack Workflow: Feature Comparison
Both platforms help firms manage recurring accounting work, but their overall feature coverage differs significantly.
What Makes Remindoo Different?
Jetpack Workflow is widely recognised for helping accounting firms organise recurring work and standardise internal processes. Firms that primarily need workflow tracking and recurring job management may find it a strong option.
Remindoo takes a broader approach by combining practice management, CRM, client management, proposals, engagements, compliance tools, reporting, and team collaboration into a single platform. This helps firms reduce software sprawl and manage more of their daily operations from one system.
Which Platform Is Better for Growing Accounting Firms?
As firms grow, visibility becomes increasingly important. Practice owners need insight into workload distribution, client profitability, service performance, deadlines, and team capacity. They also need a structured process for winning new business and managing client relationships.
While Jetpack Workflow focuses primarily on workflow execution, Remindoo supports the wider practice lifecycle through lead management, proposals, engagement tracking, client communication, reporting dashboards, and compliance management. This makes it suitable for firms looking for a more complete practice management solution .
Remindoo vs Jetpack Workflow Pricing
Remindoo use a per-client pricing model and support unlimited users, making them suitable for growing firms without increasing software costs as additional team members are added.
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.
Jetpack Workflow
Starter Yearly
/ user/month (billed annually)
Includes:
- Unlimited projects & clients
- Unlimited templates
- Customisable automation
- Live chat & email support
Starter Monthly
/ per user/month (billed monthl y)
Why Choose Remindoo?
Remindoo is built to help accounting firms manage the complete client lifecycle, not just recurring work.
Built-In AML Management
Manage manual AML records , risk assessments, and digital AML verification directly within the platform without relying entirely on external compliance systems.
Complete Client Visibility
Access client timelines, notes, services, deadlines, contacts, fees, communications, and compliance records from one central location.
Better Practice Visibility
Employee reporting, utilisation tracking, service analysis, client growth trends, and revenue visibility help firms monitor performance.
Companies House Sync
Remindoo provides Companies House syncing and visibility directly within the platform, helping UK firms manage client information more efficiently.
Proposal & Engagement Management
Create branded proposals, engagement letters, pricing catalogues, and secure electronic signatures within the platform.
Cost-Effective Team Growth
Remindoo client-based pricing model allows firms to add team members without increasing software costs.
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 Jetpack Workflow
What is the main difference between Remindoo and Jetpack Workflow?
Jetpack Workflow focuses primarily on recurring task management and workflow organisation, while Remindoo combines CRM, client management, proposals, reporting, Companies House sync, AML options, and workflow tools in one platform.
Which platform is better for UK accounting firms?
Remindoo includes UK-focused features such as Companies House sync, HMRC visibility, proposals, client management, and AML options, making it particularly suitable for UK firms.
Do both platforms offer free trials?
Yes. Remindoo offers a 60-day free trial, while Jetpack Workflow also provides a free trial.
Does Jetpack Workflow include a client portal?
Jetpack Workflow primarily focuses on workflow management and does not provide the same client portal functionality available in Remindoo.
Does Remindoo include proposals and engagement letters?
Yes. Remindoo includes proposal management, engagement tracking, libraries of products and services, and e-signatures.
Which platform offers lead management?
Remindoo includes lead management, lead capture forms, lead pipelines, and lead assignment tools. Jetpack Workflow does not publicly position lead management as a core feature.
Does Remindoo offer Companies House integration?
Yes. Companies House sync is included within Remindoo.
Does Remindoo offer AML functionality?
Yes. Remindoo supports both manual AML and digital AML processes.
Where can I learn more about Remindoo?
Visit remindoo.co to explore features, pricing, and book a live demo.
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.”
