Comparison · Updated 24 September 2026
Remindoo vs Moneypex: Which Is Better for UK Accounting Firms?
Remindoo vs Moneypex — this page compares both tools on what UK accounting firms need: CRM, UK deadline tracking, proposals, client portal, workflow and pricing. Competitor details are checked against their public websites; confirm current information before deciding.
Quick verdict
Choose Remindoo if…
you are a UK accounting or bookkeeping firm wanting CRM, proposals, workflow, Companies House deadlines, client portal and AML records in one system, with per-client pricing and unlimited users.
Moneypex may suit…
UK firms evaluating practice management tools (to be verified).
Source and notes
Source: Awaiting verification
Verified: Not yet verified
Editor note: Not yet checked against Moneypex's public website. Confirm current details directly with Moneypex.
Feature comparison
Moneypex details are marked "To be verified" until confirmed from their public website.
| Capability | Remindoo | Moneypex |
|---|---|---|
| CRM and lead pipeline | Included — leads, pipeline stages and client records | To be verified Source and notesSource: Awaiting verification Verified: Not yet verified Editor note: Not yet checked against Moneypex's public website. Confirm current details directly with Moneypex. |
| UK deadline tracking (Companies House and HMRC) | Included — Companies House sync pulls filing deadlines | To be verified Source and notesSource: Awaiting verification Verified: Not yet verified Editor note: Not yet checked against Moneypex's public website. Confirm current details directly with Moneypex. |
| Proposals and engagement letters | Included — templates with e-signatures | To be verified Source and notesSource: Awaiting verification Verified: Not yet verified Editor note: Not yet checked against Moneypex's public website. Confirm current details directly with Moneypex. |
| Client portal | Included — secure document sharing and requests | To be verified Source and notesSource: Awaiting verification Verified: Not yet verified Editor note: Not yet checked against Moneypex's public website. Confirm current details directly with Moneypex. |
| Workflow and recurring tasks | Included — service templates and recurring tasks | To be verified Source and notesSource: Awaiting verification Verified: Not yet verified Editor note: Not yet checked against Moneypex's public website. Confirm current details directly with Moneypex. |
| Automated client reminders | Included — scheduled email reminders | To be verified Source and notesSource: Awaiting verification Verified: Not yet verified Editor note: Not yet checked against Moneypex's public website. Confirm current details directly with Moneypex. |
| UK support | UK-based team built by chartered accountants | To be verified Source and notesSource: Awaiting verification Verified: Not yet verified Editor note: Not yet checked against Moneypex's public website. Confirm current details directly with Moneypex. |
| Pricing model | Per active client, unlimited users | To be verified Source and notesSource: Awaiting verification Verified: Not yet verified Editor note: Not yet checked against Moneypex's public website. Confirm current details directly with Moneypex. |
| Free trial | 60-day free trial (card required) | To be verified Source and notesSource: Awaiting verification Verified: Not yet verified Editor note: Not yet checked against Moneypex's public website. Confirm current details directly with Moneypex. |
Why firms switch to Remindoo
Everything in one place
CRM, proposals, workflow, client portal, deadlines and AML records in one system instead of several.
Built around UK deadlines
Companies House sync imports filing dates, and recurring services track HMRC obligations for every client.
Pricing that grows with clients
Pay per active client with unlimited users — add staff without adding cost.
Switching from Moneypex
- Export your client list and services from Moneypex.
- Our team imports clients and pulls Companies House data.
- Map your jobs to Remindoo service templates.
- Run both systems for one cycle, then switch on client reminders.
Explore Remindoo
Frequently asked questions
Is Remindoo a good Moneypex alternative for UK firms?
Remindoo suits UK accountants and bookkeepers who want CRM, proposals, workflow, Companies House deadlines, client portal and AML records in one system with per-client pricing and unlimited users. Compare Moneypex's current public pricing and features before deciding.
How do I switch from Moneypex to Remindoo?
Export your client list and services, then Remindoo's migration help imports clients, sets up service templates and pulls Companies House data. Most firms run both systems in parallel for a short period before switching over.
How much does Remindoo cost?
Remindoo charges per active client per month with unlimited users on every plan. See the pricing page for current Core and Growth prices, including or excluding VAT.
Is there a free trial?
Yes. Remindoo offers a 60-day free trial of the full product. A card is required to start.
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 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.”
