As of September 2026
The Xero Practice Manager Alternative for UK Firms
Remindoo is a Xero Practice Manager alternative for UK accounting firms that want CRM, proposals, engagement letters, manual AML records, Companies House sync and recurring workflows in one system, priced per client with unlimited users. XPM is tightly linked to Xero; Remindoo's ledger integrations are still in progress, which is the main trade-off.
Feature comparison
Xero Practice Manager focuses on jobs, time and Xero-connected client data. Remindoo covers leads, proposals with e-signature, onboarding, AML recording, recurring tasks, service templates, dashboards and a client portal. Remindoo does not offer timesheets for billing, invoicing or a Xero integration today.
Pricing comparison
XPM access is bundled with Xero partner subscriptions; check Xero's current UK partner pricing. Remindoo uses per-client pricing with unlimited users, from £1.20 per client per month ex VAT (£1.44 inc VAT) on Core at small volumes and falling as you grow, with a 60-day free trial.
Migrating from XPM
Remindoo offers migration assistance for a small per-client fee: client records, services and recurring work are mapped into Remindoo templates. Most firms run both side by side for a period before switching fully.
FAQs
What is the best Xero Practice Manager alternative in the UK?
It depends on whether you need tight Xero ledger links. If you want CRM, proposals, AML records and workflows in one system with unlimited users, Remindoo is a strong UK option.
Does Remindoo integrate with Xero?
Not yet. Ledger integrations are in progress.
Can I migrate from Xero Practice Manager to Remindoo?
Yes. Migration assistance is available for a small per-client fee.
Is Remindoo priced per user like some practice tools?
No. Remindoo is priced per client with unlimited users.
Can I try Remindoo before switching from XPM?
Yes, with a 60-day free trial.
Last updated:
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 Xero Practice Manager for your firm
Review Xero Practice Manager's current pricing and features with the vendor before deciding.
Remindoo vs Xero Practice Manager: feature by feature
Pricing & plans4 rows
| Feature | Remindoo | Xero Practice Manager |
|---|---|---|
| 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 | Xero Practice Manager |
|---|---|---|
| Mobile App | No | To be verified |
Task Management14 rows
| Feature | Remindoo | Xero Practice Manager |
|---|---|---|
| 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 | Xero Practice Manager |
|---|---|---|
| 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 | Xero Practice Manager |
|---|---|---|
| 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 | Xero Practice Manager |
|---|---|---|
| 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 | Xero Practice Manager |
|---|---|---|
| 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 | Xero Practice Manager |
|---|---|---|
| Create Teams & Assign Leads | Yes | To be verified |
| Role-Based Permissions | Yes | To be verified |
Leads Management8 rows
| Feature | Remindoo | Xero Practice Manager |
|---|---|---|
| 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 | Xero Practice Manager |
|---|---|---|
| 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 | Xero Practice Manager |
|---|---|---|
| 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 Xero Practice Manager's feature set, so its column is marked "To be verified". Remindoo's column reflects current features.
Xero Practice Manager (Partner Hub + Practice Management) pricing vs Remindoo
Taken from Xero Practice Manager (Partner Hub + Practice Management)'s pricing page on 29 September 2026. Prices can change, so check their site before deciding.
Xero Practice Manager (Partner Hub + Practice Management)
Part of the Xero partner programme · Not shown
Partner Hub + Practice Management
Price not shown on Xero's page
Xero asks firms to join its partner programme
- Xero's page does not list a price. Ask Xero for current partner terms.
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 simple job tracking. Modern practices require visibility across clients, deadlines, compliance, communications, proposals, reporting, and team workloads.
Both Remindoo and Xero Practice Manager help firms manage client work, but they take different approaches. Xero Practice Manager is focused on job management, time tracking, and billing for firms already operating within the Xero ecosystem.
Remindoo provides a broader practice management platform designed specifically for accountants and bookkeepers looking to manage client relationships, deadlines, compliance, proposals, reporting, and operational workflows from one place.
Comparing Remindoo And Xero Practice Manager Features
The table below compares publicly available features from both platforms as of June 2026.
Which Platform Is Better For Accounting Practice Management?
Xero Practice Manager is designed primarily for firms already working within the wider Xero ecosystem. Its strengths are job management, timesheets, WIP reporting, billing, and integration with other Xero products. Remindoo focuses on giving accounting firms broader operational visibility. In addition to task management, it includes CRM, lead management, proposals, engagement tracking, Companies House Sync, compliance tools, reporting dashboards, and communication management.
Key Differences Between Remindoo And Xero Practice Manager
One of the biggest differences is how firms manage client relationships. Xero Practice Manager focuses on managing active client work, while Remindoo combines CRM, lead tracking, proposals, engagements, client communication, and practice management within a single platform.
Another major difference is visibility. Remindoo provides dashboards for employee performance, client growth, workload management, service time analysis, and revenue tracking. Xero Practice Manager provides strong job and financial reporting but is not positioned as a complete CRM and proposal management solution
Remindoo and Xero Practice Manager
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.
Xero Practice Manager
/per month
Why Choose Remindoo?
Remindoo is designed specifically for accountants and bookkeepers who want to manage clients, compliance, communication, reporting, and deadlines from a single 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 Xero Practice Manager
Is Remindoo an alternative to Xero Practice Manager?
Yes. Both platforms help firms manage client work, but Remindoo also includes CRM, lead management, proposals, engagement management, reporting dashboards, and compliance visibility.
Which platform is better for growing accounting firms?
Firms seeking broader practice management capabilities often prefer Remindoo, while those heavily invested in the Xero ecosystem may prefer Xero Practice Manager.
Do both platforms support time recording?
Yes. Both platforms provide time recording functionality.
Do both platforms provide client management?
Yes. Both platforms provide client management features, although Remindoo offers broader CRM functionality.
Does Remindoo include Companies House Sync?
Yes. Companies House Sync is included within Remindoo.
Does Remindoo provide lead management?
Yes. Lead pipelines, lead capture forms, custom fields, and round robin assignment are included.
Does Xero Practice Manager include proposal management?
Xero Practice Manager is not publicly positioned as a dedicated proposal and engagement management platform.
Does Remindoo include AML functionality?
Yes. Manual AML is included, and digital AML is available for a small fee.
Where can I learn more about Remindoo?
From the Remindoo official website.
Where can I learn more about Xero Practice Manager?
From the Xero official website.
Does Remindoo offer a free trial?
Yes. Remindoo currently offers a 60-day free trial.
Is Xero Practice Manager available in the UK?
Yes. Xero Practice Manager is available for UK accounting firms through Xero's practice ecosystem
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.”
