Customisable Task Page View
Loved by 100+ accountants and bookkeepers. Customisable Task Page View Not every accounting firm works the same way. Some prioritise billing visibility while
Loved by 100+ accountants and bookkeepers. Customisable Task Page View Not every accounting firm works the same way. Some prioritise billing visibility while others focus on progress tracking or service classification. Remindoo Customisable Task Page
Loved by 100+ accountants and bookkeepers.
Not every accounting firm works the same way. Some prioritise billing visibility while others focus on progress tracking or service classification. Remindoo Customisable Task Page View allows you to control exactly what information appears on your Tasks page.
By using this feature, you can see what matters to your firm, nothing more, nothing less.
Control Column Visibility with Precision
The Column Visibility panel allows you to select which task attributes are displayed.
This gives your firm complete control over how task data is presented.
Tailor Task Information to Your Workflow
You can choose to display or hide fields across key categories, including:
This flexibility ensures the Tasks page aligns with your firm’s operational priorities.
Reduce Clutter. Improve Focus.
Accounting teams manage large volumes of tasks daily. Displaying unnecessary columns can reduce clarity and slow navigation. With the Customisable Task Page View, you can simplify the interface to highlight only relevant data. For example:
The layout adapts to your needs.
Maintain Visibility as Your Firm Scales
As your workload grows, structured visibility becomes essential. Customisable Task page view ensures:
You control how information is presented, without changing how tasks function underneath.
Customisable Task Page View for Flexible Accounting Workflows
Tailor your customisable task page view in Remindoo to match the way your accounting firm works. Switch between layouts, prioritise key information, and organise tasks in a way that improves clarity, speed, and control. Whether you prefer list, board, or structured views, customisation helps your team focus on what matters most deadlines, responsibilities, and progress without unnecessary complexity.
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Firms That Love Remindoo
Customisable Task Page View for Complete Workflow Control
Personalise your task dashboard with flexible views, filters, and layouts to match your firm’s workflow and improve task visibility across teams.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track sales tax, Corporate Tax, payroll, and Form 1040 Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
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.”
