Help centre
How can we help your practice?
Remindoo is a CRM and practice management platform built for UK accounting firms. Find a question below and watch an interactive demo of exactly how it works.
Most popular walkthroughs
Getting Started
How to Remindoo product tour, homepage in Remindoo
See how UK accounting firms run leads
Watch demo: Remindoo product tour, homepageClients
How to onboard clients and automate compliance in Remindoo
Add clients
Watch demo: onboard clients and automate complianceAML & Compliance
How to complete client compliance and verification in Remindoo
Streamline client onboarding with comprehensive AML compliance checks
Watch demo: complete client compliance and verificationTasks & Workflow
How to Snooze Tasks in Remindoo
Learn how to bulk-manage tasks
Watch demo: Snooze TasksServices & Pricing
How to build automated service templates in Remindoo
Learn how to create custom service templates with automated workflows
Watch demo: build automated service templatesTime & Capacity
How to Use the Task Timer in Remindoo to Track Work and Subtasks Efficiently
Discover how to monitor task progress
Watch demo: Use the Task Timer in Remindoo to Track Work and Subtasks EfficientlyWhich area of Remindoo do you need help with?
Getting Started
Tour the whole platform in minutes.
3 demos
Leads & Pipeline
Capture, assign and convert enquiries.
10 demos
Proposals & Engagement
Send proposals clients can sign online.
1 demo
Clients
Onboard and manage every client record.
10 demos
AML & Compliance
Record client due diligence and risk.
1 demo
Services & Pricing
Standardise services and packages.
2 demos
Tasks & Workflow
Assign, snooze and track client work.
7 demos
Time & Capacity
Track time and balance team workload.
4 demos
Documents & AI
Turn client documents into insight.
1 demo
Email & Templates
Branded, personalised client emails.
2 demos
Knowledge Base
Publish articles and FAQs for clients.
3 demos
Team & Permissions
Teams, leads and access control.
6 demos
Settings & Security
Configure your account and alerts.
4 demos
Reports & Analytics
Understand your client portfolio.
1 demo
Can't find it?
Our UK team will walk you through it. Contact Remindoo support or book a live demo.
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.”
