Documents Portal
Document Management Software for Accountants and Bookkeepers
Organise, find, preview, share and sign client documents in one connected portal — without separating files from the client work they belong to.
Built for UK accountants, bookkeepers and growing accountancy practices.
What is Remindoo document management?
Remindoo document management software helps accounting firms organise files by client, service and task, control client access, share documents and manage electronic-signature workflows.
Keep every client document in one connected portal
- 1Open the Documents Portal
- 2Go to the client folder
- 3Organise by service and task
- 4Create folders or upload files
- 5Review document information
- 6Preview the document
- 7Choose whether the client can see it
- 8Share by email or copy its link
- 9Prepare for electronic signature if needed
- 10Move, rename or delete when appropriate
Organise documents by client, service and task
- Documents
- Client
- Service
- Task
- Document
- Practice-wide document library
- Client-specific folders
- Service-level and task-level folders
- Folder breadcrumbs for structured navigation
- Files kept in their working context
Keep a year-end accounts document with the correct client, accounting service and task instead of in a disconnected drive.
Find the right file quickly
All and Recent views
Search documents and folders
List and grid views
List view shows these details, with supported columns sortable to find recent, older, large or updated files:
- Name
- File size
- Date added
- Modified date
- Creator
- Client visibility
Create folders, upload files and monitor storage
- Create a new folder in the current location
- Upload documents into client, service or task folders
- Storage meter shows space used against your allowance
Remindoo currently includes 3 GB of document storage per firm.
See who added and updated each document
Every document shows its creator, date added, last modified date, file size, folder location, client association and visibility — so ownership is clear when colleagues pick up work.
Preview, review and update document information
Preview a document in the portal to confirm it is the right file before sharing or sending for signature, without unnecessary downloads. The Document Information window has three tabs:
Document Info
Client Info
Task Info
Control which documents clients can see
- Keep working files internal
- Make selected documents visible to the client
- Set visibility per document
- Make a document private again at any time
- Review visibility from the main portal
Share documents with clients by email
Select one or more recipients from the client's contacts, edit the subject and message, and send an email with a View Documents button that gives recipients access to the shared document — without leaving the portal. You can also start an email to the client directly from a document's action menu.
- Paragraph styles
- Font and font size
- Bold and italic
- Text colour and highlighting
- Alignment
- Tables and insert options
- Editable subject
- Editable message body
Need to reference a file elsewhere? Copy Link gives you a direct link to the document.
Remindoo emailPrepare documents for electronic signature
1. Select signature recipients
2. Place required inputs
3. Connect with a task
Move, rename or delete documents
- Move a document to another folder
- Rename from the Document Info tab
- Delete documents you no longer need — deleted files cannot be recovered
Related Remindoo features
Client management
The client record each document folder belongs to.
Client portal
Where clients see the documents you make visible.
Centralised client information
Keep client details and files in one place.
Client onboarding
Collect what you need when a new client joins.
Task management
The work your task-level folders support.
Email management
Practice email alongside document sharing.
E-signatures
How client electronic signatures work in Remindoo.
Proposals and engagement letters
Signed engagement documents from the sales stage.
Client timeline
Client activity in chronological order.
Document Portal Visibility and Management
Control which employee roles can access the Document Portal and which roles can manage its content and organisation.
Explore Roles & PermissionsFolders Created by Service Templates
With Folder Automation enabled, assigning a service creates its configured document folders automatically.
Explore Service templatesDocument Signature Notifications
Receive in-app and email updates when a document is signed or declined.
Explore Practice ControlsAutomated Document Requests
Client-facing checklists request supporting documents as part of each service workflow.
Explore reusable checklist templatesAnalyse Financial Documents with AI
Upload a PDF, Word, Excel or CSV file to the Financial Assistant and ask questions using your own connected AI provider.
Explore financial document analysisFrequently asked questions
What is document management software for accountants?
It helps accounting firms store, organise, find and share client files in one place. Remindoo organises documents by client, service and task, controls what clients can see and prepares documents for electronic signature.
Does Remindoo include a Documents Portal?
Yes. The Documents Portal is a practice-wide document library where you can browse, search, upload, preview, share and manage files.
Can I organise documents by client?
Yes. Each client has its own folder within the Documents Portal.
Can I organise documents by service and task?
Yes. Within a client, documents can sit in service-level and task-level folders, so files stay with the work they support.
Can I create folders?
Yes. You can create a new folder in the current location.
Can I upload client documents?
Yes. You can upload files into the folder you are viewing, including client, service and task folders.
Can I search documents and folders?
Yes. You can search documents and folders by name.
Can I view recent documents?
Yes. The Recent Documents view shows recently added or modified files, alongside an All Documents view.
Can I preview documents?
Yes. You can preview a document from the portal before sharing it or preparing it for signature.
Can I control whether a client sees a document?
Yes. Visibility is controlled per document, so you can keep working files internal and make selected documents visible to the client. Uploaded documents are not all automatically visible.
Can I make a document private again after sharing it?
Yes. Visibility is reversible — a document that has been made visible to the client can be made private again at any time, and it will no longer appear in the client portal.
Can I email documents to clients?
Yes. You can select recipients from the client's contacts, edit the subject and message in a rich-text editor and send an email with a View Documents button that gives recipients access to the shared document.
Can I copy a document link?
Yes. Copy Link gives you a direct link to the document to reference in other communication.
Does Remindoo support electronic signatures?
Yes. Documents can be prepared for electronic signature in three stages: recipient selection, input placement and task selection.
Can I use an existing client contact as a signature recipient?
Yes. You can search and select an existing client user as the signature recipient.
Can I add a custom signature recipient?
Yes. You can create a client user manually or add a custom user as the recipient.
Can I connect a signature request with a task?
Yes. The final stage lets you select the relevant task, so the signing request stays linked with the client work.
Can I move a document to another folder?
Yes. Documents can be moved to another folder.
Can I rename a document?
Yes. You can rename a document from the Document Info tab and save the change.
How much document storage is included?
Remindoo currently includes 3 GB of document storage per firm, with a storage meter showing how much you have used.
Can I see who uploaded a document?
Yes. Each document shows its creator, date added, last modified date and file size.
Can I switch between list and grid views?
Yes. Use list view for document details and grid view for visual folder browsing.
Can deleted documents be recovered?
Delete documents only when you are sure. Remindoo does not offer recovery of deleted documents.
Keep Every Client File Connected with the Work It Supports
Remindoo brings client documents, services, tasks, sharing and electronic signatures into one connected accounting workflow.
Book a personalised demonstration based on your firm’s own process.
Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
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.”
