Employee Reporting
Loved by 100+ accountants and bookkeepers. Employee Reporting Remindoo Employee Reporting dashboard gives partners and managers a clear, real time view of cap
Loved by 100+ accountants and bookkeepers. Employee Reporting Remindoo Employee Reporting dashboard gives partners and managers a clear, real time view of capacity, productivity and deadline performance, all in one structured reporting view designed
Loved by 100+ accountants and bookkeepers.
Remindoo Employee Reporting dashboard gives partners and managers a clear, real time view of capacity, productivity and deadline performance, all in one structured reporting view designed specifically for US accountancy practices.
Total Capacity Overview
Understand the cumulative available hours across your team.
Ideal for firms managing peak periods such as January Form 1040 deadlines.
Time Logged Monitoring
Track the actual hours recorded against tasks.
Ensures proper time management and stronger internal control.
Utilisation Rate
See how effectively your team’s time is being used.
A critical KPI for growing firms.
Overdue Task Visibility
Stay in control of compliance sensitive work.
Ideal for managing sales tax returns, payroll submissions, accounts filings and annual report filings.
Deadline Adherence Tracking
Measure how well your team meets agreed deadlines.
Supports both internal workflow targets and statutory deadlines.
Upcoming Deadlines Overview
Plan ahead with clarity.
Designed for proactive practice management.
Historical Employee Performance
Review performance at individual employee level.
For each team member, you can monitor:
This enables structured performance reviews, workload rebalancing and improved team accountability.
Date Based Reporting Filters
Analyse performance by specific dates.
Clear, measurable performance data without relying on spreadsheets.
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
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Firms That Love Remindoo
Employee Performance & Reporting Dashboard
Get real-time visibility into team capacity, productivity, and deadline performance with structured employee reporting designed for US accountancy practices.
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 knowing what each employee is working on matters
In a growing practice, the partner can no longer hold every job in their head. Clear ownership and visible workload are what stop deadlines slipping when someone is on leave, busy or new.
Clear ownership
Every client and task has a named person, so nothing sits unassigned and clients get consistent answers.
Balanced workload
Seeing tasks per person helps managers move work before one person is overloaded and another is waiting.
Cover for absence
When work, notes and history live in one system, a colleague can pick up a job without starting from scratch.
Controlled access
Roles and permissions keep sensitive client and AML data visible only to people who need it.
Practical tips from UK practice
- Group people into teams around services or client portfolios, and name a Team Lead for each.
- Review the employee task breakdown weekly, not only when a deadline is missed.
- Give new starters a limited role first, then widen access as they are trained.
- Use bulk reassignment when someone leaves or goes on holiday, rather than moving tasks one by one.
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.”
