Trigger dates & offsets
Work backwards from the statutory date so jobs start with time to spare. Explore trigger dates & offsets for accountants, CPAs and bookkeepers in Remindoo's s
Work backwards from the statutory date so jobs start with time to spare.
Purpose-built Trigger dates & offsets software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $67.50 /month
Active workspace
Services & Workflow Automation · This week
Trigger tasks X days before a deadline
Assigned · Due this week
Separate internal target offsets
Assigned · Due this week
Based on year end, period end or filing date
Assigned · Due this week
Built for real practice work
Everything your team needs to run trigger dates & offsets
One clear operating view
Keep the owner, deadline, client context and next action together. Your team sees what matters without opening another spreadsheet or chasing an update.
Less repetitive admin
Standardise the steps, automate handoffs and give every person a reliable next action.
Availability
All plans
Status: Live
Made for the whole firm
Partners get visibility, managers get control and team members get a focused queue of work.
Ready quickly
Configure your defaults once, then refine them as your practice grows.
Simple by design
How Trigger dates & offsets works
A connected workflow from setup to review, without adding another disconnected tool.
- 0 1 Set your practice defaults Choose owners, deadlines and templates for trigger dates & offsets.
- 0 2 Run the work together Your team works from shared client context and clear next actions.
- 0 3 Review progress instantly See status, blockers and history without asking for manual updates.
Included in Remindoo
Connect trigger dates & offsets to the rest of your practice
Unlimited services & workflows
Build as many services as your practice offers, each with its own workflow.
Internal / external service types
Separate client-facing compliance work from internal practice jobs.
Estimated time per service
Budget each service so capacity planning and recovery are real.
Flexible frequencies
Match how the job actually recurs — monthly payroll, quarterly sales tax, annual accounts.
Custom fields & tokens
Push client-specific data into workflows, task names and emails automatically.
Automated task generation
The engine that keeps your practice ahead of every deadline without a planning meeting.
Plans & pricing
Get Trigger dates & offsets from $67.50/mo
Priced per client with unlimited users. 60-day free trial. Pay yearly upfront and save 10 %.
USD · excludes sales tax
Growth
Our recommended plan — everything in Core, plus AI, analytics and priority support.
$75.00 /mo
75 clients · excl. sales tax · $1.00 per client
or $810.00 /year paid upfront (save 10 %)
Trigger dates & offsets included
- AI task & client summaries
- Email inbox integration & triage
- Tax liability visibility (12 months free)
- Advanced analytics, advanced employee roles & bulk comms
Core
Standard plan with all essentials included.
$67.50 /mo
75 clients · excl. sales tax · $0.90 per client
or $729.00 /year paid upfront (save 10 %)
Trigger dates & offsets included
- Task, client & workflow management
- Proposals, engagements & e-signatures
- Client portal & document sharing
- Leads pipeline & automated reminders
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
Frequently asked questions
Trigger dates & offsets is part of Remindoo's Services & Workflow Automation workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
Trigger dates & offsets is included in Core and Growth with no separate add-on.
Yes. Trigger dates & offsets is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Trigger dates & offsets with your own clients and workflows. A card is required to begin.
Put trigger dates & offsets to work
Start with your own clients, deadlines and team. A card is required to begin the 60-day trial.
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.”
