Features
Remindoo brings tasks, clients, services, leads, proposals, AML, dashboards and communication into one system for UK accountants. Each feature is designed to reduce chasing, standardise work and make deadlines visible before they become urgent.
Each row shows a timer, task name, assignees, partner, managers and creation date, with Custom Task, Recurring Tasks, Show Kanban View, column visibility and filter buttons above.
Each row shows the client name with quick icons for the document folder, invoices and agent authorisation, a "New" badge with the date added, client type, email and assignees. Draft clients are those whose onboarding is not finished yet.
Info Requested, Work in Progress, Under Review, With Client, Filed / Completed and Overdue, each with a live count. Service chips across the top show how many jobs sit in Accounts, VAT, Payroll, Self Assessment, Confirmation Statements, Bookkeeping, CIS, Corporation Tax, AML / ID, Proposals, Formation and Others.
Use this geometric overview to scan the full product surface before opening the detailed feature library.
Every job in the practice, created, assigned, tracked and closed in one place.
One authoritative client record, contacts, services, deadlines, fees and compliance.
Define a service once and let Remindoo raise the right jobs at the right time, forever.
Unlimited users, clear roles and every conversation attached to the work.
Capture inquiries, work the pipeline and convert to a client without re-keying anything.
Priced proposals, engagement letters and signatures, then straight into onboarding.
Connect your mailbox so client email becomes tracked work instead of a private pile.
A secure, branded space where clients see what you need and what is happening.
Live numbers on workload, deadlines, capacity, team performance and revenue.
Streamline your accounting practice with our comprehensive suite of professional tools.
Join hundreds of accounting firms already using Remindoo to streamline their operations and grow their business.
60-day free trial + free data migration + a free onboarding call
We move your clients, contacts, services and deadlines across for you, then walk your team through setup.
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.
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.
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
“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.”
Getting Started
Manage leads
Watch demo: complete CRM operations and client managementGetting Started
See how UK accounting firms run leads
Watch demo: Remindoo product tour, homepageGetting Started
See how UK accounting firms run leads
Watch demo: Remindoo product tour, homepage (full)Remindoo offers Core and Growth plans. See the current plan comparison and charges before choosing a plan; do not assume every feature is included in Core.
Product screenshots illustrate documented workflows, not a guarantee of plan entitlement. Ask for a demonstration to confirm suitability and current availability.
Scope notes checked against product and pricing documentation on ; this is not a review date for every instruction or screenshot.
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ICAEW Technology Accredited software for firms across the accounting profession
