Add/Delete Multiple Services
Manage client services efficiently in Remindoo. Add or remove multiple services at once to maintain up-to-date profiles and streamline client engagement.
How to do it in Remindoo
- Open the client's service library.
- Search for the required service.
- Review its subtasks and reminders.
- Review the services on the client profile.
Choose from your service library
Search services such as Accounts - Year End + CT600, ATED, Bookkeeping, CIS, Confirmation Statement, Personal Tax Return and VAT. Each shows how many subtasks and preset reminders it creates.
Services with tax liabilities and authorisation
Each service links to its HMRC tax liabilities and client authorisation.
Loved by 100+ accountants and bookkeepers.
The Add/Delete Multiple Services feature in Remindoo allows accounting firms to efficiently manage client services directly from the Client Profile. Firms can remove multiple services in a single action and add new services individually as needed, ensuring flexibility and control over client engagements.
Centralised Service Management
From the Clients menu, simply:
- Click on a client
- Open the Client Profile
- Navigate to the Services section
Here, you can view all services acquired by the client, such as Personal Tax Return, CT600, and other accounting services. This centralised view provides complete clarity over the client’s active engagements.
Bulk Service Deletion
Remindoo allows firms to remove multiple services at once for greater efficiency.
- Use the tick box at the top left of the services table to select all services
- Or select individual services manually
- Delete them in a single action
This bulk action capability saves time, particularly when restructuring service packages or updating client agreements.
Individual Service Addition
To add new services, use the “+ Add Services” button located at the top right of the Services section. Services can be added individually, allowing firms to:
- Customise service packages per client
- Expand services as client needs grow
- Maintain precise control over active engagements
Greater Flexibility and Accuracy
By combining bulk deletion with individual service addition, firms can:
- Quickly adjust service offerings
- Prevent outdated or duplicate services
- Maintain accurate client service records
The Add/Delete Multiple Services feature gives firms complete control over client service management, ensuring flexibility, efficiency, and accurate engagement tracking within Remindoo.
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.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Efficient Client Service Management
Easily add or delete multiple client services from a single view, giving accounting firms full control and flexibility over client engagements.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track VAT, Corporation Tax, PAYE, and Self Assessment Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The Companies House integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeper @ Bean Counter
Add or remove multiple services at once in Remindoo to keep client profiles up-to-date, maintain flexibility, and ensure operational efficiency
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.”
