Remindoo feature
Add new users for Accountants
Add new users in Remindoo helps UK accountancy teams standardise work, keep client context close and move deadlines forward with fewer manual checks. It connects to the wider practice workflow so owners, dates and next actions stay visible.
How to do it in Remindoo
- Open the employee list.
- Review roles and invitation status.
- Open the employee form and review role, compensation and working pattern.
Employee list
Active, inactive, invited and archived staff with role and invitation status; resend invites, edit or remove.
Compensation and working pattern
Add an employee with role, department, start date and the services they manage or partner, plus annual salary or hourly pay and a weekly working pattern. Remindoo calculates yearly, monthly and weekly pay, hourly rate and FTE (e.g. £32,000 over 40 hours = £15.38 an hour) for capacity and profitability reporting.
How does it work?
Create the rule
Keep the process clear for partners, managers and the delivery team.
Apply it to client work
Keep the process clear for partners, managers and the delivery team.
Review progress
Keep the process clear for partners, managers and the delivery team.
Frequently asked questions
Add new users is a Remindoo feature for organising accountancy work with clear owners, statuses and client context.
Yes. Remindoo is built around UK practice terms, deadlines and workflows including VAT, CS01, CT600, payroll and CIS.
Yes. Remindoo connects feature workflows to client services and repeat tasks.
Loved by 100+ accountants and bookkeepers.
If you are running an accounting firm, every service begins with a task. Your deadlines and accountability can suffer if your task creation is slow or inconsistent. Remindoo’s Quick Task Creation is designed to make your task setup fast, structured and reliable. It gives your firm a consistent way to initiate work, assign responsibility and maintain visibility.
Unlimited User Invitations
Remindoo allows firms to invite unlimited users to the system. Whether you are hiring:
- Accountants
- Payroll specialists
- Bookkeepers
- Admin staff
- Service managers
You can expand your team without technical restrictions. This makes the system future-ready for scaling practices.
Centralised Employee Management
All user management is handled through a dedicated Employee List interface, giving you:
- A complete overview of active users
- Visibility into pending invitations
- Structured employee records
- Easy access to user information
This centralisation eliminates scattered spreadsheets or external tracking tools.
Structured User Profiles
When adding a new team member, Remindoo captures all required user information in a structured format. This ensures:
- Accurate employee records
- Clear identity mapping inside the system
- Consistency in internal data management
- Reduced onboarding errors
A well-documented profile ensures smoother collaboration and system-wide transparency.
Secure Invitation-Based Access
Rather than instantly activating accounts, Remindoo uses an invitation-based onboarding model. Its key advantages include:
- Controlled system access
- Secure user authentication
- Reduced risk of unauthorised entry
- Clear confirmation once the user accepts
Only after the invited user accepts does their profile become active within the system to maintain operational security.
Seamless System Integration
Once accepted, the new user automatically becomes part of your Employee List, making them available for:
- Team assignments
- Task allocation
- Client responsibilities
- Workflow collaboration
There is no need for additional setup or manual syncing.
Scalable Workforce Expansion
As your accounting firm grows, this feature allows you to:
- Quickly onboard seasonal staff
- Add new departments
- Expand service teams
- Support remote or hybrid work models
All without disrupting existing workflows.
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
Seamless Team Onboarding
Quickly add and invite new users with a secure, structured process that simplifies team expansion and keeps access management fully controlled.
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
Easily onboard new employees and expand your accounting firm with Remindoo’s secure user invitation system designed for scalable team growth.
Every deadline. Every client. One system.
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.
See it in action
More walkthroughs
Step-by-step guide
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 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.”
