View Completed & Archived Tasks
Keep full visibility over all view completed and archived tasks. Remindoo helps accountants track historical work and improve workflow efficiency.
How to do it in Remindoo
- Open the task list.
- Tick the relevant tasks.
- Review the Archive action in the bulk bar.
Select and act
Tick tasks to reveal the bulk bar: create subtask, assign, snooze, archive, update status, update progress status and delete.
One table for all work
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.
Loved by 100+ accountants and bookkeepers.
In accounting firms, completed work must remain accessible. Compliance reviews, client queries, audits, and internal evaluations often require revisiting past tasks. Remindoo View Completed & Archived Tasks feature ensures no work disappears but it simply moves into a structured historical view. This feature can be accessed from the Tasks Page, located in the top-right filter section.
Complete Section
The Complete section contains tasks that have been fully finished. A task appears in the Complete section when:
- The Task Status is set to Completed
- (Optionally) The Progress Status is set to Invoice Paid & Completed , if applicable to that job
This is especially useful for billable accounting work, where completion may be tied to invoicing and payment confirmation.
Why This Matters for Accounting Firms
The Complete section helps firms:
- Separate active work from finished jobs
- Track completed deliverables
- Confirm invoicing alignment
- Maintain reporting clarity
- Review historical task execution
Completed tasks remain visible for reference but no longer interfere with active workflows.
Archived Section
The Archived section is for tasks that are fully closed and no longer require operational visibility.
How a Task Moves to Archived
After a task has been completed, you can change its Status to Archived. Once marked as Archived:
- It is removed from active and completed task lists
- It moves into the Archived section
- It remains stored in the system for historical reference
When to Archive a Task
Accounting firms typically archive tasks when:
- A compliance cycle is fully closed
- Documentation is finalised
- Invoicing is settled
- No further follow-ups are required
- The engagement period has ended
Archiving keeps your workspace clean while preserving data.
Operational Benefits
By separating Completed and Archived tasks, firms gain:
- Clear visibility of what is done
- Controlled closure of jobs
- Historical data retention
- Stronger workflow discipline
- Improved performance tracking
Instead of deleting finished work, you manage it through a structured lifecycle.
View Completed & Archived Tasks for Full Task History and Audit Visibility
Easily access all view completed and archived tasks in Remindoo to maintain full visibility over past work, decisions, and deadlines. This helps accounting firms improve audit readiness, track performance history, and ensure nothing is lost over time while keeping active workflows clean and organised.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Access Completed & Archived Tasks Anytime
Easily review past work, track historical progress, and maintain full visibility over your accounting workflows all from one organised, easy-to-navigate platform.
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 review finished work, access historical records, and maintain full oversight of your accounting workflows. Start using Remindoo to stay organised and ensure nothing slips through the cracks.
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.”
