Assign & Reassign Tasks for Accounting Team
Allocate and reassign tasks instantly as team roles change, ensuring smooth workflows and efficient task management.
How to do it in Remindoo
- Select tasks in the task list.
- Open the bulk assignment panel.
- Choose a team or named employees.
- In Capacity Planning, review the reassignment impact before confirming.
Reassign in bulk
Hand a batch of jobs to a team or to named employees.
Reassign work with live capacity updates
Select Reassign on any employee to see the tasks they own, with client, service, progress status and estimated hours. Tick the tasks to move, choose a new owner and Remindoo shows both people's hours and utilisation after the change before you confirm. It makes covering holidays, absences and busy periods such as January Self Assessment far simpler.
Loved by 100+ accountants and bookkeepers.
The Assign & Reassign Tasks for accounting team feature ensures that every task is clearly owned and managed by the right individual or team. This helps improve accountability, collaboration, and workflow efficiency.
Assign Tasks (During Task Creation)
When creating a new task, you have the option to assign it to:
- Yourself
- A specific team member
- An entire team
This ensures the task is immediately directed to the responsible party.
Key Benefits:
- Clear ownership from the start
- Improved accountability
- Better task visibility for assigned members
- Organised team collaboration
Once assigned, the task will appear in the respective assignee’s task list for action.
Reassign Tasks (After Task Creation)
Reassigning is used when a task has already been created but needs to be allocated to:
- An additional team member
- A different team member
- A different team
- Multiple assignees
How to Reassign a Task:
- Click on the task from the Tasks Page.
- The Task Card will appear.
- Click on Reassign Task.
- Select the new assignee(s) from the list.
- Confirm the changes.
The task will then reflect the updated assignment.
When to Use Reassign
- Workload redistribution
- Change in responsibility
- Adding collaborators
- Team restructuring
- Escalating a task
Important Notes
Reassigning a task does not delete previous task details or progress. It only updates the task’s responsibility.
This feature ensures flexibility in task management while maintaining structured accountability across your team.
Assign & Reassign Tasks for Accounting Team with Complete Workflow Visibility
Easily assign tasks to the right team members and reassign work instantly when priorities, workloads, or responsibilities change. Remindoo helps accounting firms maintain accountability, improve collaboration, and ensure every task stays on track without disrupting workflows.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Flexible Task Assign & Reassign for Accounting Team
Easily assign tasks to the right team members and reassign them whenever priorities shift, ensuring smooth collaboration and uninterrupted workflow across your accounting firm.
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
Assign tasks to the right team members and easily reassign them when priorities change. Start using Remindoo to keep your accounting workflows organised, collaborative, and always on track.
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.”
