Bulk Reassign
Remindoo allows accounting firms to bulk reassign tasks quickly, helping teams stay organised and maintain efficient practice management.
How to do it in Remindoo
- Select clients in the client list.
- Open the reassignment panel.
- Choose the partner, service manager or assignees.
- Review the task bulk assignment panel for task ownership.
Reassign partners, managers and assignees in bulk
Choose a new partner, service manager or assignees for every selected client at once.
Reassign in bulk
Hand a batch of jobs to a team or to named employees.
Loved by 100+ accountants and bookkeepers.
The Bulk Reassign feature allows you to reassign multiple tasks at once to specific team members or entire teams. This is especially useful when managing workload distribution, team changes, or project restructuring.
How Bulk Reassign Works
- Go to the Tasks menu.
- Select all tasks at once, or
- Select multiple specific tasks manually.
- Once selected, choose the Reassign option.
- Select the team member(s) or team you want to assign the tasks to.
- Confirm the reassignment.
All selected tasks will now reflect the updated assignee(s).
You Can Reassign To
- A specific team member
- Multiple team members
- An entire team
- Yourself
When to Use Bulk Reassign
- Redistributing workload across the team
- Shifting tasks due to employee leave
- Project handovers
- Team restructuring
- Urgent reallocation of responsibilities
Key Benefits
- Saves time by avoiding repetitive manual reassignment
- Ensures consistent task distribution
- Reduces administrative effort
- Maintains task history and existing task details
Important Notes
- Bulk Reassign only changes the assignee(s).
- Task details, progress, comments, and history remain unchanged.
- Make sure the correct tasks are selected before confirming the reassignment.
This feature ensures efficient task management while maintaining accuracy, transparency, and accountability across your team.
Bulk Reassign for Faster Workload Distribution Across Accounting Teams
Bulk Reassign in Remindoo allows accounting firms to quickly reallocate multiple tasks to different team members in one action. This helps managers balance workloads, respond to staffing changes, and ensure deadlines are still met without manually updating each task. It improves efficiency, reduces admin effort, and keeps workflow management smooth even in high-volume accounting environments.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Efficient Bulk Task Reassignment
Quickly reassign multiple tasks in one action to adapt to workload changes and team availability, helping your accounting firm maintain smooth workflow management without delays.
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
Reassign multiple tasks in seconds and keep your team aligned with changing workloads. Start using Remindoo to manage responsibilities efficiently and maintain smooth workflows across your accounting firm.
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.”
