Remindoo feature
Centralise client information for Accountants
Centralise client information 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 client profile.
- Review Basic Information.
- Open the timeline to review notes and client activity.
Basic information
Every field can be searched, edited individually or with Edit All, and split into basic and additional fields.
Notes on the client timeline
Every change is logged: client added, services added and notes. Add notes, filter events, sort and search the timeline.
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
Centralise client information 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.
Remindoo’s Centralised Client Information feature brings all relevant client data into a single, structured window and gives accounting firms complete visibility and control at a glance. Instead of switching between systems, spreadsheets, and email threads, your team can access everything from one central dashboard.
Complete Client Overview in One Place
The centralised view displays all key client data in a clear, organised layout. It includes:
- Client name and status (Not started, In-Progress,Completed etc.)
- Assigned team members
- Service managers
- Contact email details
- Related clients
- Engagement status indicators
This ensures your firm always has a real-time snapshot of every client relationship.
Operational Metrics & Performance Insights
Remindoo enhances client visibility with high-level financial and time-tracking summaries. Following key insights are available:
- Total fees
- Total hours allocated
- Spent hours
- Available hours
This helps firms monitor engagement performance and resource allocation without running separate reports.
Team Accountability & Assignment Visibility
The centralised dashboard clearly displays assignees and service managers linked to each client. This improves responsibility tracking, reduces internal confusion, and strengthens workflow coordination.
Search & Quick Access Functionality
With built-in search and filtering capabilities, firms can instantly locate specific clients without navigating through complex folders or systems.
Designed for Clarity, Control & Efficiency
Centralised Client Information ensures that every department works from the same accurate dataset. It reduces duplication, improves transparency, and enhances decision-making across the firm.
With Remindoo, your entire client portfolio lives in one organised, intelligent system, built specifically for accounting practices.
Centralised Client Information for Better Practice Visibility
Keep all client records, documents, communication history, deadlines, and service details in one centralised location. Remindoo helps accounting firms access accurate client information quickly, improve collaboration across teams, and reduce time spent searching across disconnected systems.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Centralised Client Information for Accounting Firms
Access all client records, communication, and financial details in one organised dashboard within Remindoo’s accounting practice management software.
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
Access every piece of client data from a single structured dashboard. With Remindoo, your accounting firm can eliminate scattered spreadsheets and emails while gaining complete visibility over client records.
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
Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
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.”
