Loved by 100+ accountants and bookkeepers.

Centralised Client Information

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.

⚡ Core Features

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.

Task Management

Complete task management solution with automation and team collaboration.

Quick Task Creation

Create tasks instantly with minimal input, keeping your workflow fast and efficient.

Detailed Task Creation

Add priorities, assignees, and deadlines to build fully detailed and structured tasks.

Recurring Task

Automate repeating jobs by setting flexible recurrence schedules for ongoing tasks.

Global Search

Quickly locate any task, client, or deadline across the entire system.

Customise Task Page View

Adjust layouts and views to fit personal preferences or team workflows.

Strong Filters

Narrow results by tags, deadlines, assignees, or status to stay organised.

Task Card

See all essential task information at a glance in card format.

Task Details View

Expand tasks for complete information, attachments, subtasks, and notes in one place.

View Sub Tasks

Break tasks into smaller subtasks, making progress easier to track and manage.

Add Sub Task

Add subtasks directly within a task to break down work more effectively.

Complete Checklist from Tasks

Use built-in checklists to ensure every step of a task is completed.

Comments

Collaborate effectively with threaded discussions and updates directly inside tasks.

Tag Colleagues

Mention teammates in tasks to notify, involve, and assign responsibilities quickly.

Time Recording

Log hours spent on tasks to track productivity and project profitability.

Edit/Delete Task

Update details or delete tasks easily while keeping workflow clean and accurate.

View Completed & Archived Tasks

Access history anytime by reviewing completed and archived task records.

Task Timeline

Visualise tasks in chronological order for better planning and scheduling.

Assign & Reassign Tasks

Allocate responsibilities or reassign tasks instantly when team roles change.

Bulk Reassign

Reallocate multiple tasks at once to streamline workload management.

Snooze Tasks

Postpone non-urgent tasks while keeping them visible for future follow-up.

Bulk Snooze

Delay multiple tasks together without losing their visibility or context.

Manage Internal & External Deadlines

Track both client deadlines and internal timelines in one place.

Bulk Delete

Remove multiple tasks at once, saving time and keeping task lists organised.

Bulk Archive

Archive several completed tasks in one action for easy record-keeping.

Bulk Add Sub Task

Create subtasks across multiple tasks simultaneously to streamline repetitive workflows.

Client Management

Comprehensive client relationship management with automated workflows.

Client Journey

Track the full client lifecycle from onboarding to ongoing services in one place.

Client Onboarding

Simplify client setup with structured steps, service selection, and task automation.

Companies House Sync

Automatically fetch company details and filing deadlines directly from Companies House.

Manual AML

Record and store Anti-Money Laundering checks manually when required.

Centralised Client Information

Store all client details, services, documents, and notes in one profile.

Client Card

Quickly view essential client information at a glance without opening full profile.

Client Timeline

View chronological history of tasks, services, and communications for every client.

Client Notes

Add and update notes to capture important details and conversations.

Column Visibility

Customise your screen by showing or hiding columns that matter most.

Strong Filters

Filter clients by type, deadlines, services, or status for faster navigation.

Global Search

Instantly find any client, contact, or record across the database.

Date & Other Sorting

Sort clients by deadlines, onboarding date, or custom fields with ease.

Manage Deadline

View and update all client deadlines in one centralised dashboard.

Review Related Clients

Connect and review relationships between group companies or associated clients.

Review Tasks

Access all client-linked tasks for monitoring progress and ensuring timely delivery.

Add Client Manager

Assign a dedicated manager to oversee and maintain client relationships.

Add Services Manager

Allocate service-specific managers for more effective responsibility tracking.

Add Assignees

Assign individual team members to handle specific client tasks and services.

Add/Delete Multiple Services

Add or remove multiple client services in a single action.

Add Multiple Contacts

Save different client representatives under one company profile.

Add Multiple Phone Numbers and Emails

Store multiple contact details for quick communication access.

Review Total Fee

Instantly view the client's overall billing and fee details.

View Total Hours

Check total hours spent on client work for productivity and profitability tracking.

View Hours Allocated vs Hours Available

Compare workload capacity against actual assigned hours per client.

Send Newsletter

Email newsletters or bulk updates directly to selected client groups.

Create Task from Client

Instantly create and link a task directly from a client profile.

Bulk Sync with Companies House

Update multiple client records at once with fresh Companies House data.

Bulk Delete

Remove multiple clients in one step for easy database management.

Bulk Archive

Archive several inactive client records in a single action.

Dashboard & Analytics

Real-time insights and comprehensive analytics for your practice.

Total Clients

Active, inactive, archived, and new onboarded this month.

Client Movements

Clients onboarded vs clients left, with summary and dates.

Task Summary

Pending, overdue, due soon (30 days), due in 3 months, due in 6 months, and on hold.

Service Breakdown

Number of tasks and deadlines by service (Accounts, VAT, Payroll, SATR, etc.).

Upcoming Deadlines

Nearest internal and external deadlines for quick action.

Overdue Deadlines

Critical overdue tasks needing immediate attention.

Workload Summary

Total hours available vs assigned hours vs remaining hours.

Team Performance

Time logged daily, weekly, monthly by each user.

Notifications & Alerts

Important updates, client reminders, and flagged risks.

Quick Actions

Buttons to create new clients, add service, or create quick task.

Revenue & Fee Overview

Total fee value of clients, billed vs unbilled amounts.

Conversion Insights

Leads converted to clients and proposals accepted. (phase 2+)

Services & Workflow Automation

Automate repetitive tasks and streamline your service delivery.

Unlimited Services & Workflows

Create unlimited internal and external services with flexible workflows tailored to your firm.

Service Name

Define the name of the service for easy identification and organisation.

Service Type (Internal / External)

Categorise the service as internal workflow or client-facing activity.

Status (Active / Inactive)

Control whether a service is available for use or disabled.

Estimated Time (Hours / Minutes)

Set the standard completion time to help with workload planning.

Frequency Options

Choose recurrence like daily, weekly, fortnightly, monthly, quarterly, or yearly.

Trigger Date

Link a trigger date to custom fields for automated scheduling and reminders.

Add Custom Fields

Add extra data points like Year End Date or VAT Quarter End.

Team & Communication

Collaborate effectively with your team and clients.

Create Team & Select Team Lead

Build teams, assign leaders, and view them in groups.

Add/Invite New Users

Invite unlimited users to the system with simple onboarding.

Create Email Templates

Build unlimited reusable email templates for tasks, reminders, and client communication.

Setup Employee Roles & Permissions

Define user roles and control access with detailed permission settings.

Send Emails from Your Domain

Connect your domain to send branded, professional emails directly.

Create Tokens

Generate dynamic tokens for tasks and emails to personalise communication automatically.

See Notifications

Receive real-time system notifications and mark them as read when actioned.

Create Your Own Profile

Personalise your profile with details, profile picture, and preferences.

Leads Management

Capture, nurture, and convert leads effectively.

Create a Form

Build forms, embed on your website, and capture leads directly in CRM.

Lead Management

Track, organise, and update leads throughout the entire sales cycle.

Lead Notes

Add notes to record conversations, updates, and client requirements.

Lead Tasks

Assign and track tasks linked to specific leads for better follow-up.

Lead Status

Manage lead progress with custom statuses to reflect sales journey.

Lead Pipeline

Visualise leads in a pipeline view for clearer conversion tracking.

Lead Source

Record and monitor where each lead originated from for reporting.

Unlimited Leads

Add and manage unlimited leads without restrictions.

Multiple Assignees

Assign more than one user to manage a lead collaboratively.

Strong Filter

Filter leads by source, status, assignee, or other key criteria.

Global Search

Instantly find any lead using powerful global search.

Proposals & Engagements

Create professional proposals and manage client engagements.

Create Templates

Build reusable templates for proposals, saving time and ensuring consistency.

Create Products & Services

Add services or products into a catalog for easy proposal building.

Add in Categories

Organise services into categories for quicker selection.

Send LOE via Email

Deliver Letters of Engagement directly via email from the system.

Get E-Signature

Collect secure electronic signatures on proposals for faster approvals.

Convert to Client

Instantly convert accepted proposals into active client records.

Import Lead & Proposal History

Bring in past records to keep your sales data centralised.

Strong Filter

Filter proposals by status, assignee, category, or date range.

Global Search

Quickly find any proposal or document using system-wide search.

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Trusted by 100+ accountants and bookkeepers.

Firms That Love Remindoo

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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.

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What Our Users Have to Say

Built for modern practices with powerful features that scale with your growth

Shaz Israr

Director @ BNW Accountants

5.0/5

Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.

Nabeel Qureshi

Director, Taxaccoelga Chartered Accountants

4.9/5

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.

Waq Azeem

Director @ Naseems

4.9/5

Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.

Martin

Bookkeper @ Bean Counter

5/5

Managing deadline and task is much easier with remindoo, the most easy to use CRM.

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Bring All Client Information into One Place

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.