Loved by 100+ accountants and bookkeepers.
Client Card
Remindoo’s Client Card feature provides a quick-access overview of essential client information directly from the Clients menu. Instead of navigating through multiple pages, accounting firms can click on a client and instantly view key details in a clean, structured pop-up window. This feature is designed for speed, clarity, and operational efficiency.
Quick Access to Core Client Details
The Client Card displays the most important client information at a glance, allowing teams to make informed decisions without leaving their current workspace. It includes:
- Company name and client type
- Assigned services
- Client status (Active, Archived, etc.)
- UTR and authentication code
- Company website
- Internal notes
This ensures critical information is always just one click away.
Direct Action Controls
The Client Card is not just informational, but it is action-driven. From within the card, users can immediately perform key tasks such as:
- Go to full Client Profile
- Manage tasks
- Add a custom task
- Access Companies House (CH)
- Archive client record
- Delete client profile
These shortcuts reduce navigation time and improve workflow efficiency.
Service & Engagement Visibility
Assigned services are clearly displayed in the card, giving accountants immediate clarity on the work being delivered for the client. This supports faster and better internal coordination and engagement awareness.
Designed for Speed & Productivity
The Client Card enables firms to access, review, and act on client information without disrupting workflow. It improves responsiveness, enhances internal collaboration, and reduces unnecessary system navigation.
Client Card for Complete Client Visibility and Faster Access
Access all essential client information from one organised client card. View contact details, assigned services, tasks, deadlines, notes, and communication history instantly to improve workflow efficiency, collaboration, and client management across your accounting firm.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Smart Client Card for Accounting Practice Management
Instantly access essential client information through a structured client card, helping accounting firms manage client records faster and more efficiently.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management system 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
Access essential client information in seconds with Remindoo’s Client Card. Give your team quick visibility into key records without navigating multiple pages and keep your accounting workflows fast, organised, and efficient.