Remindoo feature
Client card view for Accountants
Client card view 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 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
Client card view 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 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 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 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.
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
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.”
