Loved by 100+ accountants and bookkeepers.

Client Journey

The Client Journey feature in Remindoo allows accounting firms to track the full client lifecycle, from onboarding to ongoing services, in a single and centralised view. This provides complete visibility into every interaction, update, and milestone related to a client.

Complete Lifecycle Overview

The Client Journey captures the entire progression of a client relationship, including:

Onboarding activities
Service additions and changes
Task creation and completions
Communication updates
Notes and internal actions
Ongoing service management

This ensures nothing is missed throughout the client’s engagement with your firm.

Easy Access from Client Profile

To view the Client Journey:

Go to the Client List
Click on the client’s name to open the Client Card
Select “Go to Client Profile”
In the modal titled “Preview – [Client Name]”, choose “Client Timeline” from the left-side options

This opens a complete timeline of the client’s activity up to the present day.

Flexible Timeline Sorting

Remindoo allows you to customise how the timeline is displayed:

Newest First – Displays the most recent activities at the top
Oldest First – Starts from the earliest actions, such as onboarding

This flexibility helps firms review client history.

Filter by Event Type

Use the “Filter by Event” dropdown to focus on specific activity types. This enables you to:

Review onboarding milestones
Check service updates
Monitor task-related activity
Analyse communication records

Filtering ensures you can quickly locate relevant information without scrolling through the entire timeline.

Add Internal Notes

You can also add contextual information directly to the timeline by clicking the “+ Add Notes” button in the top-right corner. This allows firms to:

Record important updates
Document internal discussions
Maintain historical context
Improve collaboration across teams

Improved Transparency and Control

With a fully structured client timeline, firms gain:

Complete visibility into client history
Stronger internal coordination
Better compliance tracking
Enhanced client relationship management
Faster decision-making

Client Journey Management for Accounting Workflow Visibility

Manage the complete client journey in one structured flow from initial enquiry and onboarding to ongoing service delivery and long-term engagement. Remindoo helps accounting firms track every stage of the client lifecycle, ensuring no step is missed, responsibilities are clear, and communication stays consistent. By connecting tasks, deadlines, and client data in one place, firms gain full visibility and control over how each client progresses through their accounting services.

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.

Engagement and Collaboration

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

Client Growth Trend

Clients onboarded vs clients left, with summary and dates.

Work and Utilisation

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

Clients by Type

Clients by Type section provides a detailed breakdown of your portfolio by client category, helping you understand service concentration and revenue contribution

Client Summary

Total hours available vs assigned hours vs remaining hours.

Employee Reporting

Time logged daily, weekly, monthly by each user.

Service Time Analysis by Employee

Service Time Analysis by Employee provides a detailed breakdown of time allocation across services and team members.

Full Visibility Across Every Service Line

Service Deadline Summary provides a structured, service level overview of workload, client volume and compliance exposure.

Employee Task Breakdown

Employee Task Breakdown provides a structured, employee level view of workload distribution, deadline exposure and task status.

Services & Workflow Automation

Automate repetitive tasks and streamline your service delivery.

Service Templates

Service Templates in Remindoo allows firms to create structured, reusable service frameworks that standardise delivery, improve efficiency, and reduce manual setup work.

Flexible Settings

Flexible Settings allows firms to configure recurring services based on custom frequencies and operational timelines.

Task & Subtask Templates

Task & Subtask Templates feature allows firms to standardise every stage of work delivery through structured operational checklists.

Estimated Time Allocation

Estimated Time Allocation helps firms forecast operational capacity using predefined service durations.

Automated Reminders

Automated Reminders ensures that critical follow-ups and obligations are always communicated on time.

Trigger Date

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

Add Custom Fields and Data Tokens

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.

Custom Lead Fields

Create fully customised fields within the Leads module, ensuring you collect the exact information your firm requires from the very first enquiry.

Round-Robin Lead Assignment

Round-Robin Selection feature ensures incoming leads are automatically assigned to selected team members in a structured and balanced manner.

Leads Overview

Leads Overview gives you a structured, real-time view of all enquiries in one place

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.

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.

Trusted by 100+ accountants and bookkeepers.

Firms That Love Remindoo

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Complete Client Journey Tracking for Accounting Firms

Track the entire client lifecycle from onboarding to ongoing services with a centralised view of interactions, updates, and key milestones.

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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.

Shaz Israr

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.

Nabeel Qureshi

Director, Taxaccoelga Chartered Accountants

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

Waq Azeem

Director @ Naseems

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

Martin

Bookkeper @ Bean Counter

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See the Full Client Journey in One Place

Track every client interaction, milestone, and update from onboarding to ongoing services. Use Remindoo to gain complete visibility and manage client relationships more effectively.