Remindoo feature
Client journey tracking for Accountants
Client journey tracking 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 timeline.
- Review client and service events.
- Use the timeline filters or search.
- Review the lead timeline for enquiry activity.
Notes on the client timeline
Every change is logged: client added, services added and notes. Add notes, filter events, sort and search the timeline.
5. Record every conversation
The Lead Timeline shows notes, tasks, edits and conversions in date order, with who did what and when. Search the timeline, filter by type and switch between latest or oldest first. Pin important entries.
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 journey tracking 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.
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.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
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.
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
Track every client interaction, milestone, and update from onboarding to ongoing services. Use Remindoo to gain complete visibility and manage client relationships more effectively.
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.
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.”
