Loved by 100+ accountants and bookkeepers.
Client Notes
The Client Notes feature in Remindoo provides a dedicated space to record, manage, and organise important information related to each client. Accessible directly from the + Add Notes option within the Client Timeline, this feature ensures that all client-related insights, updates, and communications are securely stored in one central location.
Centralised Note Management
Client Notes allows your team to maintain a structured record of client interactions, updates, and important observations. Instead of relying on scattered emails or external documents, all notes are securely linked to the specific client profile, creating a single source of truth.
Rich Text Editor
The interface includes a full-featured text editor, allowing you to:
- Format text (bold, italic, underline)
- Adjust paragraph styles
- Insert bullet points and numbered lists
- Add hyperlinks
- Embed tables
- Insert images where necessary
This ensures notes are not only stored but also clearly structured and easy to read.
Professional Documentation
With advanced formatting tools available directly within the note editor, teams can create well-organised, professional internal records. This is particularly useful for documenting:
- Meeting summaries
- Compliance observations
- Client preferences
- Internal discussions
- Follow-up actions
Seamless Timeline Integration
Once saved, notes are automatically associated with the client’s timeline. This creates a chronological order of activity that quickly allows your team to review past communications and decisions.
Secure and Controlled Storage
All notes are stored within the client’s secure profile in Remindoo, ensuring confidentiality and controlled access. This is especially important for firms handling sensitive financial or compliance-related information.
Improved Team Collaboration
Client Notes enhances collaboration by enabling multiple team members to record and review relevant updates. This reduces miscommunication and ensures everyone working on the account has full visibility of important information.
The Client Notes feature ensures that critical client information is never lost, improving organisation, compliance, and overall client relationship management within Remindoo.
Centralised Client Notes for Better Team Visibility
Keep every client interaction, update, and discussion organised in one place with Client Notes in Remindoo. Improve internal communication, maintain complete client history, and give your team instant visibility into important information across all accounting workflows.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Centralised Client Notes Management
Record and organise important client information, updates, and communication notes in one secure location, ensuring your accounting team always has clear and accessible client insights.
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
Record key client notes, updates, and important information directly within the client timeline. Keep your team aligned with organised, easily accessible client insights inside Remindoo. Start using Remindoo to manage client information more efficiently.