Remindoo feature
Client notes for Accountants
Client notes 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 existing notes.
- Use Add Note to record a note.
- Search or filter timeline events.
Notes on the client timeline
Every change is logged: client added, services added and notes. Add notes, filter events, sort and search the timeline.
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 notes 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 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 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
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.
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.”
