Client onboarding
Complete Client Onboarding for Accountants
Create complete client records through one structured onboarding workflow. Import UK companies from Companies House or add clients manually, then add contacts, services, AML information, client relationships, source details and internal practice information.
Built for UK accountants, bookkeepers and growing accountancy practices.
Add Clients Manually or Import from Companies House
Start manually with the client name and client type, or search Companies House and import available UK company details into Remindoo’s onboarding workflow.
- Open the Companies House importer and search by company name
- Review matching results and select the correct company
- Import the available company information
- Review and complete the client record
The import doesn't submit filings to Companies House.
Follow a Structured Onboarding Journey
- Introduction
- Basic Information
- Contacts
- Services
- Risk Assessment and AML
- Internal Information
Build one connected client record step by step, instead of collecting details across spreadsheets, emails and separate systems.
Build a Complete Client Profile
Depending on client type and imported information, Basic Information can include:
- Client name
- Status
- Company name
- Client type
- Contact numbers
- Address, town, postcode
- Country or jurisdiction
- Company number
- SIC information
- Incorporation date
- Company UTR
- Authentication code
- Website
- Notes
- Additional and custom fields
Not every field is required for every client type.
Add and Manage Client Contacts
- Add, search and edit multiple contacts
- Contact type, name and preferred name
- Address, email, telephone and mobile
- Date of birth, UTR and National Insurance where appropriate
- Notes, and identify the primary contact
Make a Contact a Personal Tax Client
A director, partner, shareholder or other contact linked to a company can also be managed as a personal-tax client, keeping business and individual work connected without duplicate records. Access stays subject to roles and permissions.
Link Related Clients
Link a client to existing records, for example a company and its directors, a partnership and its partners, or members of the same group, then view related clients and move between them.
Add Services During Onboarding
- Year-end accounts
- Corporation tax
- VAT
- Bookkeeping
- Payroll
- Self Assessment
- Partnership returns
- Confirmation statements
- CIS
- MTD ITSA
- Add one or more services suited to the client
- Assign employees or team members
- Connect services to task workflows and see pending tasks
- Add service-specific information and track tax-liability information where available
Record How the Client Found the Practice
Store the source type, your relationship to the source, referral information and extra details, so you can see which referral channels bring in new clients.
Use Custom Fields for Practice-Specific Information
- Basic, additional and custom client fields
- Custom contact fields and field search
- Edit one item or many at once with Edit All
Record Previous Accountant Information
Store the previous firm's name, email, postal address, telephone number and other relevant details as part of an organised professional-clearance workflow.
Send a Letter of Professional Clearance
Start the clearance process from the client record and send a letter of professional clearance to the previous accountant, using details already stored, no re-typing. Sending the letter doesn't by itself complete every professional or regulatory requirement.
Complete Risk Assessment and AML Onboarding
- Structured AML risk assessment and risk level
- Spot missing AML information
- Start built-in digital verification, the client gets an emailed invitation and completes checks remotely
- Track progress, history and dates on the client record
Store Internal Practice Information
- Yearly fee excluding VAT
- Client source
- Relationship to source
- Previous accountant
- Additional and custom fields
- Practice notes
- Related clients
Internal information is for authorised practice users, subject to roles and permissions.
See roles and permissionsFrom New Client to Active Workflow
- Companies House or manual entry
- Complete client information
- Add contacts
- Create linked personal-tax clients
- Link related clients
- Add services
- Complete AML assessment
- Record client source
- Add custom fields
- Send clearance letter
- Assign responsibility
- Begin service delivery
Benefits for Accountants and Bookkeepers
- Faster client creation
- Companies House import
- Structured stages
- Connected company and personal records
- Multiple contacts
- Personal-tax relationships
- Related-client linking
- Service assignment
- Built-in AML onboarding
- Previous-accountant records
- Clearance letters
- Source tracking
- Custom fields
- Less duplicate entry
- Consistent onboarding
- One connected record
Frequently asked questions
Can I add a new client manually?
Yes. Enter the client name and client type, then complete the rest of the onboarding stages.
Can I import a UK company from Companies House?
Yes. Search Companies House by company name, select the right company and import the available details into the onboarding workflow.
Which information is imported from Companies House?
The available company details, such as company name, number, registered address, SIC information and incorporation date. You then review and complete the record.
Does Companies House import automatically submit filings?
No. The import brings company details into Remindoo; it does not submit anything to Companies House.
What stages are included in client onboarding?
Introduction, Basic Information, Contacts, Services, Risk Assessment and AML, and Internal Information.
Can a client have multiple contacts?
Yes. You can add, search and edit multiple contacts and identify the primary contact.
Can I make a company contact a personal-tax client?
Yes. A contact linked to a company can also be created or managed as a personal-tax client.
Can I link a new client to an existing client?
Yes. You can link clients to existing client records and navigate between them.
Can I connect company and personal-tax records?
Yes. Company and personal-tax records stay connected, so you can move between the business and the individual. Access remains subject to roles and permissions.
Can services be added during onboarding?
Yes. You add the services that suit the client, with service-specific information. Services aren't created automatically for every client.
Can I assign employees to client services?
Yes. You can assign employees or team members to each service.
Can I record where a client came from?
Yes. Record the source type, relationship to the source, referral information and extra source details.
Can I create custom client fields?
Yes. Custom client and contact fields let you store practice-specific onboarding information.
Can I store previous-accountant information?
Yes. Store the previous firm's name, email, postal address, telephone number and other relevant information.
Can I send a letter of professional clearance?
Yes. Prepare and send a letter of professional clearance to the previous accountant from the client record.
Can AML checks be completed during onboarding?
Yes. Risk Assessment and AML is an onboarding stage, including a structured risk assessment and built-in digital verification.
Can clients complete digital AML checks remotely?
Yes. Remindoo emails the client a verification invitation and they complete the selected checks remotely.
Is onboarding access controlled by roles and permissions?
Yes. Access to client records, including internal information, is subject to roles and permissions.
Onboard Every Client with a Consistent Process
Import or create the client, connect contacts and related records, assign services, complete AML onboarding and manage professional clearance, all from one client record.
Book a personalised demonstration based on your firm’s own process.
See it in action
More walkthroughs
Step-by-step guide
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.”
