Remindoo feature
Client summary for Accountants
Client summary 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 Summary dashboard.
- Review headline client counts and recurring value.
- Check client status distribution and monthly movement.
Your client base at a glance
Headline cards show Total Clients, Active Clients (with archived and frozen counts), New Clients and Total Revenue as annual recurring value. Client Status Distribution splits clients into active, archived, frozen and draft, and Monthly Client Movement shows new clients onboarded, clients left, net growth, value added from new clients and value lost from departing clients.
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 summary 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.
Full Visibility Over Your Client Portfolio
Remindoo Client Summary dashboard provides a clear overview of your entire client base, including growth, status distribution and revenue performance. Designed for UK accountancy firms that want commercial insight, not just compliance tracking.
Total Clients Overview
Instant clarity across your portfolio.
- View total number of clients
- Monitor all client types
- Understand overall firm size at a glance
Provides a clear snapshot of your practice footprint.
Active Clients Monitoring
Track engagement levels across your firm.
- See number of active clients
- Monitor inactive clients
- Review archived clients
Supports better client relationship management and portfolio control.
New Clients in the Past Month
Measure business growth in real time.
- Track newly onboarded clients
- Monitor monthly acquisition trends
- Identify growth momentum
Perfect for tracking marketing and referral performance.
Clients Leaving
Stay aware of retention risks.
- Monitor clients who have left
- Review churn trends
- Identify patterns requiring attention
Encourages proactive client retention strategies.
Net Growth Indicator
Clear measurement of monthly movement.
- See overall client increase or decrease
- Understand portfolio momentum
- Support strategic planning
Gives partners a quick view of whether the firm is growing or contracting.
Total Revenue Overview
Track commercial performance alongside client numbers.
- View total firm revenue
- Align revenue with client growth
- Monitor financial health
Critical for forward planning and strategic investment decisions.
Client Status Distribution
Visual breakdown of client portfolio.
- Active clients
- Inactive clients
- Archived clients
Quickly understand engagement ratios across the firm.
Monthly Client Movement
Structured insight into portfolio changes.
- New onboarded clients
- Clients that have left
- Net growth summary
Supports board level reporting and management meetings.
Date Based Filtering
Analyse client performance by selected date.
- Filter by reporting date
- Review historic client data
- Support structured management reporting
Clear commercial visibility without manual spreadsheets.
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Client Summary Dashboard for Commercial Insight
Gain a clear, centralised view of your entire client portfolio, including growth, status distribution, and revenue performance, tailored for UK accountancy firms.
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
Remindoo Client Summary dashboard gives your firm full visibility over client growth, status distribution, and revenue performance. Start making data-driven decisions and gain commercial insight across your portfolio today.
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.
See it in action
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.”
