Clients
Client Timeline
Access a clear, chronological history of all client interactions, tasks, notes, and communications with Client Timeline for Accountants
Built for UK accountants, bookkeepers and growing accountancy practices.
In practice
How it works
When a client calls, a colleague is off sick or a regulator asks how a decision was made, the client timeline gives you the answer. Remindoo logs key events on each client automatically, such as Client Added and Service Added (with the service name), and shows them in date order with the time and the team member responsible. You can add your own notes with Add Notes, for example a summary of an onboarding call, how the client will send bank statements, or when their VAT quarters end. Notes sit alongside the system events, so the full history of the relationship is in one place. A filter narrows the view to particular event types, a sort control switches between Latest on top and oldest first, and Search timeline finds a specific note or change. For AML and quality reviews, the timeline gives you a dated audit trail of onboarding decisions, service changes and client conversations. That is the kind of record reviewers expect to see on a professional practice's file, and it helps new team members pick up a client quickly.
Notes on the client timeline
Every change is logged: client added, services added and notes. Add notes, filter events, sort and search the timeline.
What you can see
- Client timeline in the client profile with Add Notes.
- Event filter (All) and sort (Latest on top) dropdowns, plus Search timeline.
- Notes Added entry with an onboarding note, dated Oct 9 2026, 3:07 pm.
- Client Added and Service Added (Service Name: VAT) events with dates and times.
Why it matters: A dated history of notes and changes gives the whole team, and any reviewer, the full context.
Loved by 100+ accountants and bookkeepers.
Remindoo Client Timeline provides a structured, chronological record of all key client activities. Designed specifically for accounting firms, this feature creates a transparent audit trail of services, updates, and internal actions within the client’s profile. Instead of searching through emails or separate systems, your team can view the entire client history in a single, organised timeline.
Chronological Activity Tracking
The Client Timeline records and displays client-related events in date order, giving firms full visibility into engagement progress. These tracked activities can include:
- Services added or updated
- Status changes
- Internal notes
- Profile updates
- Key engagement milestones
Each entry includes a clear timestamp, ensuring precise tracking and accountability.
Real-Time Service Update Visibility
When a new service is assigned to a client, such as VAT, Payroll, or Year-End Accounts, the update is automatically reflected in the timeline. This ensures all team members stay informed about engagement changes without additional communication.
Internal Notes & Event Logging
Teams can add notes directly within the timeline view. This allows firms to document discussions, decisions, or important reminders in context. Its benefits include:
- Improved collaboration
- Clear communication history
- Reduced reliance on email threads
- Better internal continuity
Smart Filtering & Sorting
The Client Timeline allows sorting (e.g., newest first) and filtering by event type, helping users quickly locate specific updates or milestones within the client’s history.
Built for Compliance & Audit Readiness
With all actions time-stamped and securely stored, the Client Timeline acts as a compliance-friendly activity log. This is particularly valuable during reviews, audits, or regulatory checks.
Centralised Engagement Transparency
The Client Timeline ensures that anyone within the firm can quickly understand what has happened with a client, when it happened, and what changed.
Complete Client Timeline Visibility for Accounting Firms
Track every client interaction, update, task, document, and activity from one centralised timeline. Remindoo Client Timeline gives accounting firms complete visibility into client history, improving communication, accountability, and workflow management across the entire practice.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Structured Client Timeline for Better Visibility
Remindoo records every important client activity in a chronological timeline, giving your team full visibility and a clear audit trail.
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
View a complete chronological record of client actions, updates, and services in a structured timeline. Start using Remindoo to gain full visibility into every client relationship.
Frequently asked questions
Events such as Client Added and Service Added, plus any notes your team adds, each with a date, time and the team member responsible.
Yes. Use Search timeline, filter by event type and sort with latest on top.
Continue the Clients guide
See client management in Remindoo
Book a Demo to explore your firm's client onboarding and management process.
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See it in action
More walkthroughs
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.”
