Clients
Client Portal, E-Signature and Document Folders
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Clients expect to share records and sign documents online, and practices need those files filed in the right place. In the client profile, Client Portal Management lists each portal user with name, email address, linked clients and status, such as Not Invited. Invite a contact with the send action, or use Create Client User Manually. Linked Clients controls which client records each portal user can access. That is useful when one person is director of a company and also a Self Assessment client, because one login can be granted access to both. The E-Signature section holds Client Portal Documents. Use Upload Document to add engagement letters, accounts or tax returns for the client to review and sign through the portal. In Documents, every client has its own folder, created with sub-folders for each service, such as Personal Tax Return - SATR and VAT. The folder list shows size, date added, modified date, creator and a Client visibility setting, so you decide what the client can see. You can add new folders, upload files, switch between list and grid views, and keep track of storage used.
Portal users
Invite contacts, create portal users manually and control which linked clients each user can access.
What you can see
- Manage Client Portal Users in the client profile.
- Create Client User Manually and Search portal users by name or email.
- Columns: Name, Email Address, Linked Clients, Status, Actions.
- View 0 Clients Granted Access button and a Not Invited status.
- Green send action to invite the user.
Why it matters: You control exactly who can access which client records in the portal.
Documents for e-signature
Upload documents to share and sign through the portal.
What you can see
- E-Signature section selected in the profile menu.
- Client Portal Documents heading.
- Upload Document button.
- Empty state explaining that documents are added with Upload Document.
Why it matters: Documents for signature stay with the client record, not scattered across email.
Folders created for each service
Each client gets a folder with sub-folders for services such as Personal Tax Return and VAT, with visibility control.
What you can see
- Breadcrumb Documents > Daniel Hartley.
- Service folders: Personal Tax Return - SATR and VAT.
- Columns: Name, Size, Date Added, Modified, Creator, Client (with a Visible badge).
- New Folder, Upload Files, list and grid views, and a Storage bar.
- All and Recent tabs, with a document and folder search.
Why it matters: Service-based folders give every client the same tidy structure, with clear visibility control.
Related client features
Frequently asked questions
Can one portal user access more than one client?
Yes. Linked Clients sets which client records each portal user has access to.
Are document folders created automatically?
Yes. Each client has a folder with sub-folders for its services, such as Personal Tax Return - SATR and VAT, and you can control whether the client can see each one.
Continue the Clients guide
See client management in Remindoo
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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.”
