One Complete Client Profile for Your Practice
One profile per client: details, contacts, services, internal notes, AML risk, portal users, e-signature and timeline, with quick actions.
Details, contacts, services, AML, portal users, e-signature and timeline — on one record, with quick actions.
The client profile in Remindoo is a single record holding everything an accountancy practice knows about a client: basic and additional details, contacts, services, internal information, AML risk, portal users, e-signature documents and a client timeline, with quick actions on the client card.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA , Founder of Remindoo and Managing Director of Accotax
Key facts
- The client card shows Services, Status, AML Digital Verification, UTR, Company Website, Notes, Contact Info, Email and Document Folder
- Quick actions: Go To Client Profile, Document Folder, Manage Tasks, Add Custom Task, Go To CH, AI Summary, Mark Client Archive and Delete Client Profile
- Profile sections cover Basic Information, Contacts, Services, Internal Information, Risk Assessment & AML, Client Portal Management, E-Signature and Client Timeline
- Switch between basic and additional fields to capture every detail
- AI Summary generates a summary of the client
- Archiving a client keeps the historical data
The problem
Information in five places
Some of it is in the inbox, some on the shared drive, some in a spreadsheet nobody owns. Answering one client question means checking all three.
New staff cannot get up to speed
A new joiner has no way to see the full picture of a client without asking three colleagues what they remember.
Tool-switching all day
A client rings with a simple query and you open four screens before you can answer it.
How Remindoo fixes it
Who it's for
Practice owners
See the state of the client base without asking three people.
Practice managers
Run onboarding, AML and deadlines the same way every time.
Team leads
Know who owns each client and each service before the deadline.
Bookkeepers
Find the client, the contact and the records in one place.
How it works in Remindoo
The client card with quick actions: Go To Client Profile, Document Folder, Manage Tasks, Add Custom Task, Go To CH, AI Summary, Archive and Delete.
The profile brings together Basic Information, Contacts, Services, Internal Information, Risk Assessment & AML, Client Portal Management, E-Signature and Client Timeline.
Switch between basic and additional fields to capture every client detail.
See every service on the client with pending tasks, assignees and reminders.
AML risk assessment data sits on the same profile.
Manage the client's portal users from the profile.
Why it matters for UK accountancy practices
A UK practice holds a lot per client: registered details and UTRs, the services engaged, AML risk and verification records, correspondence, deadlines and the internal notes that explain why things are done a certain way for that client.
When that sits in separate systems, the cost is paid twice — once in the time spent looking for things, and again when something important is missed because nobody saw it next to everything else. A client profile that carries services, AML and the timeline together makes the connections visible.
It matters most at the moments practices find hardest: onboarding a client mid-year, covering for a colleague during Self Assessment season, or picking up a portfolio after someone leaves. The record, not the person, holds the knowledge.
Remindoo vs spreadsheets, email and paper files
Frequently asked questions
It is the single record for one client. In Remindoo the profile holds basic and additional details, contacts, services, internal information, AML risk assessment, client portal users, e-signature documents and a timeline, so the practice does not need to piece the client together from separate systems.
The card shows services, status, AML digital verification, UTR, company website, notes, contact information, email and the document folder, along with quick actions such as Go To Client Profile, Manage Tasks, Add Custom Task, Go To CH, AI Summary, archive and delete.
The profile lets you switch between basic and additional fields, so you can record more than the core company details on the client record. That keeps practice-specific information on the profile instead of in a side spreadsheet.
Yes. The client card's quick actions include Manage Tasks and Add Custom Task, so you can raise work for the client without leaving their record. Those tasks then behave like any other task in Remindoo, with owners and deadlines.
AI Summary generates a summary of the client from their record. It is there to help someone get up to speed quickly — for example before a call — rather than to replace reading the underlying detail on the profile.
Marking a client as archived moves them out of your active client list while keeping the historical data. It is the sensible option when an engagement ends but you still need the record, as opposed to deleting the client profile outright.
Related features
Client portal software for accountancy firms
Client services, deadlines and reminders
The task card: one screen per client job
Remindoo is practice management software for accountancy and bookkeeping firms. See the client management hub or pricing with unlimited users .
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
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 Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of 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.”
