Client Services, Deadlines and Reminders
Add services like VAT, payroll, CT600 and Self Assessment to each client. Key dates, subtasks and reminders are set up so no deadline is missed.
Add the services you provide to each client and let the key dates, subtasks and reminders come with them.
Client services and deadlines in Remindoo let an accountancy practice attach the work it does — VAT, payroll, CT600, Self Assessment and more — to each client. Every service brings its own subtasks, preset reminders and key dates, with an assigned team or employee responsible for it.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA , Founder of Remindoo and Managing Director of Accotax
Key facts
- Services include Accounts – Year End + CT600, ATED, Bookkeeping, CIS, Confirmation Statement, Payroll, Personal Tax Return (SATR) and VAT
- Each service shows how many subtasks and preset reminders it will create
- For companies, key dates are pre-filled from Companies House
- Set frequency, estimated time and service dates
- Assign teams or individual employees to a service
- Services can be added later from the client profile
The problem
Spreadsheets that go stale
The deadline tracker was accurate the day it was built. Now nobody is sure whether the dates have been updated since the last year end.
Setting up every job by hand
Each new service means building the same tasks and reminders again, and the version you build depends on who happened to do it.
Nobody clearly owns it
A client has VAT, payroll and a tax return with the firm, and it is not written down anywhere who is responsible for which.
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
Add services to the client. Each service shows how many subtasks and preset reminders it will create.
Choose from services such as CIS, Confirmation Statement, Payroll, Personal Tax Return and VAT.
For companies, key dates are pre-filled from Companies House.
Set frequency, estimated time and service dates, such as for a Personal Tax Return.
Assign the team or employees responsible for the service.
Review the client's services with pending tasks, assignees and reminders.
Add more services later from the client profile.
Why it matters for UK accountancy practices
A UK practice works to a calendar it does not control. Self Assessment returns are due online by 31 January, a Company Tax Return (CT600) is due 12 months after the end of the accounting period, a confirmation statement is required at least once every 12 months, VAT returns fall under Making Tax Digital, and payroll has to be reported to HMRC under RTI.
Holding those dates against the service rather than in a separate tracker is what keeps them true. When a client's year end changes, the service and its dates change with it, instead of leaving a spreadsheet row quietly pointing at last year's deadline.
It also makes the firm's commitments legible. A partner can see which services each client is engaged for, who owns them and what is still pending, which is the only reliable basis for planning capacity across a busy season.
Remindoo vs spreadsheets, email and paper files
Frequently asked questions
Add each service you provide to the client record. The service carries its own key dates, subtasks and preset reminders, and for company clients the key dates are pre-filled from Companies House. The client's services table then shows pending tasks, assignees and reminders in one view.
Yes. Every service in the list shows how many subtasks and preset reminders it will create before you add it, so you know what is being set up. Once added, those reminders belong to that client's service rather than to an individual's own diary.
For company clients, yes. Key dates are pre-filled from Companies House when you set the service up, which removes the need to look up and retype accounts and confirmation statement dates for every company on your list.
Yes. When you set up a service you can assign a team or individual employees to it. The assignment appears in the client's services table alongside pending tasks and reminders, so responsibility is visible rather than assumed.
The service list includes Accounts – Year End + CT600, ATED, Bookkeeping, CIS Contractor and Sub-Contractor, Confirmation Statement, Payroll, Personal Tax Return (SATR) and VAT, among others. You set the frequency, estimated time and service dates for each one.
Yes. Services can be added at any time from the client profile, so a client who starts with year-end accounts and later asks for payroll or VAT simply gains another service — with its own dates, subtasks and reminders — on the same record.
Related features
Client onboarding software for accountants
One complete client profile for your practice
Recurring tasks for accountancy practices
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.”
