Clients
Import Clients and Sync with Companies House
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Moving to new practice management software is only worth it if your client data comes with you. Remindoo's Import Clients dialog gives you a CSV template file to download. Match your data to the template's column headers, and use dd/mm/yyyy for every date column, including client fields, service trigger dates and date custom fields. If you track extra information, such as a client reference, you can add custom fields using the format shown in the last six columns of the example file. Then drag and drop the file, or browse for it, and continue with Next Step, so deadlines carry on from where your old system left off. For limited company clients, the data at Companies House changes over time: registered office addresses, officers, accounts and confirmation statement dates. The Companies House Sync button in the client list toolbar tells you whether any updates are waiting to be applied. When nothing is outstanding, it shows "No pending Company House sync". Keeping company data in line with the public register reduces the risk of working to the wrong year end or contacting a director who has resigned.
Import from a CSV template
Download the template, match your columns, use dd/mm/yyyy dates for client fields, service trigger dates and custom fields, then drag and drop the file.
What you can see
- Import Clients dialog with a two-step progress bar.
- Get the template CSV file here link.
- Guidance that all date columns must use dd/mm/yyyy (for example 07/09/2026), including client fields, service trigger dates and date custom fields.
- Note that custom fields follow the format of the last six columns of the example file.
- Drag and drop a valid import file area with browse files, and a Next Step button.
Why it matters: Existing client records, dates and custom fields move across without rekeying.
Companies House sync status
The Companies House Sync button shows whether any client updates from Companies House are waiting to be applied.
What you can see
- Toolbar next to New Client with the Companies House sync icon highlighted.
- Tooltip reads No pending Company House sync.
Why it matters: You can see at a glance whether company data needs updating from Companies House.
Related client features
Frequently asked questions
What date format does the client import need?
All date columns must use dd/mm/yyyy, including client fields, service trigger dates and date custom fields.
Can I import custom fields?
Yes. Add them using the formatting shown in the last six columns of the example template file.
Continue the Clients guide
See client management in Remindoo
Book a Demo to explore your firm's client onboarding and management process.
Book a personalised demonstration based on your firm’s own process.
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.”
