Clients
How to Onboard a Limited Company Client
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
For limited company clients, Companies House is the starting point. During client creation you can search Companies House by name and pick the right company from results showing status (Active or Dissolved), company type, company number, location and incorporation date, so you don't pick a dissolved entity with a similar name. Remindoo then fills in the company's basic information: registered address, SIC codes with descriptions, incorporation date and registered country. You add the details only your practice holds: the LOE signed date for the engagement letter, business website, phone numbers and emails, the Companies House authentication code and the company UTR for corporation tax. Next, the Contacts stage steps through Officers, People of Significant Control and Contacts, so directors and PSCs are reviewed rather than missed. Each contact card shows the person's role, such as Director & Shareholder, with email, date of birth, country and address. A single button, Make Personal Tax Return Client, turns a director into their own Self Assessment client, which is how many practices grow from one company engagement into the owner's personal tax work. The authentication code is needed to file accounts and confirmation statements online.
Import from Companies House
Search by company name and pick the right entity from results showing status, company type, number, location and incorporation date.
What you can see
- Companies House dialog: "Please select your client's company".
- Search box with "electrical services" entered and a count of matching companies.
- Result cards showing status badges (Active, Dissolved), PRIVATE LIMITED COMPANY, company number, location and Created on date.
- Pagination with Next.
Why it matters: Choosing the company from the live register avoids typing errors in company names and numbers.
Company details
Company name and number, registered address, SIC codes with descriptions, incorporation date, LOE signed date, website, phone, email, authentication code and company UTR.
What you can see
- Company Kestrel Logistics Ltd Correspondence with address (Unit 4, Riverside Park, Leeds, LS10 1AB).
- SIC field with SIC Code #1: SIC 49410 — Freight transport by road.
- Incorporation Date, Registered In Country and LOE Signed Date (09/10/2026).
- Business Website, mobile number and email entries.
- Authentication Code and Company UTR toggles, both switched on, with values entered.
Why it matters: Engagement letter date, authentication code and company UTR sit with the company data, ready for filing.
Officers, PSCs and contacts
Step through Officers, People of Significant Control and Contacts, and turn a director into a personal tax return client in one click.
What you can see
- Kestrel Logistics Ltd with a three-stage bar: Officers, People of Significant Control, Contacts.
- Contact card for Sophie Marsh, starred as primary, with a Director & Shareholder badge.
- Email, date of birth, country (United Kingdom) and address (8 Harbour View).
- Make Personal Tax Return Client button.
- Go To Companies House, New Contact, To PSC and Finish.
Why it matters: Officers and PSCs are reviewed at onboarding, and directors can become Self Assessment clients in one click.
Frequently asked questions
Can I see if a company is dissolved before I add it?
Yes. Companies House search results show a status badge, such as Active or Dissolved, with the company type, number, location and incorporation date.
Can I set up a director as a personal tax client?
Yes. On the director's contact card, click Make Personal Tax Return Client.
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.”
