Clients
Partners, Service Managers and Assignees
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Clear ownership is the backbone of a well-run practice. In Remindoo, every client service can have three levels of responsibility: a partner, a service manager and one or more assignees. The Assign Team Members dialog has tabs for All, Partner, Service Manager and Assignee, plus a search for employees, so you can set each role without leaving onboarding. The partner is the person accountable for the client relationship and sign-off. In many UK firms that is also the person named on the engagement letter and the one who answers for the file at a regulatory inspection. Service managers oversee delivery, and assignees do the work. For assignees, you can choose individual employees or whole teams. Teams such as VAT Team, Personal Tax, BDM, HR or an offshore team show their member count; selecting Personal Tax assigns every member at once, and you can expand the team to see who is included. Assignments flow into the clients list, where Assignees and Partners columns show avatars for each client. They also feed task allocation, so work goes to the right people automatically.
Choose the partner
Pick the responsible partner for the service.
What you can see
- Assign Team Members dialog with tabs All, Partner, Service Manager, Assignee (Partner selected).
- Selected Partner panel shows the chosen partner's avatar.
- Partner list with a tick against the selected partner.
- Search for employees, Cancel and Save Assignees.
Why it matters: Each service has a named partner, which supports accountability and file reviews.
Assign whole teams
Select a team such as Personal Tax and every member is assigned, or pick individual employees.
What you can see
- Assignee tab with Search for employees or teams.
- Teams and Employees toggle (Teams selected).
- Teams listed with member counts: VAT Team (2 Members), Off shore team (3 Members), BDM (2 Members), HR (3 Members), Personal Tax (3 Members).
- Personal Tax ticked and expanded, with its members ticked.
- Selected Assignee panel showing the chosen avatars.
Why it matters: Assigning a whole team saves time and keeps work with the right specialists.
Related client features
Frequently asked questions
Can I assign a whole team to a client service?
Yes. On the Assignee tab, switch to Teams and select a team such as Personal Tax. Every member is assigned.
What roles can I set on a client service?
Partner, Service Manager and Assignee, each chosen from your employee list.
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.”
