Clients
Search, Columns, Freeze and Filters
A practice with hundreds of clients needs to slice its data quickly.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Once a client database grows past a few dozen records, finding the right client and the right date becomes a daily task. Remindoo gives you three tools. Search Clients finds a client by name straight away. Column Visibility lets you choose from 77 columns, grouped into Client & Personal Information, Status & Workflow and Service Fields. Service fields cover the statutory dates UK accountants work to: SATR paper and online filing deadlines, CT600 filing deadline, HMRC CT payment date, next accounts due date, ATED renewal, confirmation statement dates and payroll run dates. Columns can be reordered, and up to five can be frozen so the client name stays in view as you scroll across deadlines or AML risk levels. Filters handle the deeper questions. Build several conditions, such as Status is Draft, Type is D-SATR or UTR is a given value, switch each one on or off, then Save & Apply Filter to keep the view. The field list includes 64-8 Signed?, Accounts Due by, Archived At, Assignees, Average Hours and Cash-Based?, so you can quickly list clients without a signed 64-8, cash-based businesses for AML review, or accounts due this month.
Search clients by name
Type a name into Search Clients to jump straight to the client.
What you can see
- Search Clients box with "Kestrel" typed in.
- The result: Kestrel Logistics Ltd with its folder, invoice and authorisation icons and a New badge.
- Columns in view include Partners, Invoices (£0, 0 invoices) and CIS For the Period Ended.
- Footer reads Showing 1 of 106 clients.
Why it matters: Any client is a few keystrokes away, even in a large practice.
77 columns, grouped and reorderable
Column Visibility groups columns into Client & Personal Information, Status & Workflow and Service Fields such as CT600 filing deadline, HMRC CT payment date, next accounts due date, ATED renewal, SATR deadlines, confirmation statement dates, payroll, bookkeeping and VAT dates. Reorder columns and freeze up to five so they stay visible while you scroll.
What you can see
- Column Visibility header with a 1/5 frozen counter and the note "Showing 77 of 77 columns".
- Client & Personal Information group: Type, Name, Email, Related Clients, Preferred Name, ID Verified By, Nationality, UTR.
- Status & Workflow group: Assignees, Service Managers, Status, AML Risk Level, AML Digital Verification, Pending Tasks, HMRC Authorisation, Partners, Created At, Status Changed At, Archived At.
- Service Fields group: SATR - Paper Return Deadline, CT600 Filing Deadline, HMRC CT Payment Date, Next Accounts Due Date, ATED Renewal Date, Next CS Date, Payroll Run Date and more.
- Snowflake icons to freeze a column, numbered dropdowns to reorder, Search custom fields, Uncheck all, Close and Save.
Why it matters: Each team member can build a list that shows exactly the deadlines they work to.
Frozen name column with AML risk level
With the Name column frozen, scroll across to columns like AML Risk Level, where each client shows Low Risk, High Risk or AML Missing.
What you can see
- Name column frozen on the left while the rest of the table scrolls.
- Columns for Preferred Name, ID Verified By, Nationality, AML Risk Level and AML Digital Verification.
- AML Risk Level badges: Low Risk (green), High Risk (pink) and AML Missing (red).
- Kestrel Logistics Ltd and Daniel Hartley both show Low Risk.
Why it matters: Clients without a completed AML risk assessment stand out straight away, ready for follow-up.
Build filters with multiple conditions
Add conditions on status, email, type, UTR and any other field. Each filter can be switched on or off, and Save & Apply Filter keeps it for next time.
What you can see
- Filter Clients Here dialog with a showing 100 results counter.
- Filter 1 to Filter 4, each built as Where / field / operator / value (e.g. Status is Draft, Type is D-SATR, UTR is a value).
- A toggle on each filter to switch it on or off (Filter 4 shown on), plus a delete icon.
- Add Condition and Save & Apply Filter buttons.
Why it matters: Saved, multi-condition filters turn routine checks into a single click.
Filter on any client or service field
Search the field list to filter by 64-8 signed, accounts due by, archived at, assignees, average hours, cash-based and more.
What you can see
- Field dropdown opened from Filter 1 with a Search box.
- Fields listed: 64-8 Signed?, Accounts Due by, Archived At, Assignees, Average Hours, Cash-Based?.
Why it matters: You can filter on compliance fields like 64-8 status and cash-based trading, not just names and types.
Related client features
Frequently asked questions
How many columns can I show in the clients list?
Column Visibility offers 77 columns across client details, status and workflow, and service dates. You can reorder them and freeze up to five.
Can I filter clients by 64-8 status?
Yes. 64-8 Signed? is one of the filter fields, alongside Accounts Due by, Assignees, Average Hours, Cash-Based? and more.
Continue the Clients guide
See client management in Remindoo
Book a Demo to explore your firm's client onboarding and management process.
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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.”
