Clients
Services, Time Allocation and Deadlines
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Services are what turn a client record into work. In Remindoo, you add services from your practice's service library, such as Accounts - Year End + CT600, ATED - Yearly Filing, Bookkeeping, CIS Contractor Monthly Filing, CIS Sub Contractor Payrun and Confirmation Statement. Each service tells you how many subtasks and preset reminders it will create. For each service you set a frequency, such as Yearly, and an estimated time in hours and minutes. Remindoo shows how many tasks the selected frequency will create. Additional info captures the statutory dates. For Personal Tax Return - SATR, that means the next SATR date, the paper return deadline (31 October) and the online filing deadline (31 January). For Accounts - Year End + CT600, enter the period end and Remindoo fills in the CT600 filing deadline, 12 months after the period end, and the HMRC CT payment date, nine months and one day after it. Once added, the services table lists pending tasks, assignees, additional info, reminders and the estimate for each service, then adds them up to a Total Yearly Time for the client.
Choose from your service library
Search services such as Accounts - Year End + CT600, ATED, Bookkeeping, CIS, Confirmation Statement, Personal Tax Return and VAT. Each shows how many subtasks and preset reminders it creates.
What you can see
- Manage Services For Kestrel Logistics Ltd with a Search services here box.
- Services listed: Accounts - Year End + CT600, ATED - Yearly Filing, Bookkeeping, CIS Contractor - Monthly Filing, CIS Sub Contractor - Payrun, Confirmation Statement.
- Each row states, for example, "This service will create 6 subtasks and 3 preset reminders".
- An Add button on every service.
Why it matters: Standard services bring their own tasks and reminders, so every client is set up the same way.
Frequency, estimated time and dates
Set frequency, estimated hours and minutes, and service dates such as next SATR date and paper and online filing deadlines.
What you can see
- Personal Tax Return - SATR service set-up.
- Frequency (Yearly), with a note that 1 task will be created.
- Estimated Time (Hours) 3 and Estimated Time (Minutes) 30.
- Additional Info: Next SATR Date 05/04/2026, SATR - Paper Return Deadline 31/10/2026, SATR online Filling Deadline 31/01/2027.
- Cancel and Next buttons.
Why it matters: Time budgets and Self Assessment deadlines are set per client from day one.
Deadlines calculated for you
Enter the period end and Remindoo fills in the CT600 filing deadline and HMRC CT payment date.
What you can see
- Accounts - Year End + CT600 for Kestrel Logistics Ltd.
- Frequency Yearly and Estimated Time 8 hours 0 minutes.
- Next Accounts For The Period Ended 31/10/2026.
- Calculated CT600 Filing Deadline 31/10/2027 and HMRC CT Payment Date 01/08/2027.
- Next Accounts Due Date and Last Account Made up to fields.
Why it matters: Corporation tax filing and payment dates are worked out from the period end, which cuts manual errors.
Services with pending tasks and assignees
Each service lists pending tasks, assignees, additional info and reminders.
What you can see
- Services step with Add Services and a Filing History CH link.
- Table columns: Services, Pending Tasks, Assignees, Additional Info.
- Personal Tax Return - SATR with 1 pending task and VAT with 0.
- Assignee avatars with + to add more, and an edit icon for additional info.
Why it matters: You can see who is doing what for each service before the client goes live.
Total yearly time per client
Estimates add up to a total yearly time for the client, ready for capacity planning and fee reviews.
What you can see
- Services table scrolled to Reminders and Estimate columns.
- Estimates of 3 hr 30 min and 7 hr 30 min.
- Total Yearly Time = 11 hr 0 min under the table.
Why it matters: A yearly time total per client gives you a basis for pricing and capacity planning.
Related client features
Frequently asked questions
Does Remindoo calculate corporation tax deadlines?
Yes. Enter the accounts period end on the Accounts - Year End + CT600 service and Remindoo fills in the CT600 filing deadline and HMRC CT payment date.
Can I record how long each service takes?
Yes. Set estimated hours and minutes per service. Remindoo totals them into a yearly time for the client.
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 recording time matters in an accountancy practice
Time is the main cost in every accounting firm. Without recorded time you are guessing whether a fixed fee is profitable, whether a client is taking more work than agreed, or whether a team member is overloaded.
Price services with evidence
Comparing recorded time with the fee for a year-end, VAT return or payroll run shows which clients and services are under-priced before renewal.
Spot scope creep early
When time on a client keeps rising, you can raise it with the client or send an updated proposal rather than absorbing the cost.
Plan capacity realistically
Estimated time against actual time tells managers how much work a person can really take in a busy January or accounts season.
Support fair reviews
Time linked to tasks and clients gives an objective view of workload, rather than relying on who seems busiest.
Practical tips from UK practice
- Start the timer on the task itself, so time is linked to the right client and service automatically.
- Set estimated hours in service templates, then compare them with recorded time each quarter.
- Review the most over-running services before you send renewal proposals or engagement letters.
- Agree as a team which work counts as client time and which is internal, so the numbers are comparable.
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.”
