Loved by 100+ accountants and bookkeepers.
Create Task from Client
The Create Task from Client feature in Remindoo allows accounting firms to instantly create and link a task directly from a client’s profile. This ensures that all work is properly connected to the relevant client, improving organisation and workflow efficiency.
Direct Task Creation
From within the Client Profile, users can quickly create a new task without navigating to the main tasks section. This enables firms to:
- Log new work requests immediately
- Convert client discussions into actionable tasks
- Capture urgent requirements in real time
All tasks created this way are automatically linked to the selected client.
Automatic Client Association
When a task is created from the client profile, it is directly tied to that client’s record. This ensures:
- Accurate tracking of work per client
- Clear visibility of client-related tasks
- No risk of tasks being assigned to the wrong client
This eliminates manual linking and reduces administrative errors.
Streamlined Workflow Management
By creating tasks directly from the client view, firms can:
- Respond quickly to client requests
- Assign team members immediately
- Set deadlines and priorities
- Attach relevant services or subtasks
This keeps the workflow structured and efficient from the moment work is initiated.
Improved Accountability
Every task created is visible within the client’s task history, making it easy to track:
- By whom was the task created
- Who is assigned
- Progress status
- Time spent
This strengthens accountability and transparency across the team.
The Create Task from Client feature ensures that no client request goes unrecorded, enabling faster action, better organisation, and seamless task management within Remindoo.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Instant Task Creation from Client Profiles
Using Remindoo, instantly generate and link tasks from a client’s profile, ensuring seamless workflow and clear client-task connections.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track VAT, Corporation Tax, PAYE, and Self Assessment Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Quickly create tasks directly from any client profile using Remindoo, ensuring all work stays organised, connected, and easy to track.