Remindoo feature
Create your own profile for accountants for Accountants
Create your own profile for accountants in Remindoo helps UK accountancy teams standardise work, keep client context close and move deadlines forward with fewer manual checks. It connects to the wider practice workflow so owners, dates and next actions stay visible.
How to do it in Remindoo
- Open Global Settings.
- Review tenant information.
- Check firm name, address and company number.
- Review the current admin's contact details.
Tenant information
Firm name, address, company number, page length and the current admin user's contact details.
How does it work?
Create the rule
Keep the process clear for partners, managers and the delivery team.
Apply it to client work
Keep the process clear for partners, managers and the delivery team.
Review progress
Keep the process clear for partners, managers and the delivery team.
Frequently asked questions
Create your own profile for accountants is a Remindoo feature for organising accountancy work with clear owners, statuses and client context.
Yes. Remindoo is built around UK practice terms, deadlines and workflows including VAT, CS01, CT600, payroll and CIS.
Yes. Remindoo connects feature workflows to client services and repeat tasks.
Loved by 100+ accountants and bookkeepers.
Clear identification and accurate contact information are essential for smooth internal and external communication. The Create Your Own Profile feature in Remindoo allows every user to personalise their account with updated details, profile photo, and contact information to ensure clarity across teams and client interactions.
This feature keeps your identity consistent and professional within the system.
Personal Profile Customisation
Each user can manage their own profile information, including:
- Profile photo
- First and last name
- Email address
- Mobile number
- LinkedIn profile link
This ensures your details remain accurate and visible wherever relevant within the platform.
Professional Identity Display
Your profile information appears across tasks, comments, assignments, and internal communications. Having a clear profile:
- Helps teammates easily identify you
- Adds professionalism to comments and task updates
- Improves accountability within workflows
- Strengthens clarity in team collaboration
A visible profile photo and correct name reduce confusion in larger teams.
Accurate Communication Details
By keeping your email and mobile number updated, Remindoo ensures:
- Proper notification routing
- Reliable communication records
- Clear contact references for team members
- Up-to-date internal directory information
Accurate data prevents miscommunication and missed updates.
LinkedIn Integration for Professional Visibility
Adding your LinkedIn profile link enhances professional transparency. This is particularly useful in accounting firms where:
- Clients may interact with assigned managers
- Internal teams collaborate across departments
- Professional credibility matters
It strengthens your digital professional presence within the organisation.
Easy Editing & Instant Updates
The profile section is designed for simple editing and immediate saving of changes. Updates are reflected instantly, ensuring your information stays current without requiring administrative intervention.
Security Preferences
Alongside profile details, users can manage security settings such as enabling advanced employee roles. This adds an extra layer of protection to their account access.
With the Create Your Own Profile feature, Remindoo ensures every team member maintains a clear, professional, and up-to-date identity within the system, improving communication accuracy, collaboration, and internal transparency.
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
User Profile Management for Accounting Teams
Create and manage your personal profile with updated contact details and a professional identity to ensure clear communication across your firm.
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
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The Companies House integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeper @ Bean Counter
Create your profile in Remindoo with accurate contact details and a professional identity to improve communication across your accounting team and client interactions.
Every deadline. Every client. One system.
60-day free trial + free data migration + a free onboarding call
We move your clients, contacts, services and deadlines across for you, then walk your team through setup.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
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.”
