Column Visibility
Easily show or hide columns and sort client data by deadline, onboarding stage, or service using Custom Column Visibility & Sorting.
Loved by 100+ accountants and bookkeepers.
The Column Visibility feature in Remindoo allows users to fully customise the client table view according to their workflow and reporting needs. Accessible by clicking “Columns” in the top-right corner of the client list screen, this feature opens as a clean overlay panel where users can control which data fields are displayed.
Customisable Client Table View
Users can toggle columns on or off, giving them control over the information shown in the client table. This ensures that only relevant data is visible, reducing clutter and improving efficiency. Whether focusing on compliance deadlines, financial tracking, workflow management, or general client details, the table can be adjusted accordingly.
Structured & Organised Layout
The interface is divided into clearly labelled sections, grouping related fields together for ease of navigation. This structured layout ensures that even with a large number of available fields, the system remains intuitive and easy to manage.
A “Search custom fields” bar at the top right allows users to quickly locate specific columns, which is particularly useful when managing extensive service or compliance fields.
Visual Toggle Controls
Each column includes a simple circular toggle indicator:
- Green checkmark – Column is visible
- Greyed-out circle – Column is hidden
This clear visual feedback makes it easy to understand and adjust the current view at a glance.
Advanced Field Coverage
The system supports both essential client data and highly specialised tax and service-related fields. This makes it suitable for firms handling diverse services, including accounts, corporation tax, self-assessment, payroll, pensions, and other compliance requirements
Search Functionality
A “Search custom fields” bar at the top of the panel allows users to quickly locate specific fields, significantly improving usability, especially when working with a large number of available columns.
Workflow Efficiency
By enabling users to personalise their view, Column Visibility improves productivity, enhances focus, and ensures teams see the most relevant information for their roles or tasks.
Custom Column Visibility for Better Workflow Control
Remindoo Column Visibility allows accounting firms to customise which columns appear across tasks, clients, and workflows. Teams can focus only on relevant information, reduce clutter, and improve visibility for faster decision-making and more organised practice management.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Customisable Column Visibility for Client Management
Control which client data fields appear in your table view and tailor the interface to match your firm’s workflow, helping accounting teams focus on the information that matters most.
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
Remindoo Column Visibility feature, accounting teams can focus only on the information that matters most improving clarity, speed, and productivity across daily operations. Start using Remindoo and create a cleaner, more efficient client management experience.
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 Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of 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.”
