Loved by 100+ accountants and bookkeepers.
Date & Other Sorting
The Date & Other Sorting feature in Remindoo allows accounting firms to sort and customise their client list based on deadlines, onboarding dates, and custom fields. This ensures that your client management view reflects what matters most to your workflow.
Flexible Client Sorting
Remindoo enables firms to sort clients by:
- Upcoming deadlines
- Onboarding date
- Service start date
- Custom fields
- Any visible column in the client list
This flexibility allows you to prioritise urgent tasks, track new clients, or organise records based on your internal processes.
Custom Column Visibility
In the Client Management interface, click the Hamburger menu icon (eight lines) at the top-right corner to open the Column Visibility modal. From here, you can:
- Hide irrelevant columns
- Highlight important fields
- Rearrange data visibility
- Focus only on information relevant to your team
This helps eliminate clutter and improve decision-making speed.
Save and Reuse Filters
Once you customise your preferred column setup and sorting filters, you can save them for future use. This allows you to:
- Reuse preferred views anytime
- Instantly switch between different client list layouts
- Avoid rebuilding your setup repeatedly
- Maintain consistency across your team
Saved filters ensure your workflow remains structured and efficient.
Customised Client List Views
With column visibility and sorting controls, firms can:
- Create deadline-focused dashboards
- Monitor onboarding progress
- Track specific service categories
- Organise clients by internal priority
- Apply custom filters based on firm requirements
This level of control ensures your client management system adapts to your workflow and not the other way around.
Faster Decision-Making
By instantly changing client list views without rebuilding configurations, your team stays focused and ready to act in just a few clicks.
The Date & Other Sorting feature empowers firms with complete control over how client data is displayed, sorted, and prioritised, ensuring efficient, organised, and action-ready client management within Remindoo.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Flexible Client Sorting by Date and Custom Fields
Sort and organise your client list by deadlines, onboarding dates, or custom fields to keep your accounting workflow focused and prioritised.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management system 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
Sort clients by deadlines, onboarding dates, or custom fields to prioritise tasks, streamline workflows, and keep your client list focused on what matters most.