Date & Other Sorting
Easily sort clients by important dates and custom fields in Remindoo. Keep your accounting workflow organised and focused on priority tasks.
How to do it in Remindoo
- Open the task table's column controls.
- Choose visible columns.
- Review column order and freeze options.
- Review the equivalent controls in the clients table.
Choose, reorder and freeze columns
Show any of 20 columns grouped by task information, assignment, progress, scheduling, billing and actions. Reorder with the dropdown and freeze up to five so they stay visible while you scroll.
77 columns, grouped and reorderable
Column Visibility groups columns into Client & Personal Information, Status & Workflow and Service Fields such as CT600 filing deadline, HMRC CT payment date, next accounts due date, ATED renewal, SATR deadlines, confirmation statement dates, payroll, bookkeeping and VAT dates. Reorder columns and freeze up to five so they stay visible while you scroll.
Loved by 100+ accountants and bookkeepers.
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.
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
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 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
Sort clients by deadlines, onboarding dates, or custom fields to prioritise tasks, streamline workflows, and keep your client list focused on what matters most.
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.”
