Documents Portal
Client Folders and Service Sub-folders
All client folders with size, date added, modified, creator and a Visible badge when shared with the client.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
A consistent folder structure is the backbone of good document management for accountants. In Remindoo, the top level of the Documents Portal lists a folder for each client, showing size, date added, date modified, who created it and whether it is visible to the client. Open a client folder and you find service sub-folders — for example Accounts - Year End + CT600 inside Kestrel Logistics Ltd — holding that job's files.
Breadcrumbs at the top show exactly where you are, so staff can move between a client's services without getting lost. You can switch between list view and grid view, use All or Recent, and search by document or folder name. The global search above finds documents once you type three or more characters.
When a job needs extra structure, New Folder lets you create one inside the current folder. You name it, choose whether it is visible to the client and confirm the full path before creating it. A folder such as Client Uploads, made visible, gives the client a clear place in the year-end folder. For practice owners, this structure means anyone in the team can find a client's paperwork quickly, and file storage stops depending on personal habits.
A folder for every client
All client folders with size, date added, modified, creator and a Visible badge when shared with the client. Search, list or grid view, All and Recent tabs, and storage usage.
What you can see
- Client folder list with sortable Size, Date Added and Modified columns.
- Creator shown as team member initials.
- Client column with Visible badges.
- Folder search and global document search.
- Storage usage bar.
Why it matters: A standard folder per client keeps the whole practice working to the same filing structure.
Service sub-folders
Inside Kestrel Logistics Ltd, the Accounts - Year End + CT600 folder holds that job's files; breadcrumbs show where you are.
What you can see
- Breadcrumb trail to the Accounts - Year End + CT600 service folder.
- Files with size, date added, modified and creator.
- Visible badge on the shared file.
- Checkboxes and actions menu on each row.
Why it matters: Each service keeps its own documents, so the right papers are with the right job.
Create folders
Name a new folder, choose whether the client can see it and confirm the path.
What you can see
- Create New Folder dialog.
- Folder name field, here "Client Uploads".
- Visible to client toggle.
- Full path shown: Documents > Kestrel Logistics Ltd > Accounts - Year End + CT600 > Client Uploads.
- Cancel and Create buttons.
Why it matters: Visibility is decided when the folder is created, so nothing is shared by accident.
Frequently asked questions
Does Remindoo create client folders automatically?
Yes. Each client has a folder, and each service (for example Accounts - Year End + CT600) has its own sub-folder.
Can I choose what the client sees?
Yes. Folders and files can be marked visible to the client or hidden, and a Visible badge shows what is shared.
Can clients e-sign documents?
Yes. Choose recipients, drag signature and date fields onto the PDF, link it to a task and send the invite.
How much storage is included?
The storage bar shows usage against your allowance (for example 0.2 GB of 3 GB).
Can I add my own folders inside a client folder?
Yes. Use New Folder, give it a name, choose whether it is visible to the client and confirm the path.
How do I find a document quickly?
Search by document or folder name within the portal, or use the global search with three or more characters.
Continue the Documents Portal guide
See documents portal in Remindoo
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Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
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.”
