Documents Portal
Document Actions
Preview, E-Sign, Document Info, Make Visible to Client, Copy Link, Email Client, Move Document and Delete.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Once a document is in the portal, everything you might need to do with it is in one menu. Click the three dots on any file to Preview it, send it for E-Sign, open Document Info, Make Visible to Client, Copy Link, Email Client, Move Document or Delete. That keeps routine document handling inside the CRM rather than downloading, re-attaching and re-uploading files.
Document Info shows three tabs: Document Info, Client Info and Task Info. Client Info shows the assigned client, for example Kestrel Logistics Ltd. As the dialog explains, the assigned client can only be changed by assigning the root directory to another client, which keeps files tied to the correct client folder. Task Info shows the task the document belongs to.
For practices, that link between document, client and task is what makes a document trail useful. When a reviewer opens a year-end job, the supporting papers are already associated with it, and when a client asks for a copy, Email Client or Copy Link shares it without hunting through inboxes. Make Visible to Client lets you release a document to the client once it has been reviewed.
Everything from one menu
Preview, E-Sign, Document Info, Make Visible to Client, Copy Link, Email Client, Move Document and Delete.
Document, client and task info
Rename the document, see the assigned client and the task it belongs to.
What you can see
- Document Information dialog.
- Tabs: Document Info, Client Info, Task Info.
- Assigned client: Kestrel Logistics Ltd.
- Note that the assigned client changes only by reassigning the root directory.
- Close button.
Why it matters: Each document stays tied to the right client and task, supporting a clear audit trail.
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 move a document to another folder?
Yes. Use Move Document from the document actions menu.
How do I see which task a document belongs to?
Open Document Info and select the Task Info tab.
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.”
