Loved by 100+ accountants and bookkeepers.
Edit/Delete Task
Within the Smart Task Card, users have access to two key controls:
- Edit Task
- Delete Task
These options allow accounting firms to maintain accuracy, flexibility, and control over active work.
Edit Task
The Edit Task option opens the task’s main detail panel, where core information is displayed and selected fields can be updated. This ensures tasks remain accurate as work progresses, deadlines shift, or priorities change.
Task Details Overview
Inside the Edit section, you can view:
Assignees
- Profile icons of assigned team members
- Clear visibility of task ownership
(Assignment visibility is fixed here to preserve accountability.)
Task Name
- Displays the official task title
- Acts as the primary identifier for the job
Task Status
Indicates the current stage of the task, such as:
- Not Started
- In Progress
- Completed
- Archived
- Awaiting FeedbackÂ
Editable:Â Yes
This allows teams to update progress stages as work evolves.
Task Progress Status
Shows measurable progress (e.g., percentage completion). This provides a structured view of how much work has been completed relative to the total task.
Priority
Defines urgency level:
- High
- Medium
- Low
Editable:Â Yes
Useful when compliance deadlines change or urgent client requests arise.
Deadlines (Internal & External)
Two structured deadline types are visible:
- Internal Deadline (team-facing target)
- External Deadline (client/compliance submission date)
Editable:Â Yes
This dual-deadline model is especially important for accounting firms managing review cycles before client-facing submissions.
Description
Contains detailed task instructions, context, or notes:
Editable:Â Yes
This ensures that clarifications, scope changes, or additional requirements can be documented within the task itself.
Tags
Used for categorisation and filtering.Â
Examples:
- VAT
- Payroll
- Audit
- Q1 Reporting
- Compliance
Editable:Â Yes
Tags help firms organise tasks for reporting and filtering purposes.
Controlled Edit Permissions
Only specific fields are editable:
- Task Status
- Priority
- Deadline (Internal & External)
- Description
- Tags
Core structural details remain consistent to maintain data integrity and reporting accuracy.
Delete Task
The Delete Task option permanently removes a task from the system.
This is typically used when:
- A task was created in error
- Duplicate entries exist
- The job is no longer required
Deletion should be used carefully to maintain workflow records.
Designed for Operational Efficiency
For accounting firms, structured task editing ensures:
- Up-to-date deadlines
- Clear priority adjustments
- Accurate task documentation
- Controlled modifications
- Maintained accountability
The Edit & Delete feature provides flexibility without compromising structure.
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.
Task Management
Complete task management solution with automation and team collaboration.
Quick Task Creation
Create tasks instantly with minimal input, keeping your workflow fast and efficient.
Detailed Task Creation
Add priorities, assignees, and deadlines to build fully detailed and structured tasks.
Recurring Task
Automate repeating jobs by setting flexible recurrence schedules for ongoing tasks.
Global Search
Quickly locate any task, client, or deadline across the entire system.
Customise Task Page View
Adjust layouts and views to fit personal preferences or team workflows.
Strong Filters
Narrow results by tags, deadlines, assignees, or status to stay organised.
Task Card
See all essential task information at a glance in card format.
Task Details View
Expand tasks for complete information, attachments, subtasks, and notes in one place.
View Sub Tasks
Break tasks into smaller subtasks, making progress easier to track and manage.
Add Sub Task
Add subtasks directly within a task to break down work more effectively.
Complete Checklist from Tasks
Use built-in checklists to ensure every step of a task is completed.
Comments
Collaborate effectively with threaded discussions and updates directly inside tasks.
Tag Colleagues
Mention teammates in tasks to notify, involve, and assign responsibilities quickly.
Time Recording
Log hours spent on tasks to track productivity and project profitability.
Edit/Delete Task
Update details or delete tasks easily while keeping workflow clean and accurate.
View Completed & Archived Tasks
Access history anytime by reviewing completed and archived task records.
Task Timeline
Visualise tasks in chronological order for better planning and scheduling.
Assign & Reassign Tasks
Allocate responsibilities or reassign tasks instantly when team roles change.
Bulk Reassign
Reallocate multiple tasks at once to streamline workload management.
Snooze Tasks
Postpone non-urgent tasks while keeping them visible for future follow-up.
Bulk Snooze
Delay multiple tasks together without losing their visibility or context.
Manage Internal & External Deadlines
Track both client deadlines and internal timelines in one place.
Bulk Delete
Remove multiple tasks at once, saving time and keeping task lists organised.
Bulk Archive
Archive several completed tasks in one action for easy record-keeping.
Bulk Add Sub Task
Create subtasks across multiple tasks simultaneously to streamline repetitive workflows.
Client Management
Comprehensive client relationship management with automated workflows.
Client Journey
Track the full client lifecycle from onboarding to ongoing services in one place.
Client Onboarding
Simplify client setup with structured steps, service selection, and task automation.
Companies House Sync
Automatically fetch company details and filing deadlines directly from Companies House.
Manual AML
Record and store Anti-Money Laundering checks manually when required.
Centralised Client Information
Store all client details, services, documents, and notes in one profile.
Client Card
Quickly view essential client information at a glance without opening full profile.
Client Timeline
View chronological history of tasks, services, and communications for every client.
Client Notes
Add and update notes to capture important details and conversations.
Column Visibility
Customise your screen by showing or hiding columns that matter most.
Strong Filters
Filter clients by type, deadlines, services, or status for faster navigation.
Global Search
Instantly find any client, contact, or record across the database.
Date & Other Sorting
Sort clients by deadlines, onboarding date, or custom fields with ease.
Manage Deadline
View and update all client deadlines in one centralised dashboard.
Review Related Clients
Connect and review relationships between group companies or associated clients.
Review Tasks
Access all client-linked tasks for monitoring progress and ensuring timely delivery.
Add Client Manager
Assign a dedicated manager to oversee and maintain client relationships.
Add Services Manager
Allocate service-specific managers for more effective responsibility tracking.
Add Assignees
Assign individual team members to handle specific client tasks and services.
Add/Delete Multiple Services
Add or remove multiple client services in a single action.
Add Multiple Contacts
Save different client representatives under one company profile.
Add Multiple Phone Numbers and Emails
Store multiple contact details for quick communication access.
Review Total Fee
Instantly view the client's overall billing and fee details.
View Total Hours
Check total hours spent on client work for productivity and profitability tracking.
View Hours Allocated vs Hours Available
Compare workload capacity against actual assigned hours per client.
Send Newsletter
Email newsletters or bulk updates directly to selected client groups.
Create Task from Client
Instantly create and link a task directly from a client profile.
Bulk Sync with Companies House
Update multiple client records at once with fresh Companies House data.
Bulk Delete
Remove multiple clients in one step for easy database management.
Bulk Archive
Archive several inactive client records in a single action.
Dashboard & Analytics
Real-time insights and comprehensive analytics for your practice.
Total Clients
Active, inactive, archived, and new onboarded this month.
Client Movements
Clients onboarded vs clients left, with summary and dates.
Task Summary
Pending, overdue, due soon (30 days), due in 3 months, due in 6 months, and on hold.
Service Breakdown
Number of tasks and deadlines by service (Accounts, VAT, Payroll, SATR, etc.).
Upcoming Deadlines
Nearest internal and external deadlines for quick action.
Overdue Deadlines
Critical overdue tasks needing immediate attention.
Workload Summary
Total hours available vs assigned hours vs remaining hours.
Team Performance
Time logged daily, weekly, monthly by each user.
Notifications & Alerts
Important updates, client reminders, and flagged risks.
Quick Actions
Buttons to create new clients, add service, or create quick task.
Revenue & Fee Overview
Total fee value of clients, billed vs unbilled amounts.
Conversion Insights
Leads converted to clients and proposals accepted. (phase 2+)
Services & Workflow Automation
Automate repetitive tasks and streamline your service delivery.
Unlimited Services & Workflows
Create unlimited internal and external services with flexible workflows tailored to your firm.
Service Name
Define the name of the service for easy identification and organisation.
Service Type (Internal / External)
Categorise the service as internal workflow or client-facing activity.
Status (Active / Inactive)
Control whether a service is available for use or disabled.
Estimated Time (Hours / Minutes)
Set the standard completion time to help with workload planning.
Frequency Options
Choose recurrence like daily, weekly, fortnightly, monthly, quarterly, or yearly.
Trigger Date
Link a trigger date to custom fields for automated scheduling and reminders.
Add Custom Fields
Add extra data points like Year End Date or VAT Quarter End.
Team & Communication
Collaborate effectively with your team and clients.
Create Team & Select Team Lead
Build teams, assign leaders, and view them in groups.
Add/Invite New Users
Invite unlimited users to the system with simple onboarding.
Create Email Templates
Build unlimited reusable email templates for tasks, reminders, and client communication.
Setup Employee Roles & Permissions
Define user roles and control access with detailed permission settings.
Send Emails from Your Domain
Connect your domain to send branded, professional emails directly.
Create Tokens
Generate dynamic tokens for tasks and emails to personalise communication automatically.
See Notifications
Receive real-time system notifications and mark them as read when actioned.
Create Your Own Profile
Personalise your profile with details, profile picture, and preferences.
Leads Management
Capture, nurture, and convert leads effectively.
Create a Form
Build forms, embed on your website, and capture leads directly in CRM.
Lead Management
Track, organise, and update leads throughout the entire sales cycle.
Lead Notes
Add notes to record conversations, updates, and client requirements.
Lead Tasks
Assign and track tasks linked to specific leads for better follow-up.
Lead Status
Manage lead progress with custom statuses to reflect sales journey.
Lead Pipeline
Visualise leads in a pipeline view for clearer conversion tracking.
Lead Source
Record and monitor where each lead originated from for reporting.
Unlimited Leads
Add and manage unlimited leads without restrictions.
Multiple Assignees
Assign more than one user to manage a lead collaboratively.
Strong Filter
Filter leads by source, status, assignee, or other key criteria.
Global Search
Instantly find any lead using powerful global search.
Proposals & Engagements
Create professional proposals and manage client engagements.
Create Templates
Build reusable templates for proposals, saving time and ensuring consistency.
Create Products & Services
Add services or products into a catalog for easy proposal building.
Add in Categories
Organise services into categories for quicker selection.
Send LOE via Email
Deliver Letters of Engagement directly via email from the system.
Get E-Signature
Collect secure electronic signatures on proposals for faster approvals.
Convert to Client
Instantly convert accepted proposals into active client records.
Import Lead & Proposal History
Bring in past records to keep your sales data centralised.
Strong Filter
Filter proposals by status, assignee, category, or date range.
Global Search
Quickly find any proposal or document using system-wide search.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Edit and Delete Tasks with Ease
Quickly update or remove tasks directly from the Smart Task Card to maintain accuracy, flexibility, and full control over your accounting workflows.
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
Quickly edit or remove tasks directly from the Smart Task Card to keep your accounting workflows accurate, flexible, and under complete control. Start using Remindoo to streamline task management and boost team efficiency.