Remindoo feature
Employee reporting for Accountants
Employee reporting in Remindoo helps UK accountancy teams standardise work, keep client context close and move deadlines forward with fewer manual checks. It connects to the wider practice workflow so owners, dates and next actions stay visible.
How does it work?
Create the rule
Keep the process clear for partners, managers and the delivery team.
Apply it to client work
Keep the process clear for partners, managers and the delivery team.
Review progress
Keep the process clear for partners, managers and the delivery team.
Frequently asked questions
Employee reporting is a Remindoo feature for organising accountancy work with clear owners, statuses and client context.
Yes. Remindoo is built around UK practice terms, deadlines and workflows including VAT, CS01, CT600, payroll and CIS.
Yes. Remindoo connects feature workflows to client services and repeat tasks.
Loved by 100+ accountants and bookkeepers.
Remindoo Employee Reporting dashboard gives partners and managers a clear, real time view of capacity, productivity and deadline performance, all in one structured reporting view designed specifically for UK accountancy practices.
Total Capacity Overview
Understand the cumulative available hours across your team.
- Automatically calculates total capacity of all active employees
- Supports forward planning and workload allocation
- Helps identify when additional resource may be required
Ideal for firms managing peak periods such as January Self Assessment deadlines.
Time Logged Monitoring
Track the actual hours recorded against tasks.
- Real time total hours logged
- Compare logged time against available capacity
- Identify productivity gaps quickly
Ensures proper time management and stronger internal control.
Utilisation Rate
See how effectively your team’s time is being used.
- Automatic utilisation percentage calculation
- Instantly detect underutilisation or overloading
- Improve profitability through balanced workload distribution
A critical KPI for growing firms.
Overdue Task Visibility
Stay in control of compliance sensitive work.
- Clear view of overdue tasks
- Immediate identification of bottlenecks
- Protect client service standards
Ideal for managing VAT returns, payroll submissions, accounts filings and confirmation statements.
Deadline Adherence Tracking
Measure how well your team meets agreed deadlines.
- Track deadline performance across services
- Encourage accountability within departments
- Strengthen compliance processes
Supports both internal workflow targets and statutory deadlines.
Upcoming Deadlines Overview
Plan ahead with clarity.
- View upcoming deadlines at a glance
- Separate internal and external deadlines
- Prepare workloads before pressure builds
Designed for proactive practice management.
Historical Employee Performance
Review performance at individual employee level.
For each team member, you can monitor:
- Active status
- Tasks completed today
- Overdue items
- Upcoming deadlines including internal and external
- Time logged
- Capacity allocation
This enables structured performance reviews, workload rebalancing and improved team accountability.
Date Based Reporting Filters
Analyse performance by specific dates.
- Filter reports for any chosen day
- Review historic productivity
- Support monthly management reporting
Clear, measurable performance data without relying on spreadsheets.
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
Employee Performance & Reporting Dashboard
Get real-time visibility into team capacity, productivity, and deadline performance with structured employee reporting designed for UK accountancy practices.
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
Remindoo Employee Reporting dashboard gives accounting firms instant visibility into team capacity, productivity, and deadline performance helping managers make data-driven decisions and ensure operational efficiency.
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
See it in action
More walkthroughs
Why knowing what each employee is working on matters
In a growing practice, the partner can no longer hold every job in their head. Clear ownership and visible workload are what stop deadlines slipping when someone is on leave, busy or new.
Clear ownership
Every client and task has a named person, so nothing sits unassigned and clients get consistent answers.
Balanced workload
Seeing tasks per person helps managers move work before one person is overloaded and another is waiting.
Cover for absence
When work, notes and history live in one system, a colleague can pick up a job without starting from scratch.
Controlled access
Roles and permissions keep sensitive client and AML data visible only to people who need it.
Practical tips from UK practice
- Group people into teams around services or client portfolios, and name a Team Lead for each.
- Review the employee task breakdown weekly, not only when a deadline is missed.
- Give new starters a limited role first, then widen access as they are trained.
- Use bulk reassignment when someone leaves or goes on holiday, rather than moving tasks one by one.
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.”
