Full Visibility Across Every Service Line
Track workload, client volume, and compliance exposure with Remindoo service-level overview, ensuring your accounting firm stays organised and proactive.
How to do it in Remindoo
- Open the practice dashboard.
- Review counts by workflow stage.
- Choose the Self Assessment service chip.
- Review the filtered dashboard.
Six workflow stages at a glance
Info Requested, Work in Progress, Under Review, With Client, Filed / Completed and Overdue, each with a live count. Service chips across the top show how many jobs sit in Accounts, VAT, Payroll, Self Assessment, Confirmation Statements, Bookkeeping, CIS, Corporation Tax, AML / ID, Proposals, Formation and Others.
Focus on one service line
Click a service chip (here Self Assessment) and every tile, chart and table recalculates for that service only — ideal for January Self Assessment or a VAT quarter-end push.
Loved by 100+ accountants and bookkeepers.
Remindoo’s Service Deadline Summary provides a structured, service level overview of workload, client volume and compliance exposure. It allows partners to understand which services are under pressure and where operational focus is required.
Designed specifically for UK accountancy practices managing multiple compliance streams.
Service Level Overview
See performance by individual service.
- View each service separately
- Understand workload concentration
- Monitor service specific compliance exposure
Ideal for firms offering VAT, Accounts, Payroll, Tax Returns and Advisory services.
Total Tasks by Service
Understand operational volume per service line.
- View total active tasks under each service
- Identify high demand services
- Plan resourcing accordingly
Supports structured growth planning.
Overdue by Service
Spot compliance risk at service level.
- See which services have overdue items
- Act before statutory penalties arise
- Strengthen internal deadline discipline
Particularly important for Accounts and Corporation Tax work.
Due Soon Within 30 Days
Proactively manage upcoming workload.
- Identify services with approaching deadlines
- Prepare teams in advance
- Avoid last minute pressure
Supports better seasonal planning.
Medium Term Forecasting
Plan beyond immediate compliance cycles.
- Tasks due within 3 months
- Tasks due within 6 months
- Anticipate year end and quarterly workload peaks
Helps partners allocate resources strategically.
Client Volume Per Service
Understand service demand.
- View number of clients linked to each service
- Identify growth areas
- Measure service performance
Useful for strategic pricing and expansion decisions.
Average Completion Time
Monitor operational efficiency.
- Track average time taken per service
- Identify process bottlenecks
- Improve turnaround times
Encourages continuous improvement across departments.
Filter by Service
Analyse individual services in detail.
- Filter dashboard by specific service
- Conduct focused reviews
- Support partner meetings and performance reviews
Allows deeper operational insight without complexity.
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
Service-Level Visibility Across Your Accounting Firm
Remindoo provides a structured overview of workload, client volume, and compliance exposure, helping accounting firms prioritise services and manage operational focus efficiently.
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
Get a complete overview of workload, client volume, and compliance exposure with Remindoo Service Deadline Summary. Start using Remindoo to streamline service management across your accounting practice.
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.”
