Task management
Global Search Across Your Accounting Practice
When a client calls, you need their work in front of you quickly. Remindoo's global search lets your team look up records from one search bar instead of opening each area in turn.
Built for UK accountants, bookkeepers and growing accountancy practices.
How to do it in Remindoo
- Open the clients list and use client search.
- Open the proposals list and use proposal search.
- Open the leads list and use lead search.
Search clients by name
Type a name into Search Clients to jump straight to the client.
Search across proposals
Type three or more characters into the search bar at the top of the page to find a proposal by its lead. Results show the proposal name, status, lead and creation date, and open in one click. The search box above the table searches by proposal name.
Search for any lead
Type in Search for Leads to narrow the list instantly. The status counts update to match your search.
Search from one place
- Search by name from the top of Remindoo
- Jump straight to the record you need
- Combine with task and client filters to narrow a list further
Respects roles and permissions
Search results follow each user's role, so people only find the records they're allowed to see.
Search inside each area too
Tasks, clients, leads, proposals and documents also have their own search boxes, so you can search within the list you're working in.
Example: a client rings about their Self Assessment
- The receptionist types the client's name into global search.
- They open the client's record and see the Self Assessment task and its status.
- They add a comment to the task and tag the manager with the client's question.
Illustrative example, adapt it to your own practice's process.
Frequently asked questions
Will search show records I can't access?
No. Results follow your role and data visibility settings.
Can I search within the task list only?
Yes. The task page has its own search and filters for narrowing the list you're working in.
See Remindoo's task management in action
Book a Demo to see how Remindoo organises client work, deadlines and reviews for UK accountancy teams.
Book a personalised demonstration based on your firm’s own process.
See it in action
Step-by-step guide
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.”
