Knowledge Base
Reading an Article
Headings, lists and worked examples (here: VAT returns due one calendar month and seven days after the period end), with category, visibility and tags alongside.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
An SOP is only useful if people can follow it. The Remindoo article view presents each guide with a summary, proper headings and bullet lists, so a reviewer can scan the structure and a junior can work through it step by step. The VAT Return Submission Guide shown here is a good example: an Information to Check list (sales and purchase invoices, VAT rates and exemptions, period dates, VAT control account reconciliation), a Submission Deadline section with a worked date example, and a Final Review step before submitting through the appropriate HMRC service.
Category, visibility and tags sit alongside the content, so readers know who the guide is for and how it is classified. Attachments and related links keep supporting material with the procedure rather than scattered elsewhere: a PDF of guidance, or a link to a video walkthrough for visual learners.
At the foot of each article, read time, total views, likes and a star rating give managers evidence that staff are actually using the firm's procedures. That is useful for quality control reviews and for training records. It also supports Making Tax Digital work: when VAT figures are reviewed against a consistent checklist every quarter, the firm reduces errors, rework and the risk of late or incorrect returns.
Clean, structured content
Headings, lists and worked examples (here: VAT returns due one calendar month and seven days after the period end), with category, visibility and tags alongside.
What you can see
- Article title, Summary and Content headings
- *VAT Return Preparation*, *Information to Check* and *Submission Deadline* sections
- Bolded rule: due one calendar month and seven days after the period end
- Side panel with Category, Visibility and Tags
- Edit and Delete buttons and Back to Articles
Why it matters: Structured content with worked examples turns a policy into a repeatable checklist your team can follow without asking.
Attachments, links and feedback
Attach files such as PDFs, link to videos or documents, and see read time, total views, likes and star ratings.
What you can see
- *Final Review* section and a Tip on keeping supporting records
- Attachments panel with a PDF file (*VAT guidelines.pdf*)
- Related Links panel with a link to a video guide
- Read Time and Total Views counters
- Likes and a five-star rating
Why it matters: Supporting files and feedback live with the procedure, so the guide stays complete and you can see how well it lands with staff.
Frequently asked questions
What can I store in the knowledge base?
SOPs, firm policies, technical guides (for example Section 455, fixed asset and depreciation policies) and client-facing FAQs, with attachments and links.
Can I share articles with clients?
Yes. Each article's visibility is Internal, External or Both.
Is there an approval step?
Yes. Articles move through Draft, In Review and Published.
Can I see if staff read the SOPs?
Each article shows read time, views, likes and a star rating.
Can I attach files and videos to an SOP?
Yes. Articles support file attachments such as PDFs and related links, for example to a video guide or document.
How do I know if staff have read an article?
Each article shows read time, total views, likes and a star rating.
Continue the Knowledge Base guide
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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.”
