Knowledge Base
The Articles Library
Status tabs (All, Draft, In Review, Published) and visibility tabs (Internal, External, Both), search, New Article, FAQs & Support, Articles Management and Tags. Each card shows category, visibility, summary, tags, read time, views, likes, rating and last update.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
The Articles library is the working view of your firm's knowledge base. Every SOP, policy and technical guide appears as a card showing its category, visibility, a short summary and tags, so a team member can judge relevance before opening it. Status tabs show how many articles are in Draft, In Review and Published, which gives a practice manager a quick picture of what still needs approval. Visibility tabs let you see only Internal content, only External content, or articles shared both ways.
Search sits at the top of the page, so staff can type "VAT", "onboarding" or "s455" and go straight to the right procedure. That matters in a busy period: when a VAT quarter or the January Self Assessment deadline is close, nobody wants to hunt through folders for the firm's agreed approach.
Each card also shows read time, views, likes and a star rating. Together they give you a simple feedback loop for staff training. A high-traffic SOP with a low rating is one to rewrite; a policy with no views may need pointing out at the next team meeting. Updated dates show when each article was last revised, which supports annual policy reviews and quality control. For practices that train junior staff or offshore teams, a well-kept articles library becomes the reference point for "how we do things here", reducing supervision time and cost per hour.
Every SOP and policy as a card
Status tabs (All, Draft, In Review, Published) and visibility tabs (Internal, External, Both), search, New Article, FAQs & Support, Articles Management and Tags. Each card shows category, visibility, summary, tags, read time, views, likes, rating and last update.
What you can see
- All, Draft, In Review and Published tabs with live counts
- Internal, External and Both visibility filters
- New Article button to start a new SOP or guide
- List, filter and column view icons beside Tags
- Cards showing Category, Visibility, summary and Tags
- Read time, views, likes, star rating, Updated date and Read More
Why it matters: Status, visibility and engagement on every card let managers see at a glance what is approved, who can see it and whether it is useful.
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.
How do staff find the right SOP quickly?
Use the search box for guides, SOPs and FAQs, or narrow the library with the status, visibility, tag and category filters.
Can I see which articles are still awaiting approval?
Yes. The In Review tab shows a count and lists every article waiting for sign-off.
Continue the Knowledge Base guide
See knowledge base in Remindoo
Book a Demo to explore your firm's own process.
Book a personalised demonstration based on your firm’s own process.
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.”
