Knowledge Base
Review Workflow and Visibility
New SOPs can wait In Review until a manager approves them; filter by status or by Internal, External and Both.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
A procedures manual is only as reliable as its review process. Remindoo gives every knowledge base article a status of Draft, In Review or Published. Authors can save work in progress as a draft, submit a finished SOP for review, and a manager or partner can check it before it becomes the firm's agreed method. Selecting the In Review tab lists exactly what is waiting, so nothing sits unapproved for weeks.
This simple approval step supports quality control and the documented procedures that professional bodies and AML supervisors expect firms to maintain. When a regulation changes, such as a new deadline or threshold, the updated SOP can go back through review before staff rely on it.
Visibility works alongside status. Internal articles are for your team only; External articles are suitable for clients; Both covers guides that work for either audience, such as a plain-English explanation of VAT deadlines. Filtering by visibility helps you check that internal methodology is not exposed and that client-facing content is ready to share. Combined with read counts, likes and ratings, this gives owners a clear view of what is approved, who can see it and whether staff are using it.
Draft, In Review, Published
New SOPs can wait In Review until a manager approves them; filter by status or by Internal, External and Both.
What you can see
- In Review tab selected with its count highlighted
- All, Draft and Published tabs alongside
- Internal, External and Both visibility tabs
- *Year-End Accounts Review SOP* card, category Employee, visibility Internal, tag Corporation Tax
- Read time, views, likes, rating and Read More on each card
- Page numbers with a Next button
Why it matters: Managers see every article awaiting approval in one filtered list, which keeps the review queue moving.
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.
What does the In Review status do?
It marks an article as waiting for approval, so it can be checked by a manager before it is published.
What is the difference between Internal, External and Both?
Internal articles are for staff only, External articles are for clients, and Both makes an article suitable for either audience.
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.”
