Knowledge Base
Write SOPs and Articles
Title, summary and rich-text content with headings and lists; settings for categories, tags, status and visibility; upload attachments and add links.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Writing an SOP in Remindoo takes minutes, not a project. The editor has required Title, Summary and Content fields, with a rich-text toolbar for paragraphs, H1–H3 headings, bold, italic, underline, alignment and lists. Using one consistent structure (before you start, preparation, review and sign-off) makes every procedure in your firm look and read the same, which speeds up training and makes gaps easier to spot.
Article Settings sit on the right. Choose one or more Categories, add Tags, set the Status and pick the Visibility. A new procedure can be saved In Review and Internal, so it stays private until a manager approves it. Upload Attachment and Add Link let you keep templates, guidance PDFs and video walkthroughs with the procedure.
The sample Year-End Accounts Review SOP shows how this supports quality control and AML compliance. It starts by confirming the engagement letter and AML check are in place and Companies House details and the accounting reference date are checked. Preparation covers control account reconciliations (bank, VAT, payroll), fixed asset additions, accruals, prepayments and the director's loan account (s455), followed by a review and sign-off stage. Writing these steps down means every set of accounts goes through the same checks, whoever prepares it.
Editor and article settings
Title, summary and rich-text content with headings and lists; settings for categories, tags, status and visibility; upload attachments and add links.
What you can see
- Required Title, Summary and Content fields
- Toolbar with Paragraph style, bold, italic, underline, H1, H2, H3 and alignment
- Article Settings: Categories, Tags, Status (Published) and Visibility (Both)
- Attachments panel with Upload Attachment and an attached PDF
- Links panel with Add Link, link text and URL
Why it matters: Content, classification, approval status and supporting files are all set on one screen, so procedures are filed correctly from day one.
A new SOP in minutes
Example: a Year-End Accounts Review SOP covering engagement and AML checks, control account reconciliations, fixed assets, director's loan account (s455) and preparer/reviewer/approver sign-off.
What you can see
- Title *Year-End Accounts Review SOP* with a summary covering year-end accounts and CT600
- Categories set to Employee; Tags set to Corporation Tax
- Status set to In Review; Visibility set to Internal
- *Before you start*: engagement letter and AML check, Companies House details and accounting reference date
- *Preparation*: control account reconciliations, fixed asset additions, accruals, prepayments, director's loan account (s455)
- Upload Attachment and Add Link ready for supporting files
Why it matters: A new SOP can be drafted and held for review internally, so staff only follow procedures that have been approved.
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 format SOPs with headings and checklists?
Yes. The editor supports paragraphs, H1–H3 headings, bold, italic, underline, alignment and lists.
Can one article belong to more than one category?
Yes. The Categories field accepts several categories, and you can add multiple tags.
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.”
