Loved by 100+ accountants and bookkeepers.
Quick Task Creation for Accountants
If you are running an accounting firm, every service begins with a task. Your deadlines and accountability can suffer if your task creation is slow or inconsistent. Remindoo’s Quick Task Creation is designed to make your task setup fast, structured and reliable. It gives your firm a consistent way to initiate work, assign responsibility and maintain visibility.
Create Tasks in Seconds
From the Tasks section, you can access the Quick Task panel by clicking the “+ Custom Task” button on the right side of the screen, alongside the “Recurring Tasks” button.
The Create Custom Task layout is on the Detailed Task feature by default. You can click the button to enable Quick Task.
This Quick Task toggle feature can keep the process streamlined and organised. Fill out the required fields according to your task.
Task Name
Enter a clear task name and brief description to define the scope of work.
Status
Select the task status (e.g., Started, In Progress, Completed, or custom stages).
Priority
Decide the priority based on the task urgency, such as high, medium, or low.
Internal Deadline
Provide the date of the internal deadline or the task’s submission.
Assignees
You can assign the task to yourself, team members or an entire team.
Set Deadlines Without Missing Compliance
Deadlines define the efficiency and professionalism of your accounting work. Remindoo helps set internal deadlines while creating quick tasks. Each task is tracked properly and provides visibility over your deadlines, overdue work and task status across clients.
Assign the Right Team Instantly
When you create a task, you can assign either one or multiple team members immediately. Each assignee can view and manage their responsibilities directly from the dashboard. This ensures:
- Proper accountability
- Transparent workload distribution
- Visibility of real-time progress
Your partners, managers and staff can operate with shared clarity.
Turn a Single Task Into a Complete Workflow
Once created, you can expand Quick Task into a structured workflow. From the dashboard, you can select the task and add subtasks.
- In the “Create a Subtask for” section, add the subtask’s title.
- After that, select the required deadline.
- Set the estimated time for that subtask (hours and minutes).
- Add the required steps to complete the subtask.
- Finally, click the “Save” button to complete creating the subtask.
Quick Task Creation for Faster Accounting Workflows
Create and assign accounting tasks instantly with Remindoo’s quick task creation feature. Reduce manual setup time, standardise workflows, and help your team stay organised, accountable, and focused on meeting client deadlines efficiently.
Task Management
Complete task management solution with automation and team collaboration.
Quick Task Creation
Create tasks instantly with minimal input, keeping your workflow fast and efficient.
Detailed Task Creation
Add priorities, assignees, and deadlines to build fully detailed and structured tasks.
Recurring Task
Automate repeating jobs by setting flexible recurrence schedules for ongoing tasks.
Global Search
Quickly locate any task, client, or deadline across the entire system.
Customise Task Page View
Adjust layouts and views to fit personal preferences or team workflows.
Strong Filters
Narrow results by tags, deadlines, assignees, or status to stay organised.
Task Card
See all essential task information at a glance in card format.
Task Details View
Expand tasks for complete information, attachments, subtasks, and notes in one place.
View Sub Tasks
Break tasks into smaller subtasks, making progress easier to track and manage.
Add Sub Task
Add subtasks directly within a task to break down work more effectively.
Complete Checklist from Tasks
Use built-in checklists to ensure every step of a task is completed.
Comments
Collaborate effectively with threaded discussions and updates directly inside tasks.
Tag Colleagues
Mention teammates in tasks to notify, involve, and assign responsibilities quickly.
Time Recording
Log hours spent on tasks to track productivity and project profitability.
Edit/Delete Task
Update details or delete tasks easily while keeping workflow clean and accurate.
View Completed & Archived Tasks
Access history anytime by reviewing completed and archived task records.
Task Timeline
Visualise tasks in chronological order for better planning and scheduling.
Assign & Reassign Tasks
Allocate responsibilities or reassign tasks instantly when team roles change.
Bulk Reassign
Reallocate multiple tasks at once to streamline workload management.
Snooze Tasks
Postpone non-urgent tasks while keeping them visible for future follow-up.
Bulk Snooze
Delay multiple tasks together without losing their visibility or context.
Manage Internal & External Deadlines
Track both client deadlines and internal timelines in one place.
Bulk Delete
Remove multiple tasks at once, saving time and keeping task lists organised.
Bulk Archive
Archive several completed tasks in one action for easy record-keeping.
Bulk Add Sub Task
Create subtasks across multiple tasks simultaneously to streamline repetitive workflows.
Client Management
Comprehensive client relationship management with automated workflows.
Client Journey
Track the full client lifecycle from onboarding to ongoing services in one place.
Client Onboarding
Simplify client setup with structured steps, service selection, and task automation.
Companies House Sync
Automatically fetch company details and filing deadlines directly from Companies House.
Manual AML
Record and store Anti-Money Laundering checks manually when required.
Centralised Client Information
Store all client details, services, documents, and notes in one profile.
Client Card
Quickly view essential client information at a glance without opening full profile.
Client Timeline
View chronological history of tasks, services, and communications for every client.
Client Notes
Add and update notes to capture important details and conversations.
Column Visibility
Customise your screen by showing or hiding columns that matter most.
Strong Filters
Filter clients by type, deadlines, services, or status for faster navigation.
Global Search
Instantly find any client, contact, or record across the database.
Date & Other Sorting
Sort clients by deadlines, onboarding date, or custom fields with ease.
Manage Deadline
View and update all client deadlines in one centralised dashboard.
Review Related Clients
Connect and review relationships between group companies or associated clients.
Review Tasks
Access all client-linked tasks for monitoring progress and ensuring timely delivery.
Add Client Manager
Assign a dedicated manager to oversee and maintain client relationships.
Add Services Manager
Allocate service-specific managers for more effective responsibility tracking.
Add Assignees
Assign individual team members to handle specific client tasks and services.
Add/Delete Multiple Services
Add or remove multiple client services in a single action.
Add Multiple Contacts
Save different client representatives under one company profile.
Add Multiple Phone Numbers and Emails
Store multiple contact details for quick communication access.
Review Total Fee
Instantly view the client's overall billing and fee details.
View Total Hours
Check total hours spent on client work for productivity and profitability tracking.
View Hours Allocated vs Hours Available
Compare workload capacity against actual assigned hours per client.
Send Newsletter
Email newsletters or bulk updates directly to selected client groups.
Create Task from Client
Instantly create and link a task directly from a client profile.
Bulk Sync with Companies House
Update multiple client records at once with fresh Companies House data.
Bulk Delete
Remove multiple clients in one step for easy database management.
Bulk Archive
Archive several inactive client records in a single action.
Dashboard & Analytics
Real-time insights and comprehensive analytics for your practice.
Engagement and Collaboration
Active, inactive, archived, and new onboarded this month.
Client Growth Trend
Clients onboarded vs clients left, with summary and dates.
Work and Utilisation
Pending, overdue, due soon (30 days), due in 3 months, due in 6 months, and on hold.
Clients by Type
Clients by Type section provides a detailed breakdown of your portfolio by client category, helping you understand service concentration and revenue contribution
Client Summary
Total hours available vs assigned hours vs remaining hours.
Employee Reporting
Time logged daily, weekly, monthly by each user.
Service Time Analysis by Employee
Service Time Analysis by Employee provides a detailed breakdown of time allocation across services and team members.
Full Visibility Across Every Service Line
Service Deadline Summary provides a structured, service level overview of workload, client volume and compliance exposure.
Employee Task Breakdown
Employee Task Breakdown provides a structured, employee level view of workload distribution, deadline exposure and task status.
Services & Workflow Automation
Automate repetitive tasks and streamline your service delivery.
Service Templates
Service Templates in Remindoo allows firms to create structured, reusable service frameworks that standardise delivery, improve efficiency, and reduce manual setup work.
Flexible Settings
Flexible Settings allows firms to configure recurring services based on custom frequencies and operational timelines.
Task & Subtask Templates
Task & Subtask Templates feature allows firms to standardise every stage of work delivery through structured operational checklists.
Estimated Time Allocation
Estimated Time Allocation helps firms forecast operational capacity using predefined service durations.
Automated Reminders
Automated Reminders ensures that critical follow-ups and obligations are always communicated on time.
Trigger Date
Link a trigger date to custom fields for automated scheduling and reminders.
Add Custom Fields and Data Tokens
Add extra data points like Year End Date or VAT Quarter End.
Team & Communication
Collaborate effectively with your team and clients.
Create Team & Select Team Lead
Build teams, assign leaders, and view them in groups.
Add/Invite New Users
Invite unlimited users to the system with simple onboarding.
Create Email Templates
Build unlimited reusable email templates for tasks, reminders, and client communication.
Setup Employee Roles & Permissions
Define user roles and control access with detailed permission settings.
Send Emails from Your Domain
Connect your domain to send branded, professional emails directly.
Create Tokens
Generate dynamic tokens for tasks and emails to personalise communication automatically.
See Notifications
Receive real-time system notifications and mark them as read when actioned.
Create Your Own Profile
Personalise your profile with details, profile picture, and preferences.
Leads Management
Capture, nurture, and convert leads effectively.
Create a Form
Build forms, embed on your website, and capture leads directly in CRM.
Custom Lead Fields
Create fully customised fields within the Leads module, ensuring you collect the exact information your firm requires from the very first enquiry.
Round-Robin Lead Assignment
Round-Robin Selection feature ensures incoming leads are automatically assigned to selected team members in a structured and balanced manner.
Leads Overview
Leads Overview gives you a structured, real-time view of all enquiries in one place
Lead Status
Manage lead progress with custom statuses to reflect sales journey.
Lead Pipeline
Visualise leads in a pipeline view for clearer conversion tracking.
Lead Source
Record and monitor where each lead originated from for reporting.
Unlimited Leads
Add and manage unlimited leads without restrictions.
Multiple Assignees
Assign more than one user to manage a lead collaboratively.
Strong Filter
Filter leads by source, status, assignee, or other key criteria.
Global Search
Instantly find any lead using powerful global search.
Proposals & Engagements
Create professional proposals and manage client engagements.
Create Templates
Build reusable templates for proposals, saving time and ensuring consistency.
Create Products & Services
Add services or products into a catalog for easy proposal building.
Add in Categories
Organise services into categories for quicker selection.
Send LOE via Email
Deliver Letters of Engagement directly via email from the system.
Get E-Signature
Collect secure electronic signatures on proposals for faster approvals.
Import Lead & Proposal History
Bring in past records to keep your sales data centralised.
Strong Filter
Filter proposals by status, assignee, category, or date range.
Global Search
Quickly find any proposal or document using system-wide search.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Quick Task Creation for Accounting Teams
Remindoo Quick Task Creation enables fast, structured, and consistent task setup to keep your firm organised, accountable, and on track with deadlines.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management system designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track VAT, Corporation Tax, PAYE, and Self Assessment Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines, and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Create tasks quickly and consistently with Remindoo. Assign responsibilities, maintain visibility, and ensure deadlines are never missed. Start using Remindoo to simplify task management for your accounting firm.