Remindoo feature
Real-time notifications for accountants for Accountants
Real-time notifications for accountants in Remindoo helps UK accountancy teams standardise work, keep client context close and move deadlines forward with fewer manual checks. It connects to the wider practice workflow so owners, dates and next actions stay visible.
How to do it in Remindoo
- Open Notification Management.
- Choose the task or checklist event.
- Review the in-app and email toggles for that event.
In-app and email, per event
Turn notifications on or off per event — task assigned, updated or deleted, subtask assigned, checklist updated or submitted — for in-app and email.
How does it work?
Create the rule
Keep the process clear for partners, managers and the delivery team.
Apply it to client work
Keep the process clear for partners, managers and the delivery team.
Review progress
Keep the process clear for partners, managers and the delivery team.
Frequently asked questions
Real-time notifications for accountants is a Remindoo feature for organising accountancy work with clear owners, statuses and client context.
Yes. Remindoo is built around UK practice terms, deadlines and workflows including VAT, CS01, CT600, payroll and CIS.
Yes. Remindoo connects feature workflows to client services and repeat tasks.
Loved by 100+ accountants and bookkeepers.
Staying informed is essential for smooth team coordination. The See Notifications feature in Remindoo ensures that every important update, mention, or task-related activity reaches the right person in real time without relying on external messaging apps or emails.
Accessible directly from the notification bell in the toolbar, this feature centralises all system alerts in one organised space.
Real-Time System Alerts
Remindoo instantly notifies you whenever something relevant happens, such as:
- You are mentioned in a comment
- You are tagged in a task
- A task is assigned to you
- A deadline is updated
- A workflow action requires your attention
This eliminates delays and ensures no critical update goes unnoticed.
Personalised Notification Feed
Notifications are user-specific. You only see updates that directly relate to you, including:
- Assigned responsibilities
- Direct mentions
- Team-related updates
- Role-based alerts
This keeps your feed focused and prevents unnecessary information overload.
Organised Notification Categories
To improve clarity and tracking, notifications are grouped into categories:
- All : View the complete activity history
- Unread : Quickly identify pending updates
- Read : Review previously checked notifications
This structured view helps users prioritise actions efficiently.
Mark as Read Functionality
Once an item has been reviewed or actioned, it can be marked as read. This allows you to:
- Keep your notification panel clean
- Track pending vs completed updates
- Maintain personal task awareness
- Reduce clutter
It functions as a lightweight accountability tracker within your daily workflow.
Centralised Activity Awareness
Instead of switching between email, chat apps, and task boards, Remindoo centralises communication-related alerts within the platform itself. This creates:
- Faster response times
- Improved collaboration
- Clear communication trails
- Reduced dependency on external tools
Improved Team Coordination
With real-time alerts for mentions and task tagging, team members can:
- Respond quickly to queries
- Address blockers immediately
- Stay aligned on shared responsibilities
- Maintain transparency across departments
This strengthens internal communication without adding complexity.
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Real-Time Notifications for Accounting Teams
Receive instant alerts for task updates, mentions, and system activity in one centralised notification panel to keep your team informed and coordinated.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software 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
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The Companies House integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeper @ Bean Counter
Stay informed with real-time notifications for mentions, task updates, and system alerts. Remindoo keeps your accounting team aligned without relying on external emails or messaging apps.
Every deadline. Every client. One system.
60-day free trial + free data migration + a free onboarding call
We move your clients, contacts, services and deadlines across for you, then walk your team through setup.
See it in action
Why consistent client communication matters
Much of an accountant's week goes on chasing records and answering the same questions. Standard messages and timely reminders cut that chasing down.
Records arrive sooner
Reminders sent well before a deadline give clients time to send what you need.
Professional and consistent
Templates keep tone, content and deadlines accurate, whoever sends the email.
Less manual work
Tokens merge client details into messages, so one template works for every client.
A clear audit trail
Sent messages recorded on the client timeline show what was asked for and when.
Practical tips from UK practice
- Send the first records request at least six weeks before the internal deadline.
- Keep reminder emails short, with one clear action and a date.
- Review templates each tax year so dates and rules stay current.
- Use bulk emails for practice-wide updates such as new rules or office closures.
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.”
