Review Related Clients
Review associated clients, trusts, and companies to detect risks early and maintain structured, compliant client relationships.
Loved by 100+ accountants and bookkeepers.
The Review Related Clients feature in Remindoo allows accounting firms to connect and review relationships between group companies, trusts, and associated individuals. This ensures full transparency across your client base while helping you identify ethical risks and conflicts of interest early.
Unified View of Connected Entities
Remindoo enables firms to manage all related entities under a structured relationship view. This includes:
- Group companies
- Directors and shareholders
- Trusts
- Associated individuals
- Linked business entities
This consolidated visibility helps firms understand complex client structures at a glance.
Automatic Overlap Alerts
Remindoo automatically alerts you when a new client or engagement overlaps with an existing relationship.
This allows firms to:
- Identify potential ethical conflicts early
- Pause engagements when necessary
- Maintain independence and compliance
- Protect firm integrity
This proactive approach reduces compliance risks and strengthens governance practices.
Easy Access from Client Profile
To review or add related clients:
- Go to the Client module
- Select the desired client
- Click Go to Client Profile
- Navigate to Client Information
- At the top of this section, click View Related Clients
A modal titled “Related Clients of [Client Name]” will open, where you can view and manage relationships.
Simple Related Client Addition
To add related clients:
- Click the pencil icon
- Use the search bar to find related clients by name
- Tick the box in front of the selected client(s)
- Click Save Selected
- Close the modal
This intuitive process ensures relationships can be updated quickly and accurately.
Improved Transparency and Risk Management
By connecting related clients within Remindoo, firms can:
- Maintain a clear relationship structure
- Detect cross-entity conflicts
- Strengthen ethical compliance
- Improve internal awareness of client networks
- Enhance decision-making during new engagements
The Review Related Clients feature provides complete visibility across connected entities, helping your firm maintain compliance, transparency, and structured client relationship management within Remindoo.
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
Review Related Clients and Identify Connections
Easily review relationships between group companies, trusts, and individuals to maintain transparency and detect potential conflicts of interest across your client base.
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
Identify connections between related clients, group companies, and trusts in one place. Maintain transparency and detect potential conflicts of interest early with Remindoo.
Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
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.”
