Settings
Billing, AML Balance and Subscription
View your AML balance and plan, top up, change plan, manage your subscription and review billing history.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Practice owners need to see what they are paying for without hunting for it. In Remindoo, the account menu in the top right shows your AML balance and current plan at a glance, with links to change plan, top up the balance, manage your subscription and view billing history.
The AML balance is shown as a pound amount labelled "AML Balance available". Keeping it topped up means checks are available when you onboard a new client, which supports your AML obligations and avoids delays at the point you most want a smooth start. Because the balance sits in the header on every page, staff and owners can see it while they work.
Plan details are just as visible. The plan name appears under the balance, with a button to change plan. Subscription and Billing History are a click away, which makes it simple to reconcile software costs, check invoices at month end or year end, and keep an eye on overheads.
For firms that track the cost of their tools carefully, this transparency is useful: there are no hidden settings pages to find and no need to contact support to see what you have been charged.
Balance and plan at a glance
See your AML balance and plan, change plan, top up balance, manage subscription and view billing history from the account menu.
What you can see
- Balance in pounds labelled AML Balance available
- Current plan name
- Button to change plan
- Top Up Balance
- Subscription
- Billing History
Why it matters: Your AML balance and plan are always visible, so you can top up or review costs in seconds.
Frequently asked questions
Can I control what each employee sees?
Yes. Roles set permissions per module (e.g. create/import clients, delete clients, view fee and hour aggregates) and whether a user sees All clients and tasks or Allocated Only.
Can Remindoo connect to HMRC?
Yes. Add HMRC agent authorisation accounts (including XML) and Tax Liability Agents for VAT, PAYE, SATR and CT600.
Can I enforce MFA?
Yes. Make multi-factor authentication mandatory for all employees.
Can staff connect an AI assistant like Claude or ChatGPT?
Yes, through MCP Access, which an admin can switch off for the whole practice and review per employee.
Where do I top up my AML balance?
Open the account menu in the top right and choose Top Up Balance.
Can I see past bills?
Yes. Billing History is in the same account menu, alongside Subscription.
Continue the Settings guide
See settings in Remindoo
Book a Demo to explore your firm's own process.
Book a personalised demonstration based on your firm’s own process.
Why organised billing matters for accounting firms
Late or missed invoices quietly damage cash flow. Linking billing to the services you have agreed with each client makes it easier to charge for all the work you deliver.
Healthier cash flow
Invoices raised on time, with a clear record of what is outstanding, reduce the time spent chasing payment.
Fewer missed charges
When fees are tied to agreed services, one-off extras and recurring work are less likely to be forgotten.
Fewer fee disputes
Clients who signed a proposal or engagement letter setting out the fee are less likely to challenge an invoice.
Better pricing decisions
Seeing what each client pays alongside the work involved shows where fees need reviewing.
Practical tips from UK practice
- Agree fees in a signed proposal or engagement letter before work starts.
- Keep your services catalogue up to date, so prices on new proposals are consistent.
- Review unpaid invoices every week, not only at month end.
- Review fees annually, and be ready to explain changes in scope.
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.”
