Remindoo feature
Set up roles and permissions for Accountants
Set up roles and permissions 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 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
Set up roles and permissions 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.
As accounting firms grow, controlling who can access, edit, or manage specific areas of the system becomes critical. The Setup Employee Roles & Permissions feature in Remindoo allows you to define structured user roles and configure detailed access controls to ensure security, accountability, and operational clarity.
Instead of giving every user full access, this feature enables role-based governance tailored to your firm’s hierarchy and responsibilities.
Custom Role Creation
Remindoo allows you to create unlimited custom roles based on your organisational structure. For example:
- Admin
- Partner
- Manager
- Senior Accountant
- Junior Accountant
- Payroll Executive
- Viewer / Read-only Staff
Each role can be tailored according to your firm’s internal workflow and reporting structure.
Granular Permission Controls
The system provides detailed permission settings through simple toggle controls. This enables you to define precisely:
- Who can create tasks
- Who can edit or delete records
- Who can manage clients
- Who can view financial data
- Who can access settings
- Who can assign or manage teams
This level of granularity ensures that users have access only to what is relevant to their responsibilities.
Role-Based Access Management (RBAC)
By assigning permissions to roles instead of individuals, Remindoo simplifies long-term access control. Benefits include:
- Faster onboarding of new employees
- Consistent access levels across similar positions
- Reduced administrative overhead
- Lower risk of permission errors
Once a role is defined, any employee assigned to it automatically inherits the configured permissions.
Member Assignment to Roles
Each role can have multiple members assigned to it. This allows:
- Structured hierarchy management
- Clear visibility of role distribution
- Easier supervision and reporting
- Defined accountability within departments
It eliminates confusion about who holds what authority inside the system.
Security & Data Protection
Permission-based access strengthens internal data security by:
- Restricting sensitive financial data
- Preventing unauthorised system changes
- Protecting client information
- Reducing accidental data modification
This is particularly important for accounting firms handling confidential client records and compliance-sensitive data.
Scalable Governance Structure
As your firm grows, you can:
- Add new roles for emerging departments
- Adjust permission settings without system disruption
- Modify access levels based on promotions or restructuring
- Instantly apply changes across assigned users
This ensures your governance structure evolves alongside your business.
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
Role-Based Access Control for Accounting Teams
Remindoo lets you assign roles and configure permissions, giving your firm complete control over who can view, edit, or manage system areas.
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
Define employee roles, set permissions, and control access across your accounting firm with Remindoo to ensure security, accountability, and structured workflows.
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
See it in action
More walkthroughs
Why knowing what each employee is working on matters
In a growing practice, the partner can no longer hold every job in their head. Clear ownership and visible workload are what stop deadlines slipping when someone is on leave, busy or new.
Clear ownership
Every client and task has a named person, so nothing sits unassigned and clients get consistent answers.
Balanced workload
Seeing tasks per person helps managers move work before one person is overloaded and another is waiting.
Cover for absence
When work, notes and history live in one system, a colleague can pick up a job without starting from scratch.
Controlled access
Roles and permissions keep sensitive client and AML data visible only to people who need it.
Practical tips from UK practice
- Group people into teams around services or client portfolios, and name a Team Lead for each.
- Review the employee task breakdown weekly, not only when a deadline is missed.
- Give new starters a limited role first, then widen access as they are trained.
- Use bulk reassignment when someone leaves or goes on holiday, rather than moving tasks one by one.
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.”
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