Loved by 100+ accountants and bookkeepers.
Set up Employee Roles & Permissions
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.
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
Define employee roles, set permissions, and control access across your accounting firm with Remindoo to ensure security, accountability, and structured workflows.