Remindoo feature
Task and subtask templates for Accountants
Task and subtask templates 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
Task and subtask templates 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.
Accounting services rarely consist of a single action. The task and subtask templates feature allows firms to standardise every stage of work delivery through structured operational checklists.
Predefined Main Tasks
Each service template can contain predefined primary tasks that outline the major workflow stages.
For example:
- Prepare records
- Review calculations
- Submit filings
- Final client confirmation
This creates operational clarity across teams.
Structured Subtask Management
Main tasks can be broken down into smaller subtasks, allowing firms to define:
- Step-by-step processes
- Internal review stages
- Document collection requirements
- Approval checkpoints
This improves workflow visibility and accountability.
Consistency Across Staff
By standardising task structures, every employee follows the same approved process regardless of experience level.
This ensures:
- Consistent service quality
- Reduced operational variation
- Improved compliance accuracy
- Better internal process control
Faster Team Training
New employees can quickly understand workflows because tasks are already predefined and structured.
This significantly reduces:
- Training time
- Process confusion
- Dependency on verbal instructions
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
Task and Subtask Templates for Workflow Management
Create standardised task and subtask templates in Remindoo to break complex accounting work into clear, manageable steps. Ensure consistency across services, improve team accountability, and streamline execution for recurring tasks like VAT, payroll, and year-end accounts.
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
Add or remove multiple services at once in Remindoo to keep client profiles up-to-date, maintain flexibility, and ensure operational efficiency
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 recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
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.”
