Task management
Task Details and Activity Timeline for Accountants
Everything about a piece of work should be in one place. The Remindoo task detail view brings the task's information, discussion and history together, and task cards show the key facts at a glance in the list.
Built for UK accountants, bookkeepers and growing accountancy practices.
Task cards at a glance
Each task card shows key information such as the client, assignee, status and deadline, so you can scan the list without opening every task.
One workspace for the task
- Client and service
- Assignees, priority and tags
- Internal and external deadlines
- Subtasks and checklist
- Comments and time recorded
Activity timeline
A chronological timeline records activity on the task, so anyone picking it up can see what has happened and when, useful for handovers and reviews.
Example: covering a colleague's year-end accounts
- A senior opens the task while a colleague is on leave.
- The timeline shows the checklist was prepared and a query was raised with the client.
- They reply in the comments and carry on without a handover call.
Illustrative example, adapt it to your own practice's process.
Frequently asked questions
What does the activity timeline show?
A chronological record of activity on the task, such as changes and comments, so the history is easy to follow.
Can clients see the task timeline?
The task timeline is for your team. Clients see only what you share with them through the client portal.
See Remindoo's task management in action
Book a Demo to see how Remindoo organises client work, deadlines and reviews for UK accountancy teams.
Book a personalised demonstration based on your firm’s own process.
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.”
