Tasks
Kanban Board for Accountants
Switch to Kanban to see the flow of work by status. Cards can be dragged between columns.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Tables are good for detail, but a board shows flow. Remindoo's Kanban view arranges tasks into Not started, In-Progress, Awaiting Feedback and Complete columns, each with a count, so a manager can see straight away whether work is stuck waiting on clients or moving towards completion. Each card shows the task name, its progress status (for example Info Requested or Info Received), the partner and managers, tags such as YE Accounts, Year End or SATR, and the assignees. Cards can be dragged between columns. You decide what else the cards show. Open the settings to customise them: Name, Assignees, Progress Status and Tag are always shown, and you can add up to six more fields such as Billable, Client Name, Creation Date, External Deadline and Internal Deadline. With client and both deadlines on the card, a partner reviewing the board ahead of the January Self Assessment peak or a busy accounts season sees which client each job is for and how close the internal and statutory dates are, without opening a single task. Show Table View switches back to the full columns.
Work by status
Columns for Not started, In-Progress, Awaiting Feedback and Complete, each with a count. Cards show progress status, partner, managers, tags and assignees.
What you can see
- Not started, In-Progress, Awaiting Feedback and Complete columns with counts.
- Cards such as Year-end accounts prep FY26 and Team Review.
- Progress Status on each card, for example Info Requested.
- Partner, Managers and Tags fields.
- "Drop tasks here" area in an empty column.
Why it matters: Bottlenecks such as jobs waiting for client information are visible across the whole practice.
Customise the cards
Name, assignees, progress status and tags are always shown. Add up to six more fields such as billable, client name, creation date and internal or external deadline.
What you can see
- Customise card panel: "Select which fields to show on the Kanban cards."
- Assignees, Name, Progress Status and Tag marked REQUIRED.
- Optional fields: Billable, Client Name, Creation Date, External Deadline, Internal Deadline.
- Search fields box.
- Selected counter out of 6, with Cancel and Save Changes.
Why it matters: Each practice can show the fields that matter most to how it manages work.
Cards with client and deadlines
Each card now shows the client and both deadlines at a glance.
What you can see
- Client name on each card, such as Kestrel Logistics Ltd and Daniel Hartley.
- Internal Deadline, for example 30-10-2026.
- External Deadline, for example 30-11-2026 or 31-01-2027.
- Progress Status, Partner, Managers and Tags still shown.
Why it matters: Client and both deadlines on the card help a partner judge urgency without opening the task.
Frequently asked questions
Is there a Kanban view?
Yes. Switch between table and Kanban with one click and choose which fields appear on the cards.
Which fields are always shown on Kanban cards?
Name, Assignees, Progress Status and Tag are mandatory. You can add up to six optional fields such as Client Name and Internal or External Deadline.
Can I move tasks between columns on the board?
Yes. Cards can be dragged between the status columns.
Continue the Tasks guide
See task management in Remindoo
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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.”
