Reassign Client Work in Seconds
Hand client work to another team or colleague from inside the task. No email chains, no lost context and a clear new owner straight away.
Move a job to another colleague or team from inside the task itself, with the full history intact.
Reassigning in Remindoo moves one client task to a new owner. Open the task, choose Reassign Task from the action menu, pick the new team or person and save. The job keeps its comments, checklist, subtasks, timeline and recorded time, so nothing is rebuilt.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA , Founder of Remindoo and Managing Director of Accotax
Key facts
- Reassign Task sits in the task action menu
- Move a job to an individual or to a whole team
- Comments, checklist, subtasks and timeline travel with the task
- No duplicate job is created during a handover
- Reassigning is for one task; bulk assign covers many at once
- The new owner sees the work on their list straight away
Who it's for
Practice owners
See where the firm's compliance work actually stands, without asking.
Practice managers
Plan the week from real workload rather than a sorted spreadsheet.
Team leads
Keep preparers and reviewers on the same job with the same checklist.
Bookkeepers
Work a clear list of client jobs with deadlines and steps already set.
Reassign tasks for accountants, bookkeepers and tax professionals
Staff go on leave, clients change hands, and a review sometimes needs a different pair of eyes. Reassigning a task in Remindoo moves the work and its full history — comments, subtasks, recorded time and deadlines — to the new owner without creating a duplicate job.
That matters during busy season, when a partner needs to rebalance a list in minutes rather than rebuild it. The receiving accountant or bookkeeper sees the whole context of what has already been done, so the client never notices the handover.
Reassignment is also the practical answer to staff turnover: when someone leaves, their list is redistributed in one sitting instead of being reconstructed from an inbox.
The problem
- Handovers lose context and work is repeated
- Absence leaves jobs stranded with nobody watching the deadline
- Rebalancing a busy-season list takes an afternoon
- Departing staff take undocumented work with them
What changes with Remindoo
- Work moves owner with its history intact
- Cover for holiday and sickness takes seconds to arrange
- Partners can rebalance workloads as capacity changes
- No duplicate jobs are created during a handover
Why it matters
Clean handovers
Holiday, sickness or a review: the job moves, the history stays.
No screen hopping
Reassign from the task you already have open.
Person or team
Move the job to a named colleague or to a whole team.
How to use reassign tasks in Remindoo
Find the task
Open the job that is changing hands.
Choose Reassign Task
Reassign Task sits in the task action menu.
Pick the new team or person
Choose who the work is moving to.
Save the handover
Save, and the new owner picks it up straight away.
Why it matters for UK accountancy practices
Handovers are unavoidable in a UK practice. Someone is on leave the week a VAT return under Making Tax Digital is due, a reviewer is needed on a set of year-end accounts before the Companies House filing, or a portfolio moves between managers mid-year.
What turns a handover into a problem is lost context. If the history lives in a personal inbox, the next accountant starts again — and the client is asked for records they already sent. Moving the task itself keeps the conversation, the checklist and the recorded time with the work.
The same applies when staff leave. A departing colleague's list can be redistributed from the system rather than reconstructed from their email, which is what keeps Self Assessment season on track when the team changes shape in December.
Remindoo vs spreadsheets and email
Watch the interactive demo
Click through reassign tasks in a live product walkthrough.
Frequently asked questions
Find the task, open the action menu and choose Reassign Task. Pick the new team or person and save. The handover is done in seconds, with no email chain and no duplicate job created alongside the original.
No. The task keeps its comments, checklist, subtasks, timeline and recorded time, so the new owner picks up the work with full context. That is what makes cover for holiday or sickness practical rather than disruptive.
Yes. When you choose Reassign Task you can select a team or an individual, so a job can move to a whole pod — for example personal tax — instead of a single colleague.
No. Reassign moves one open task to a new owner from inside the task. Bulk assign selects many tasks in the list and gives them all an owner in one action, which suits portfolio moves and busy-season rebalancing.
Their open jobs can be reassigned individually from each task, or in a batch using bulk assign. Either way the work, its history and its deadlines stay in the system rather than leaving with an inbox.
Not usually. Because the comments, checklist and recorded time travel with the task, the new owner can see what has already been said and done before contacting the client.
Who this is for
- Firms covering annual leave and sickness during busy season
- Practices reshuffling client portfolios between managers
- Teams onboarding new accountants onto existing client work
People also search for
- hand over client work
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Remindoo is practice management software for accounting firms, bookkeepers and tax professionals. Explore task management software for accountants or see pricing with unlimited users .
Related task features
Bulk Assign Tasks to Staff and Teams
Allocate a whole batch of jobs to one owner or team in a single save.
Subtasks and Checklists for Accounting Work
Split large jobs into subtasks with deadlines, estimates and checklists.
The Task Card: Comments, Checklists and Timeline
Comments, replies, checklists and a full audit timeline in one place.
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.
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 Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of 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.”
