Tasks
The Task List: Every Job, Owner and Deadline in One Place
The task list is where the practice's work lives. Status tabs at the top show counts for All, Not started, In-Progress, Awaiting Feedback, Complete, Archived and Snooze.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
For a practice handling hundreds of year end accounts, Self Assessment returns and ad-hoc jobs, the task list is the control panel. Each row combines the details a manager needs to make decisions: who is assigned, which partner and managers are responsible, the job's priority, how far it has progressed, which client it belongs to and the client type, such as Self-Employed or Private Limited Company. Colour-coded external deadlines make overdue and approaching dates stand out, so a 31 January Self Assessment deadline or a September accounts filing date never hides in the noise. Scroll further and you see whether the work is billable, which service it belongs to (for example Personal Tax Return - SATR or Accounts - Year End + CT600), and tags such as SATR, YE Accounts or Practice Ops that group related work. Timeline and comment icons sit on every row, so you can check history without leaving the list. Click a task name for a quick view of service, client, type, priority, dates and status, with action buttons to reassign, snooze, archive, add a subtask or run AI Task Analysis.
One table for all work
Each row shows a timer, task name, assignees, partner, managers and creation date, with Custom Task, Recurring Tasks, Show Kanban View, column visibility and filter buttons above.
What you can see
- Status tabs: All, Not started, In-Progress, Awaiting Feedback, Complete, Archived, Snooze.
- Search Tasks Here box, plus Custom Task, Recurring Tasks and Show Kanban View buttons.
- Timer column with a timer for each task.
- Name, Assignees, Partner and Managers columns with team avatars.
- Creation Date column with sort arrows, and column visibility and filter icons.
Why it matters: Ownership is visible on every row, so responsibility for each client job is never in doubt.
Priority, progress and two deadlines
Scroll right for status, progress status (e.g. Info Requested), priority, a progress bar, client name, type, and colour-coded external and internal deadlines.
What you can see
- Priority labels such as High and Medium.
- Progress bar with a percentage for each task.
- Client Name linked to the client record (for example Daniel Hartley).
- Type column, such as Self-Employed, Private Limited Company, D-SATR or Custom.
- External Deadline dates highlighted by colour, for example 31-01-2027 and 16-09-2026.
Why it matters: Priority, progress and deadline side by side show which jobs need attention first.
Billable, service, timeline, comments and tags
See whether a job is billable, which service it belongs to, and open its timeline or comments straight from the row. Tags such as SATR or YE Accounts group related work.
Quick view and actions
Click a task to see its service, client, type, priority, dates and status, with buttons to view subtasks, edit, reassign, archive, snooze, add a subtask, run AI Task Analysis, view the timeline or delete.
What you can see
- Task title, for example Daniel Hartley Personal Tax Return Period Ended - 05/04/2026.
- Task, Comments and Email Logs tabs.
- Service, Client, Type, Priority, Date of creation, Internal Deadline, External Deadline and Status.
- View Subtasks, Edit Task, Reassign Task, Archive Task and Snooze Task buttons.
- Add Subtask, AI Task Analysis and View Timeline buttons.
Why it matters: Most day-to-day actions on a job take one click from the list.
Frequently asked questions
What is task management software for accountants?
Software that turns each client service into a job with owners, deadlines, subtasks and time tracking, so the practice can see what is due, who is doing it and what is at risk. In Remindoo this is the Tasks module.
Can I see which tasks are billable in the task list?
Yes. The Billable column shows a tick for billable tasks and a cross for non-billable ones, alongside the linked service.
What does the task quick view show?
Service, client, type, priority, creation date, internal and external deadlines and status, plus buttons to edit, reassign, archive, snooze, add a subtask, run AI Task Analysis, view the timeline or delete.
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.”
