Add Assignees
Assign team members or teams to client tasks with Remindoo Add Assignees feature for better accountability, collaboration.
How to do it in Remindoo
- Open the leads list.
- Review lead rows and assignees.
- Open round-robin assignment settings.
- Review the assignment configuration shown.
2. Use clear pipeline stages
Status tabs such as New Lead, In-Progress, Wants to talk to an accountant, Not Responding, Converted to Client, Archived, Cold Lead and Warm Lead let you jump straight to the leads in each stage. Each row shows who owns the lead, how it arrived and where it sits in your pipeline.
3. Give every lead an owner
Choose which employees take part in round-robin assignment. New leads are distributed between them automatically; everyone else is excluded.
Loved by 100+ accountants and bookkeepers.
The Add Assignees feature in Remindoo allows accounting firms to assign individual team members or entire teams to specific client tasks or services. This ensures clear accountability, efficient task management, and smoother collaboration.
Task-Level Ownership
Firms can allocate responsibility for individual tasks or services to specific team members. Each assignee becomes the primary point of action for the task, ensuring it is completed on time and to the required standard.
Tasks can also be assigned to entire teams, enabling collaborative handling of more complex services.
Flexible Assignment Options
With Add Assignees, you can:
- Assign a task or service to yourself for direct oversight
- Assign it to a specific team member for targeted responsibility
- Assign it to an entire team when multiple members need to contribute
This flexibility ensures that workload is distributed effectively while maintaining clear accountability.
Clear Ownership and Accountability
By assigning assignees, every task or service has a defined owner. This eliminates ambiguity and ensures:
- Tasks are tracked effectively
- Deadlines are met consistently
- Accountability is visible across the firm
Improved Team Coordination
With dedicated assignees:
- Team members know exactly which tasks they are responsible for
- Managers can oversee task progress for both individuals and teams
- Collaboration and handoffs between team members become smoother
This structure leads to faster service delivery and reduced errors, improving client satisfaction.
Accessible from the Clients Menu
The feature is integrated directly within the Clients menu, allowing assignees to be added or updated quickly without navigating away from the client record.
The Add Assignees feature ensures that every client task and service is assigned to the right person or team, creating transparency, accountability, and efficient workflow management within your firm.
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
Add Assignees for Clear Task Ownership
Remindoo allows you to assign individual team members or full teams to client tasks, ensuring accountability, efficient task management, and smooth collaboration.
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
With Remindoo Add Assignees feature, assign tasks or entire services to individual team members or teams. Ensure clarity, streamline workflows, and improve collaboration across your accounting firm.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
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.”
