View Hours Allocated vs Hours Available
Compare allocated hours with available capacity in Remindoo. Balance team workloads, improve planning, and maintain profitability across your accounting firm.
How to do it in Remindoo
- Open Capacity Planning.
- Find the employee in the workload grid.
- Compare available, allocated and free hours.
- Review utilisation and task progress.
Workload planning grid for every employee
The Workload & status planning grid lists each employee with their department, team, number of tasks and progress split into active, waiting and closed work. Hours available, hours allocated, free time and utilisation sit alongside, so you can spot who is overloaded and who has capacity. Filter by employee, department, status or progress, choose columns and export to CSV.
Loved by 100+ accountants and bookkeepers.
The View Hours Allocated vs Hours Available feature in Remindoo allows accounting firms to compare workload capacity against actual assigned hours for each client. This helps maintain balanced workloads, protect profitability, and improve operational planning.
Task-Based Hour Allocation
Hours are tracked through tasks created within the Client section . When you create tasks for a specific client:
- Each task is directly linked to that client
- Time can be allocated to the task
- Team members can log hours using the timer
- Subtasks can also contribute to total time usage
This structured task-to-client linking ensures all allocated hours are accurately recorded.
Clear Allocation vs Availability Comparison
Remindoo then provides visibility into:
- Hours Allocated : Time assigned and recorded through client-linked tasks
- Hours Available : The total capacity or agreed time allowance for that client
This side-by-side comparison helps firms instantly identify whether a client is within scope or exceeding allocated time.
Prevent Scope Creep
By monitoring allocated hours against available capacity, firms can:
- Detect over-servicing early
- Identify clients exceeding the agreed time
- Prevent unbilled work accumulation
- Initiate pricing reviews when necessary
This protects both workload balance and firm profitability.
Better Resource Planning
Managers can use this insight to:
- Reallocate tasks across team members
- Adjust client service levels
- Plan staffing requirements
- Optimise overall capacity management
This ensures workloads remain sustainable and evenly distributed.
Data-Driven Profitability Control
When combined with fee tracking, this feature enables firms to measure real profitability per client by comparing actual time investment against agreed service capacity.
The View Hours Allocated vs Hours Available feature provides clear visibility into client workload consumption, ensuring better control, smarter planning, and stronger financial performance within Remindoo.
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
Workload Capacity Tracking for Accounting Teams
Compare allocated hours against available capacity to balance workloads, improve resource planning, and maintain profitability across your accounting firm.
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
Compare allocated hours with available capacity in Remindoo to manage workloads effectively, protect profitability, and plan resources with confidence.
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.”
