Task management
Subtasks and Checklists for Accountancy Work
Year-end accounts, a VAT return or a new-client setup are rarely one step. Subtasks and checklists let you break the job into clear parts, so everyone can see what's done and what's left.
Built for UK accountants, bookkeepers and growing accountancy practices.
Subtasks
- Create named steps within a task
- Assign subtasks and give them their own dates
- Add the same subtasks to many tasks at once
- Reuse subtasks through task and subtask templates
Checklists
Tick off a procedure inside the task. Checklists can follow Prepared, Reviewed and Approved stages, and some checklist items can be sent to clients to complete.
- Build reusable checklist templates
- Track progress item by item
- Keep professional review with your team
Example: limited company year-end
- Subtasks: request records, bank reconciliation, draft accounts, CT600 preparation, partner review.
- The year-end checklist is prepared by the senior and reviewed by the manager.
- The partner approves once every item is ticked.
Illustrative example, adapt it to your own practice's process.
Frequently asked questions
Can I add subtasks to lots of tasks at once?
Yes. Remindoo supports adding subtasks to multiple tasks in bulk.
Can clients complete checklist items?
Yes, for checklist items you choose to send to clients. This doesn't replace your team's professional review.
See Remindoo's task management in action
Book a Demo to see how Remindoo organises client work, deadlines and reviews for UK accountancy teams.
Book a personalised demonstration based on your firm’s own process.
See it in action
Step-by-step guide
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.”
