Remindoo feature
Work and utilisation for Accountants
Work and utilisation in Remindoo helps UK accountancy teams standardise work, keep client context close and move deadlines forward with fewer manual checks. It connects to the wider practice workflow so owners, dates and next actions stay visible.
How does it work?
Create the rule
Keep the process clear for partners, managers and the delivery team.
Apply it to client work
Keep the process clear for partners, managers and the delivery team.
Review progress
Keep the process clear for partners, managers and the delivery team.
Frequently asked questions
Work and utilisation is a Remindoo feature for organising accountancy work with clear owners, statuses and client context.
Yes. Remindoo is built around UK practice terms, deadlines and workflows including VAT, CS01, CT600, payroll and CIS.
Yes. Remindoo connects feature workflows to client services and repeat tasks.
Loved by 100+ accountants and bookkeepers.
The Work and Utilisation dashboard in Remindoo provides a detailed view of how your team is performing over a selected period. It combines task completion data, time tracking and deadline performance into one intelligent reporting view.
Designed specifically for UK accountancy firms managing statutory and internal deadlines.
Date Range Performance Reporting
Analyse performance between any selected dates.
- Filter by From Date and To Date
- Review weekly, monthly or custom periods
- Support structured management reporting
Ideal for internal reviews and partner level meetings.
On Time vs Late Task Completion
Visual performance tracking at a glance.
- See number of tasks completed on time
- See number of tasks completed late
- Monitor trends in deadline performance
This helps protect compliance standards and client relationships.
Capacity vs Hours Logged
Understand how effectively employee time is being used.
- View allocated capacity per employee
- Compare against actual hours logged
- Identify gaps in productivity
Provides clarity on whether workload distribution is realistic and balanced.
Idle Hours Tracking
Spot underutilised time before it becomes a cost issue.
- Monitor idle hours per employee
- Identify resource inefficiencies
- Reallocate tasks proactively
A key metric for improving firm profitability.
Utilisation Percentage
Clear measurement of productivity per team member.
- Automatic utilisation calculation
- Instant visibility of over capacity or under capacity staff
- Support better resourcing decisions
Essential for scaling firms without over hiring.
Tasks Completed Summary
Measure actual output, not just time.
- Track total tasks completed per employee
- Review individual contribution levels
- Compare output across departments
Encourages accountability and performance ownership.
Average Delay Monitoring
Identify where delays are occurring.
- Average delay for external deadlines
- Average delay for internal deadlines
- Measure workflow efficiency
Helps refine internal processes and improve turnaround times.
On Time Completion Score
Simple, measurable accountability.
- Clear record of on time task completion
- Encourages deadline discipline
- Strengthens compliance culture
Particularly important during VAT quarters, year end accounts season and Self Assessment peak periods.
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
Work and Utilisation Dashboard
Get a comprehensive view of team performance, task completion, and time utilisation to optimise workflows and meet deadlines efficiently.
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
Gain complete clarity on your team’s performance, task completion, and time utilisation. Start using Remindoo’s Work and Utilisation dashboard to optimise workflows and meet every deadline effortlessly.
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.
See it in action
More walkthroughs
Why recording time matters in an accountancy practice
Time is the main cost in every accounting firm. Without recorded time you are guessing whether a fixed fee is profitable, whether a client is taking more work than agreed, or whether a team member is overloaded.
Price services with evidence
Comparing recorded time with the fee for a year-end, VAT return or payroll run shows which clients and services are under-priced before renewal.
Spot scope creep early
When time on a client keeps rising, you can raise it with the client or send an updated proposal rather than absorbing the cost.
Plan capacity realistically
Estimated time against actual time tells managers how much work a person can really take in a busy January or accounts season.
Support fair reviews
Time linked to tasks and clients gives an objective view of workload, rather than relying on who seems busiest.
Practical tips from UK practice
- Start the timer on the task itself, so time is linked to the right client and service automatically.
- Set estimated hours in service templates, then compare them with recorded time each quarter.
- Review the most over-running services before you send renewal proposals or engagement letters.
- Agree as a team which work counts as client time and which is internal, so the numbers are comparable.
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.”
