Tax, HMRC & agent access
In short: Two advance instalments towards a Self Assessment liability, due 31 January and 31 July.
Where a Self Assessment liability exceeds a threshold and is not mostly collected at source, HMRC requires two payments on account, each half the previous year's liability.
They can be reduced where income has fallen, but a reduction that turns out to be too large attracts interest.
Clients budget for the return, not the instalments, so explaining them early prevents most January complaints.
General information for UK practices, not legal, tax or regulatory advice. Rules change — check current GOV.UK guidance and your professional body before acting.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
Late or missed invoices quietly damage cash flow. Linking billing to the services you have agreed with each client makes it easier to charge for all the work you deliver.
Invoices raised on time, with a clear record of what is outstanding, reduce the time spent chasing payment.
When fees are tied to agreed services, one-off extras and recurring work are less likely to be forgotten.
Clients who signed a proposal or engagement letter setting out the fee are less likely to challenge an invoice.
Seeing what each client pays alongside the work involved shows where fees need reviewing.
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
“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.”
Trusted by firms regulated by the following professional bodies
