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Tasks & automation
Task Management Software for Tax Advisers
From January rush to CT600 deadlines, tracked without a personal spreadsheet
Built by a practising Chartered Accountant · Unlimited users · Free for 60 days
- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
Quick answer
Task management software for tax advisers tracks Self Assessment, CT600, CIS and advisory deadlines against internal buffers, with reminders to chase client information ahead of the January crunch. Remindoo generates these as recurring tasks and syncs Companies House deadlines, replacing personal spreadsheets that don't scale past a handful of clients.
What does task management look like for a tax adviser?
For a tax adviser, it means tracking Self Assessment, CT600 and any advisory work against deadlines, with enough lead time to chase clients for information before the deadline is close.
Tax work is unusually deadline-concentrated — a huge share of the workload lands in the run-up to 31 January, and again around company year-ends throughout the year.
Task management for tax advisers has to do two things well: track the hard external deadline, and track the internal deadline for chasing client information early enough that the hard deadline isn't a scramble.
Get the internal deadline wrong and every January becomes a fire drill, regardless of how well the actual returns get done.
Why poor task tracking costs tax advisers clients every January
Every tax adviser has a January story. Mine involves a personal spreadsheet with 80 rows, half of them not updated since October, and a genuine scramble on 28 January to work out which clients had actually sent their records.
The clients lost aren't usually the ones whose return is filed late — most advisers manage to hit the deadline somehow, even if it means a miserable few days. The clients lost are the ones who felt like an afterthought: chased twice for the same document, or told at the last minute their information still hadn't arrived.
That experience convinced me the problem isn't effort — tax advisers work hard every January. It's that a personal tracking system can't hold 80+ clients' worth of status in one person's head reliably enough to chase early and evenly.
- Client records requested
- Tracked in a personal spreadsheet
- Some clients don't respond
- No systematic early chase
- January arrives with gaps
- Leak: Rushed, uneven client experience
Signs you have this problem
- Your Self Assessment tracking is a personal spreadsheet, not shared software
- You don't know exactly how many clients still owe you records right now
- Chasing clients happens in a burst close to the deadline, not steadily from October
- CT600 deadlines for different year-ends are tracked separately from Self Assessment
- Team members chase the same client for the same thing, unaware someone already has
- January feels like a crisis every year rather than a busy but controlled period
How tax advisers should set up task management: step by step
- 1
List every deadline type
Self Assessment, CT600, CIS, and any advisory deadlines specific to your client base.
- 2
Set an early internal deadline for records
Build in a target date well ahead of 31 January to request client information.
- 3
Automate the chase sequence
Set reminders that escalate automatically if a client hasn't responded by set intervals.
- 4
Track status per client
Records received, in progress, drafted, client approved, filed — a clear status for every client at any point.
- 5
Use filters for the busy season
Filter tasks by status to see instantly who's still outstanding without scrolling a full list.
- 6
Log every chase
Record each reminder sent against the client so nobody chases the same person twice unknowingly.
- 7
Review after the deadline
Look at which clients were latest and adjust next year's early-chase timing accordingly.
- 8
Extend the same approach to CT600 clients
Apply the same internal-deadline structure to company year-ends throughout the year, not just January.
Self Assessment records request — chase sequence
A three-stage email sequence to request and chase client records ahead of 31 January, ready to load as templates with reminders.
Copy and adapt
EMAIL 1 (early October) Subject: Your Self Assessment records for [tax year] Hi [Client name], to get your return filed comfortably ahead of the 31 January deadline, please send over [list of documents] by [date]. The earlier we have these, the more time we have to review your position properly. EMAIL 2 (mid November, if not received) Subject: Reminder: records still needed for your Self Assessment Hi [Client name], we haven't yet received [outstanding items] for your tax return. Please send these as soon as you can — leaving it later increases the risk of errors or a late filing. EMAIL 3 (early December, if still not received) Subject: Urgent: records needed to file your Self Assessment on time Hi [Client name], we still need [outstanding items] to complete your return before 31 January. Please send these by [date] so we can avoid a late filing penalty on your behalf.
How does Remindoo help tax advisers manage January and beyond?
Remindoo tracks Self Assessment, CT600 and any advisory work as tasks with clear status, priority and deadline, so a tax adviser can see exactly who's outstanding without scrolling a personal spreadsheet. Strong task filters let you view only the clients still missing records during the busy season, and automated reminders handle the chase sequence for both clients and your own team without manual chasing. Recurring tasks generate the Self Assessment task for every client each year automatically, and estimated time allocation helps plan January capacity realistically once you can see the full workload. Companies House sync keeps CT600-adjacent statutory deadlines visible in the same system, so company year-end work doesn't get tracked separately from personal tax deadlines.
Strong task filters
Filter by tags, deadline, assignee and status.
See featureAutomated reminders
Timely prompts before work becomes urgent.
See featureRecurring tasks
Repeat work is created automatically on schedule.
See featureEstimated time allocation
Plan capacity with expected effort per job.
See featureCompanies House sync
Import company details and filing deadlines.
See featureWhat changes when you fix it?
| Area | Spreadsheets, inbox and memory | With Remindoo |
|---|---|---|
| Client status tracking | Personal spreadsheet | Shared task status per client |
| Chasing clients | Manual, ad hoc | Automated reminder sequence |
| January visibility | Guesswork on who's outstanding | Filtered view of outstanding clients |
| Duplicate chasing | Two team members chase the same client | Chase history visible on the task |
| CT600 vs SA tracking | Separate systems | Same task system |
| Capacity planning | Reactive, based on gut feel | Estimated time allocation across the team |
See it working with your own clients
A 30-minute walkthrough using your leads, services and deadlines.
What are the key deadlines tax advisers need to build tasks around?
Self Assessment is due online by 31 January; CT600 is due 12 months after the company's year end, with the tax payment due 9 months and 1 day after year end; CIS returns are due by the 19th of each month.
| Deadline | Date |
|---|---|
| Self Assessment (online) | 31 January |
| CT600 filing | 12 months after year end |
| CT payment | 9 months and 1 day after year end |
| CIS return | 19th of each month |
How does MTD for ITSA change task management for tax advisers?
From April 2026, clients with qualifying income over £50,000 must submit quarterly updates under MTD for ITSA, adding four extra recurring deadlines a year on top of the annual Self Assessment return.
Tax advisers relying on a once-a-year spreadsheet for Self Assessment tracking will need to rebuild that process around quarterly cycles for a growing share of their client base.
“Automated reminders and task templates save countless hours each week.”
Frequently asked questions
Can Remindoo automate reminders to clients ahead of 31 January?
Yes — automated reminders can be set up as a sequence to chase outstanding client records ahead of the Self Assessment deadline.
Does Remindoo file the Self Assessment return itself?
No. Remindoo manages the tasks, deadlines and client communication around the work — it doesn't submit returns to HMRC.
How do I see which clients are still outstanding in January?
Use task filters to view tasks by status, so you can isolate only the clients who haven't yet sent records.
Does the same system work for CT600 clients with different year-ends?
Yes — CT600 tasks recur based on each client's own year end, with Companies House sync feeding in the relevant statutory dates.
Can I see chase history for a specific client?
Yes — reminders and notes sent to a client are logged against their record, so you can see what's already been sent.
Is there a per-user cost during busy season if I bring in temporary staff?
No — pricing is per client, with unlimited users, so adding temporary help during January doesn't add to the software cost.
Is Remindoo free to try?
Yes — free for 60 days, then per-client pricing.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Comparing options? Read our guide to best workflow management software for accountants.
Last updated: . General guidance, not regulatory advice.
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 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.
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.”
