Clients in Remindoo
Onboard and manage every client record. These walkthroughs show UK accounting practices exactly how it works. Learn more on the client management software for accountants page.
Clients
How to bulk actions from the top menu in Remindoo
See how to bulk-select clients
Watch demo: bulk actions from the top menuClients
How to global search in the clients module in Remindoo
Find any client instantly with Remindoo's global search in the Clients module
Watch demo: global search in the clients moduleClients
How to manage client portal access and permissions effortlessly in Remindoo
Learn how to streamline client collaboration by managing portal access
Watch demo: manage client portal access and permissions effortlesslyClients
How to manage and customise table columns in Remindoo
Learn how to customise your CRM table display by managing column visibility
Watch demo: manage and customise table columnsClients
How to managing a client profile in remindoo: client card guide in Remindoo
Profile details
Watch demo: managing a client profile in remindoo: client card guideClients
How to manage column visibility, freezing, and client filters in Remindoo
Click to show or hide the columns you want to see
Watch demo: manage column visibility, freezing, and client filtersClients
How to manage custom client profiles in Remindoo
Learn how to customise client data fields
Watch demo: manage custom client profilesClients
How to onboard clients and automate compliance in Remindoo
Add clients
Watch demo: onboard clients and automate complianceClients
How to onboard clients and configure services in Remindoo
See how to add clients instantly
Watch demo: onboard clients and configure servicesClients
How to sort clients by any column in Remindoo
See how to sort your entire client list by any column—name
Watch demo: sort clients by any columnWhy a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
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.”
