How to managing a client profile in remindoo: client card guide in Remindoo

Step-by-step guide to the Remindoo client card: profile details, contacts, services, internal information, AML and risk, portal access, e-signature, documents, and timeline. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.

Last updated: 24 September 2026

What can you do with this?

Profile details
Internal information
AML and risk
Portal access

Why does it matter for your practice?

A single, accurate client record saves time hunting for information and reduces errors. It also makes deadlines, services and compliance history easier for the whole team to find.

Step-by-step

Open the relevant area in Remindoo.
Profile details.
Internal information.
AML and risk.
Portal access.
Save your changes and check the result with your team.

Want to see this with your own clients?

Book a Demo Start free trial

Frequently asked questions

What does this Remindoo walkthrough cover?

Step-by-step guide to the Remindoo client card: profile details, contacts, services, internal information, AML and risk, portal access, e-signature, documents, and timeline.

Who is this for?

UK accounting and bookkeeping practices that use Remindoo to run clients, deadlines and team work in one place.

Can I try this myself?

Yes. Start a free 60-day trial or book a demo and the Remindoo team will show you the steps with your own workflow.

Related help

Learn more about client management software for accountants in Remindoo, or browse all Clients help articles.

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Why 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.”

Shaz Israr

“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”

Taxaccolega Chartered Accountants

“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.”

Afia Begum

“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”

Premier Books Consultancy Ltd