How to Remindoo product tour — homepage in Remindoo

See how UK accounting firms run leads, proposals, client onboarding, AML, tasks, time, email and documents in one place with Remindoo. 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?

See how UK accounting firms run leads
Client onboarding
Email and documents in one place with Remindoo

Why does it matter for your practice?

Seeing the whole platform first helps you plan how leads, clients and deadlines will move through your practice. It shortens set-up and helps the team agree one way of working.

Step-by-step

Open the relevant area in Remindoo.
See how UK accounting firms run leads.
Client onboarding.
Email and documents in one place with Remindoo.
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?

See how UK accounting firms run leads, proposals, client onboarding, AML, tasks, time, email and documents in one place with Remindoo.

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 Remindoo features overview in Remindoo, or browse all Getting Started help articles.

Screenshot: How to complete CRM operations and client management in Remindoo

Video

Getting Started

How to complete CRM operations and client management in Remindoo

Manage leads

Watch demo: complete CRM operations and client management

Screenshot: How to Remindoo product tour — homepage (full) in Remindoo

Video

Getting Started

How to Remindoo product tour — homepage (full) in Remindoo

See how UK accounting firms run leads

Watch demo: Remindoo product tour — homepage (full)

Screenshot: How to add custom statuses to your leads module in Remindoo

Video

Leads & Pipeline

How to add custom statuses to your leads module in Remindoo

Learn how to capture qualified leads

Watch demo: add custom statuses to your leads module

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.”

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