How to keep your team aligned without leaving Remindoo in Remindoo

See how to collaborate on client work, add task notes instantly, and share updates without switching views in Remindoo's deadline-tracking interface. 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 to collaborate on client work
Add task notes instantly
Share updates without switching views in Remindoo's deadline-tracking interface

Why does it matter for your practice?

Missed deadlines usually start with unclear ownership. Structured tasks show who is doing what and when, so work is balanced and statutory dates are protected.

Step-by-step

Open the relevant area in Remindoo.
See how to collaborate on client work.
Add task notes instantly.
Share updates without switching views in Remindoo's deadline-tracking interface.
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 to collaborate on client work, add task notes instantly, and share updates without switching views in Remindoo's deadline-tracking interface.

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 task management software for accountants in Remindoo, or browse all Tasks & Workflow help articles.

Screenshot: How to bulk assign team members to tasks in Remindoo

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How to bulk assign team members to tasks in Remindoo

Learn how to select multiple tasks

Watch demo: bulk assign team members to tasks

Screenshot: How to Archive Tasks in Remindoo

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How to Archive Tasks in Remindoo

Learn how to bulk-update task deadlines and assignees

Watch demo: Archive Tasks

Screenshot: How to Snooze Tasks in Remindoo

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How to Snooze Tasks in Remindoo

Learn how to bulk-manage tasks

Watch demo: Snooze Tasks

Why knowing what each employee is working on matters

In a growing practice, the partner can no longer hold every job in their head. Clear ownership and visible workload are what stop deadlines slipping when someone is on leave, busy or new.

Clear ownership

Every client and task has a named person, so nothing sits unassigned and clients get consistent answers.

Balanced workload

Seeing tasks per person helps managers move work before one person is overloaded and another is waiting.

Cover for absence

When work, notes and history live in one system, a colleague can pick up a job without starting from scratch.

Controlled access

Roles and permissions keep sensitive client and AML data visible only to people who need it.

Practical tips from UK practice

Group people into teams around services or client portfolios, and name a Team Lead for each.
Review the employee task breakdown weekly, not only when a deadline is missed.
Give new starters a limited role first, then widen access as they are trained.
Use bulk reassignment when someone leaves or goes on holiday, rather than moving tasks one by one.

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