How to Choose Accounting Practice Management Software
Choosing accounting practice management software comes down to five things: UK compliance fit, workflow, client management, pricing model and how easy it is to move across. This guide walks through each one.
Unlimited users · Per-client pricing · Built by a practising Chartered Accountant
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- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
- Sharp Accountax
- BS
- Otium Virtual Assistants
- BNW Chartered Accountants
- TaxAccolega Chartered Accountants & Tax Advisers
- iyouprint
Quick answer
To choose accounting practice management software, list the services you run, check the tool has UK templates and Companies House sync, compare per-user and per-client pricing at your size, confirm AML and client portal features, and test the import. Remindoo offers a 60-day free trial so you can test with real clients.
What should accounting practice management software include?
At minimum: client records, recurring jobs with deadlines, team task views and reminders. For UK firms, add Companies House sync, AML checks, engagement letters, a client portal and reporting.
- Client CRM and records
- Recurring workflow and deadlines
- Companies House sync
- AML and ID checks
- Proposals and engagement letters
- Client portal
- Dashboards and staff capacity
Step by step: how to choose
1. Map your services and client numbers. 2. Shortlist three tools. 3. Work out the cost at your size and at twice your size — per-user pricing grows with every hire, per-client pricing grows with revenue. 4. Book demos and ask each supplier to show your hardest job. 5. Trial with real clients before you commit.
What accounting practice management software should include
| Feature | Why it matters | Remindoo |
|---|---|---|
| UK service templates | VAT, CT600, CS01 and self assessment ready to use. | Yes, Service templates |
| Companies House sync | Dates and company data kept current. | Yes, Companies House sync |
| Built-in AML | No separate provider to manage. | Yes, AML risk scoring and digital ID checks |
| Unlimited users | Pricing doesn't punish hiring. | Yes, Unlimited users |
| Client portal | Records collected securely. | Yes, Client portal and document sharing |
| Proposals and engagement letters | Win and onboard clients in one flow. | Yes, Proposal templates |
How Remindoo works as accounting practice management software
Here is how Remindoo scores against that checklist.
Service templates
Repeatable structures for every service.
See featureCompanies House sync
Import company details and filing deadlines.
See featureAML risk scoring and digital ID checks
Risk assessments plus built-in digital KYC, AML and proof-of-address checks.
See featureUnlimited users
Add every team member with no per-user charge.
See featureClient portal and document sharing
Share requests and documents securely, not by email.
See featureProposal templates
Drag-and-drop builder for consistent proposals.
See featureRemindoo pricing
Remindoo is priced per active client per month, with unlimited users on every plan. For example, a firm with 75 active clients pays £67.20 a month ex VAT on Core (£80.64 inc VAT) or £78.00 ex VAT on Growth (£93.60 inc VAT). Yearly billing saves 10%.
Archived clients are not counted. Every firm starts with a 60-day free trial; a payment card is taken at sign-up. See the full calculator on the pricing page.
See Remindoo with your own clients
A 30-minute walkthrough using your services, deadlines and team.
Alternatives to consider
Competitor details below come from public websites and may change. Anything marked 'To be verified' has not yet been confirmed with the supplier — check before you decide.
| Product | Best for | Pricing model | Price (£) | Strengths | Gaps | Checked |
|---|---|---|---|---|---|---|
| Remindoo | UK firms wanting accounting practice management software with unlimited users | Per active client per month, unlimited users | Core from £67.20/month ex VAT at 75 clients | Practice management, CRM, workflow, client portal and built-in AML/KYC checks in one UK-focused platform | Does not file returns with HMRC or Companies House; use your existing tax and accounts software for filing | 27 September 2026 (source, opens in new tab) |
| AccountancyManager | Small and mid-sized UK firms wanting practice management with client onboarding | Per user per month (tiered) | Quote on request | Strong onboarding and e-signature workflow, established UK accountant user base | Per-user pricing can scale up quickly as a team grows | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Karbon | Larger firms wanting deep email and workflow integration | Per user per month (tiered) | Quote on request | Powerful workflow automation, email-to-task triage, detailed reporting | Per-user pricing and a steeper learning curve than simpler task tools | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Senta | Firms wanting a lightweight, template-driven workflow tool | Per user per month | Not publicly stated | Simple client and workflow templates, good for smaller teams | Fewer dashboard and reporting options than larger platforms | 24 September 2026 (source, opens in new tab)[VERIFY] |
| TaxDome | Firms wanting workflow plus a client-facing portal and e-signature in one tool | Per user per month | Quote on request | Strong client portal, document management and automation features | Built primarily for a broader accounting/tax market rather than UK-specific statutory templates | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Pixie | Small UK firms wanting a straightforward, affordable workflow tool | Per user per month | Quote on request | Clean, simple interface aimed at small practices | Fewer advanced reporting and capacity-planning tools | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Jetpack Workflow | Firms wanting recurring workflow templates without a full CRM | Per user per month | Quote on request | Good template library, easy to set up recurring jobs | Limited CRM and lead management features compared with all-in-one platforms | 24 September 2026 (source, opens in new tab)[VERIFY] |
Competitor details come from public vendor pages on the date shown and may have changed. Prices exclude VAT unless stated. Rows marked [VERIFY] are awaiting a second check.
Which option suits your firm?
- 1
Choose Remindoo if
you want workflow, CRM, client portal and AML checks in one place, and you don't want to pay per user.
- 2
Look elsewhere if
you need software that files returns directly with HMRC — Remindoo manages the work around filing, not the filing itself.
Questions to ask every supplier
How is pricing calculated, and what will I pay at double my client count? Can I import from my current system? Is AML built in or an add-on? What happens to my data if I leave?
Mistakes we see
Choosing on price per user alone, skipping the import test, and buying a tool built for another country's tax calendar are the three most common mistakes.
Ready to compare?
See our ranked guide to the best accounting practice management software in the UK.
What UK firms say 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.”
Switching to Remindoo
Most firms move across in stages: import clients, switch on the UK service templates you already run, then invite the team. Because Remindoo is priced per active client with unlimited users, adding staff during the move costs nothing extra.
Book a 30-minute demo and we will walk through your current setup, what to import first and how long a typical move takes for a firm of your size.
Frequently asked questions
What should accounting practice management software include?
Client records, recurring workflow with deadlines, reminders, team views and reporting. UK firms should also look for Companies House sync, AML checks, engagement letters and a client portal.
Is per-client or per-user pricing better?
Per-client pricing tends to suit firms that want to add staff freely; per-user pricing can suit very small teams with many clients. Work out both at your size.
How much does Remindoo cost?
Remindoo is priced per active client with unlimited users. At 75 clients, Core is £67.20 a month ex VAT and Growth is £78.00 ex VAT. Yearly billing saves 10%, and every firm gets a 60-day free trial.
Can I see Remindoo before signing up?
Yes. Book a free 30-minute demo and we'll show you the workflows, client records and AML checks using examples from a UK practice.
Related guides
- Best accounting practice management software
- Accounting practice management software
- Practice management software for small accounting firms
- Bookkeeping practice management software
- Proposal software for accountants
- Practice management software for chartered accountants
- Crm for accountants
- Best crm for accounting firms
- Crm for tax professionals
- Best workflow management software for accountants
- Accounting compliance management software
- Best client portals for UK accountants
- Practice management software for sole practitioners
- Practice management software for tax advisers
- Unlimited-user practice management software
- Per-user vs per-client pricing for practice management software
- Affordable accounting practice management software UK
- How to replace accounting practice spreadsheets
- Practice management software implementation checklist
- Software stack for UK accounting firms
- VAT return workflow software
- CT600 workflow software
- CIS return workflow software
- Making Tax Digital workflow software
- Client document collection software for accountants
- Client onboarding software for accountants
- Engagement letter software for accountants
- Best client onboarding software for accountants
- Task management software for accountants
- Workflow management software for accountants
- Client management software for accountants
- Leads management software for accountants
Ready to run your practice in one place?
Free for 60 days, then per-client pricing with unlimited users.
Last updated: . Written by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice, founder of Accotax (which has served over 5,000 clients) and Remindoo.
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.”
