Fee collection built for accountants
Connect Adfin and fees can be collected and chased through a service designed for professional firms.
Integration · Payments
Remindoo + Adfin Integration
Connect Adfin for payment collection and credit control built for accountants. Manage the client, the work and the deadlines in Remindoo while Adfin does what it does best.
Remindoo
AdfinRemindoo works with Adfin for collecting fees and keeping credit control consistent.
What you can do with Adfin
- Automate fee collection
- Keep payment chasing consistent
- Give the team visibility of what is owed
How the Adfin connection works
What happens between Remindoo and Adfin once the connection is switched on.
Consistent chasing
Chasing follows a set pattern rather than depending on who has time, which keeps the tone consistent across clients.
Visible to the team
What is owed and what has been collected stays visible beside the client and the work.
What this changes in your practice
- Fee collection handled in a consistent way
- Less partner time spent on credit control
- Clear view of who owes what
- Works alongside card and Direct Debit options
Connecting Adfin
Setting the connection up takes a few minutes and can be undone at any time.
- Open Integrations in your practice settings and choose Adfin.
- Sign in to your Adfin account and approve access.
- Choose which fees are collected through Adfin.
- Review the chasing schedule before switching it on.
See it with your own clients
Adfin integration questions
Does Adfin replace Stripe or GoCardless?
Not necessarily. Firms often use more than one, depending on how each client prefers to pay.
Do I need a separate Adfin subscription?
Yes. Remindoo connects to your own Adfin account, so you keep your existing Adfin plan and billing.
Can I switch the connection off later?
Yes. A connection can be disconnected in your practice settings at any time, and the records already in Remindoo stay where they are.
Other integrations
Built for UK practice growth
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
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.”
