Your own AI account
Your practice connects its own provider account. The provider may charge separately for use, so the choice and the cost stay with you.
Integration · AI
Remindoo + ChatGPT Integration
Use ChatGPT inside your practice workflow to draft and summarise faster. Manage the client, the work and the deadlines in Remindoo while ChatGPT does what it does best.
RemindooChatGPTChatGPTYour practice connects its own ChatGPT account so Remindoo's assistant can draft and summarise.
What you can do with ChatGPT
- Draft client emails
- Summarise long notes
- Speed up routine writing
How the ChatGPT connection works
What happens between Remindoo and ChatGPT once the connection is switched on.
Drafting and summarising
Use it to draft client emails and summarise long notes or documents, then edit before anything is sent.
Always reviewed by a person
Nothing is sent to a client automatically. A person checks and approves the wording first.
What this changes in your practice
- Faster first drafts of routine client emails
- Long notes reduced to something usable
- More consistent tone across the team
- Less time on repetitive writing
Connecting ChatGPT
Setting the connection up takes a few minutes and can be undone at any time.
- Open Integrations in your practice settings and choose ChatGPT.
- Add your own provider details.
- Decide which staff can use the assistant, using roles and permissions.
- Agree with your team that drafts are always reviewed before sending.
See it with your own clients
ChatGPT integration questions
Does Remindoo include AI use in the price?
No. Your practice connects its own AI provider, and that provider may charge separately.
Is client information reviewed by a person?
Yes. Drafts and summaries are a starting point; your team checks them before anything goes to a client.
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.”
