Search and import
Search a company by name or registration number when adding a client. Remindoo brings back the registered details so you do not retype them.
Integration · UK government
Import company details, officers and filing deadlines straight from Companies House. Manage the client, the work and the deadlines in Remindoo while Companies House does what it does best.
Remindoo reads public company data from Companies House and writes it onto the client record.
What happens between Remindoo and Companies House once the connection is switched on.
Search a company by name or registration number when adding a client. Remindoo brings back the registered details so you do not retype them.
Accounts and confirmation statement due dates arrive with the company and sit on the client record, ready for your service templates and reminders.
Company officers, incorporation date and registered office are stored with the client, giving your team the same reference point.
Setting the connection up takes a few minutes and can be undone at any time.
No. Remindoo imports company information and tracks the deadlines and the work. Filing is done in your accounts or filing software.
Registered company details, officers and the public filing due dates for accounts and the confirmation statement.
They are added manually, because they are not on the Companies House register. Everything else, including services, deadlines and reminders, works the same way.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
Everyone sees the same services, contacts, deadlines and notes for each client.
Companies House sync brings in company details and filing dates, reducing manual errors.
A full timeline means anyone can answer a client question with the history in front of them.
A client portal is safer than sending financial documents as email attachments.
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.
“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.”
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