Client records linked
Connect FreeAgent and match clients so the same client exists once in your practice system.
Integration · Accounting software
Remindoo + FreeAgent Integration
Connect FreeAgent to keep sole trader and small company clients organised in Remindoo. Manage the client, the work and the deadlines in Remindoo while FreeAgent does what it does best.
Remindoo
FreeAgentRemindoo links sole trader and small company clients to their FreeAgent accounts.
What you can do with FreeAgent
- Link FreeAgent clients to Remindoo records
- Keep client details in step
- Run the same deadlines and workflows for every client
How the FreeAgent connection works
What happens between Remindoo and FreeAgent once the connection is switched on.
Details kept in step
Client information can be brought across instead of retyped, which suits high-volume sole trader work.
Same deadlines and reminders
FreeAgent clients use the same service templates, deadlines and automated reminders as everyone else.
What this changes in your practice
- Sole trader books stay in FreeAgent while the practice runs in Remindoo
- Faster onboarding for smaller clients
- One consistent workflow across mixed software
- Less retyping of client contact details
Connecting FreeAgent
Setting the connection up takes a few minutes and can be undone at any time.
- Open Integrations in your practice settings and choose FreeAgent.
- Sign in with your FreeAgent practice account.
- Approve the access request.
- Match your Remindoo clients to their FreeAgent accounts.
See it with your own clients
FreeAgent integration questions
Is FreeAgent only for sole traders?
Many firms use it for sole traders and smaller companies, but the connection works for any client you keep in FreeAgent.
Do I need a separate FreeAgent subscription?
Yes. Remindoo connects to your own FreeAgent account, so you keep your existing FreeAgent 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.”
