Set up the mandate
Connect GoCardless and clients can authorise a Direct Debit, so recurring fees are collected rather than chased.
Integration · Payments
Collect recurring fees by Direct Debit through GoCardless. Manage the client, the work and the deadlines in Remindoo while GoCardless does what it does best.
Remindoo uses GoCardless to collect fees by Direct Debit.
What happens between Remindoo and GoCardless once the connection is switched on.
Connect GoCardless and clients can authorise a Direct Debit, so recurring fees are collected rather than chased.
GoCardless supports Bacs Direct Debit, SEPA and Instant Bank Pay, which suits UK monthly fee arrangements.
Collected, pending and failed collections are visible on the invoice and client record.
Setting the connection up takes a few minutes and can be undone at any time.
Yes. Each client authorises the mandate before any collection is taken.
The failed collection is visible on the invoice so the team can follow it up.
Yes. Remindoo connects to your own GoCardless account, so you keep your existing GoCardless plan and billing.
Yes. A connection can be disconnected in your practice settings at any time, and the records already in Remindoo stay where they are.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
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.
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.
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
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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