Client records linked
Connect your Xero practice login and match Remindoo clients to their Xero organisations, so both systems refer to the same client.
Integration · Accounting software
Remindoo + Xero Integration
Connect Remindoo with Xero so client information flows between your practice system and your clients' books. Manage the client, the work and the deadlines in Remindoo while Xero does what it does best.
Remindoo
XeroRemindoo links each client record to the matching Xero organisation.
What you can do with Xero
- Link client records to their Xero organisations
- Cut double entry between systems
- Keep one practice view of Xero clients
How the Xero connection works
What happens between Remindoo and Xero once the connection is switched on.
Less duplicate typing
Core client details can be brought across instead of being entered twice, which keeps names, numbers and contacts consistent.
One practice view
Xero clients sit in the same task lists, deadlines and reminders as clients on other bookkeeping software.
What this changes in your practice
- Stop keeping two client lists in step by hand
- Bookkeeping stays in Xero while the practice runs in Remindoo
- Mixed client bases managed in one workflow
- Fewer mismatched client names between systems
Connecting Xero
Setting the connection up takes a few minutes and can be undone at any time.
- Open Integrations in your practice settings and choose Xero.
- Sign in with the Xero account that has practice access.
- Approve the access request in Xero.
- Match your Remindoo clients to their Xero organisations.
See it with your own clients
Xero integration questions
Does Remindoo replace Xero?
No. Xero remains your bookkeeping and accounts system. Remindoo handles clients, work, deadlines, proposals, documents and communication.
Does Remindoo post journals into Xero?
Remindoo is a practice management system and a single-entry invoicing system. Double-entry bookkeeping stays in Xero.
Do I need a separate Xero subscription?
Yes. Remindoo connects to your own Xero account, so you keep your existing Xero 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.
See it in action
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.”
