Knowledge Bank
Knowledge Base Software for Accountants and Bookkeepers
Remindoo gives your practice one structured place to create, organise and share approved guidance — for your team, your clients or both.
Built for UK accountants, bookkeepers and growing accountancy practices.
What is Remindoo Knowledge Bank?
Remindoo Knowledge Bank helps accounting firms create a searchable library of workflows, policies, technical guidance and FAQs for their team and clients.
Looking for help using Remindoo itself? That lives in our separate product help centre. The Knowledge Bank is where your firm writes its own content.
Create one source of truth for your accounting practice
- Standard operating procedures
- Accounting workflows
- Technical tax guidance
- Practice policies
- Client onboarding instructions
- AML procedures
- Staff training
- HR policies
- Client guidance
- FAQs
- Supporting documents and links
- Reduce reliance on individual staff knowledge
- Improve consistency across the team
- Make approved procedures easier to find
- Help new employees learn practice processes
- Reduce repeated questions
- Keep guidance inside Remindoo, next to the work
Create detailed knowledge articles
Prepare structured, readable guidance without a separate content-management system.
- Title
- Short summary
- Full article content
- Rich-text editor
- Paragraph and text formatting
- Live word count
- Preview
- Save
- Article settings
- Categories
- Tags
- Publication status
- Audience visibility
- Attachments
- Links
Choose whether content is for your team or clients
Create an article once, then choose whether it is available to your team, your clients or both audiences.
Internal knowledge
External client guidance
Content for both audiences
Document your accounting workflows and procedures
Examples of content a firm can create (not templates supplied with every account):
- Client onboarding
- VAT-return preparation
- Payroll processing
- Bookkeeping procedures
- Year-end accounts
- Corporation Tax
- Self Assessment
- Management accounts
- Confirmation statements
- Document collection
- AML checks
- Client communication
- Review and approval
- Internal administration
- Business development
- Staff onboarding
Knowledge Bank articles document how work should be completed. Remindoo Tasks, Services and Automations manage the operational execution of that work.
Manage articles through a publishing workflow
- Create
- Preview
- Save as Draft
- Review
- Publish
- Update when required
Draft
In Review
Published
See article counts by status
The Knowledge Bank dashboard shows totals for all articles, drafts, articles in review and published articles — so administrators can spot incomplete, pending and live content at a glance.
Organise knowledge with categories and tags
Categories
Tags
Categories and tags shown are examples — your firm defines its own.
Search, filter and browse knowledge content
- Search articles
- Filter by publication status, visibility, category and tags
- Sort articles by tags
- Browse all, draft, in-review and published content
- Delete articles that are no longer needed
- Page through results and see how many articles match
Understand an article before opening it
Each article card shows the information users need to pick the right guidance:
- Title
- Category
- Audience visibility
- Short description
- Tags
- Estimated reading time
- View count
- Author
- Last-updated date
- Read More
Preview content before publishing
- Review formatting and structure
- Confirm the intended audience
- Check categories, tags, links and attachments
- Correct information before making it available
Add supporting attachments and useful links
Upload attachments
Add links
Create and manage FAQs
The FAQs & Support area lets you write clear questions and answers, organise them by subject and make them available to the right audience — reducing repeated team questions and client enquiries.
- What information is required for a VAT return?
- How should documents be uploaded?
- What happens during client onboarding?
- When are accounts due?
- How does portal access work?
Measure content use with views, likes and ratings
See which articles are viewed, liked and rated, so you know which guidance helps and which needs improving.
Keep article ownership and updates visible
Author information and last-updated dates show who owns the guidance and whether it has been updated recently.
Manage articles centrally
A dedicated Articles Management area lets administrators create, edit, organise and publish content from one place.
Build an internal training library
Use internal articles, attachments and links to help new starters learn practice processes, software steps, review standards and policies at their own pace. It is a reference library, not a formal course system with tests or certificates.
Provide client self-service guidance
Client-facing articles and FAQs help clients answer common questions — what to send, when things are due, how the portal works — without calling or emailing. Clients read content; they cannot edit it.
Explore the client portalConnect knowledge with Remindoo workflows
Knowledge article
Service template
Tasks and checklists
Client portal
Use the Knowledge Bank for quality and consistency
Consistent processes
Faster onboarding of staff
Fewer repeated questions
Knowledge retained
Easier updates
Clear ownership
Related Remindoo features
Client portal
Where clients find the guidance you make available to them.
Client onboarding
Pair onboarding instructions with the onboarding process.
Task management
Manage the work your procedures describe.
Documents Portal
Organise client files by client, service and task.
Client management
The central client register behind every workflow.
Email management
Client communication alongside your guidance.
AML compliance
Record AML checks and risk assessments in Remindoo.
Remindoo help centre (product support)
Remindoo's own help articles and walkthroughs — separate from your firm's Knowledge Bank.
Knowledge Management Permissions
Managing articles and managing FAQs can each be limited by employee role, so selected people look after your internal and client-facing content.
Explore Roles & PermissionsAI Tools for Accountants
The Financial Assistant answers questions about an uploaded financial document using your connected AI provider.
Explore AI tools for accountantsFrequently asked questions
What is knowledge base software for accountants?
It gives an accounting practice one searchable place to keep its procedures, policies, technical guidance, training material and FAQs, so the team and clients can find approved information quickly.
Can I create internal procedures for my team?
Yes. Set an article's visibility to Internal to keep procedures, controls and training content for your team.
Can I publish guidance for clients?
Yes. Set visibility to External to make an article available to clients in their client portal, for example onboarding instructions or common tax questions.
Can one article be visible to both employees and clients?
Yes. Choose Both to make one article available to your team and your clients without maintaining two copies.
Can I save an article as a draft?
Yes. Articles can be saved as Draft while you prepare them, then moved to In Review and Published.
Can articles be submitted for review?
Yes. The In Review status separates content awaiting review from drafts and published articles.
Can I organise articles using categories?
Yes. Assign a category to each article to group related guidance, such as VAT, Payroll or Practice Policies. Your firm chooses its own categories.
Can I add tags to articles?
Yes. Tags let you group related guidance across categories, and there is a dedicated area for managing tags.
Can I upload attachments?
Yes. Upload supporting resources such as checklists, forms or reference documents so they stay with the guidance.
Can I add links to an article?
Yes. Add links to related internal resources or external guidance. Links are not automatically checked, so review them when you update an article.
Can I preview an article before publishing?
Yes. Preview the article to check formatting and structure before making it available.
Can I create client FAQs?
Yes. The FAQs & Support area lets you create questions and answers and make them available to the relevant audience.
Can I search, filter and sort articles?
Yes. Search articles, filter by status, visibility, category and tags, sort articles by tags, and browse all, draft, in-review and published content.
Can articles be deleted?
Yes. Articles can be deleted when they are no longer needed, so out-of-date guidance does not stay available.
Can I see how many people viewed an article?
Yes. Article cards show a view count, helping you see which guidance is used most.
Can users like or rate articles?
Yes. Articles support likes and ratings, giving you feedback on how useful guidance is.
Can I see when an article was updated?
Yes. Article cards show the author and last-updated date so users can judge how current the guidance is.
Can the Knowledge Bank store accounting workflows?
Yes. You can document workflows such as VAT returns, year-end accounts or payroll. Articles describe how work should be done; Tasks, Services and Automations manage the work itself.
Is the Knowledge Bank the same as Remindoo's public support library?
No. The Knowledge Bank is a feature your firm uses to create its own content. Remindoo's help centre contains Remindoo's own articles on how to use the software.
Can it be used for staff training?
Yes. Many firms use internal articles, attachments and links as a training library for new and existing staff. It is not a formal learning-management system with tests or certificates.
Can it support client self-service?
Yes. Client-facing articles and FAQs help clients answer common questions themselves. Clients can read articles but cannot edit them.
Build a Searchable Knowledge Hub for Your Practice
Remindoo helps firms document procedures, preserve knowledge, train employees and give clients clear guidance — all in one connected system.
Book a personalised demonstration based on your firm’s own process.
See it in action
More walkthroughs
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.”
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