Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
Run your offshore accounting team like it sits in your office
Full control, restricted access, time budgets, quality sign-off and a complete history of the work, for UK firms outsourcing to India, Pakistan, the Philippines, Sri Lanka, Bangladesh, South Africa, Nigeria, Kenya and beyond.
Built by a practising Chartered Accountant · Unlimited users · Free for 60 days
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Practice Management Software for Accounting Firms That Outsource
Practice management software for outsourcing accountants is a system that gives a UK firm control over an offshore team without sitting in the same office: restricted roles and permissions, time budgets, a preparer-reviewer-approver sign-off chain and a full record of who did what. Remindoo does this with unlimited users, per-client pricing and no per-user charge.
Pillars & software
One system for your UK office and offshore team.
Access control & data protection
Restrict what each person sees and keep client data out of chat apps.
- How to Protect Client Data When Outsourcing Accounting Work
- Restrict What Your Outsourcing Team Can See
- Task Management With Full Access Restrictions
- Stop Client Data Leaking Through WhatsApp and Email
- UK GDPR and Offshore Outsourcing: IDTA, DPAs and Transfer Risk Assessments
- Offboarding an Outsourced Staff Member Securely
- Keep Client Communication in the UK Office
Contracts with the provider
Outsourcing agreements, NDAs, DPAs and engagement letter wording.
Time, budgets & capacity
Budgeted hours, tracked time and capacity across time zones.
Quality assurance & review
Preparer, reviewer and approver steps built into every job.
- Quality Assurance for Outsourced Accounting Work
- Preparer, Reviewer, Approver: A Three-Stage Sign-Off Process
- QA Checklist for Year-End Accounts Prepared Offshore
- QA Checklist for Offshore Bookkeeping and VAT
- Make Your Offshore Team Follow Your Procedures Every Time
- How to Share SOPs and Procedures With an Outsourcing Team
- Requesting Missing Information Without Delaying the Job
- Escalating Problems From Offshore to UK Reviewers
- A Full Audit Trail of Who Did What on Every Client
Performance
KPIs, reporting and communication on the task.
Country guides
Time zones, holidays and data-transfer points by destination.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
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.”
