Practice Management Software Implementation Checklist
A practice management software implementation checklist keeps your rollout on track: clean data, clear owners, a phased go-live and a team that actually uses the system. Here is the checklist we use with UK firms moving to Remindoo.
Unlimited users · Per-client pricing · Built by a practising Chartered Accountant
Dashboard
Welcome Robert Derek Altoft
Info Requested
31
Work in Progress
6
Under Review
0
With Client
0
Filed / Completed
4
Overdue
2
Internal Adherence
—
External Adherence
—
Invoice Pending
0
At Risk
2
Service Performance
Trend, quick metrics and team load for all services
- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
- BS
- Otium Virtual Assistants
- BNW Chartered Accountants
- TaxAccolega Chartered Accountants & Tax Advisers
- iyouprint
Quick answer
A practice management software implementation checklist covers data clean-up, client import, service templates, user roles, integrations, training and a parallel run before go-live. With Remindoo, most firms start with clients, services and deadlines, then add proposals, the client portal and AML checks once the team is comfortable.
Before you start
Name one owner for the project, agree a go-live date outside your busiest month, and decide what you'll stop using.
- Pick a project owner
- Avoid January and year-end peaks
- List tools you'll retire
The implementation checklist
Work through these in order.
- Clean and export client data
- Import clients and link Companies House
- Set up services and templates
- Create users, teams and roles
- Connect Xero, QuickBooks or FreeAgent where used
- Train the team with real jobs
- Run in parallel for one cycle
- Retire old spreadsheets
What practice management software implementation checklist should include
| Feature | Why it matters | Remindoo |
|---|---|---|
| Service templates | Repeatable structures for every service. | Yes, Service templates |
| Companies House sync | Import company details and filing deadlines. | Yes, Companies House sync |
| Roles and permissions | Control who sees and edits client data. | Yes, Roles and permissions |
| Teams and team leads | Group people around pods, offices or specialisms. | Yes, Teams and team leads |
| Recurring tasks | Repeat work is created automatically on schedule. | Yes, Recurring tasks |
How Remindoo works as practice management software implementation checklist
Here is how Remindoo handles practice management software implementation checklist.
Service templates
Repeatable structures for every service.
See featureCompanies House sync
Import company details and filing deadlines.
See featureRoles and permissions
Control who sees and edits client data.
See featureTeams and team leads
Group people around pods, offices or specialisms.
See featureRecurring tasks
Repeat work is created automatically on schedule.
See featureClient onboarding automation
Standardise requests, checks and first services.
See featureRemindoo pricing
Remindoo is priced per active client per month, with unlimited users on every plan. For example, a firm with 75 active clients pays £67.20 a month ex VAT on Core (£80.64 inc VAT) or £78.00 ex VAT on Growth (£93.60 inc VAT). Yearly billing saves 10%.
Archived clients are not counted. Every firm starts with a 60-day free trial; a payment card is taken at sign-up. See the full calculator on the pricing page.
See Remindoo with your own clients
A 30-minute walkthrough using your services, deadlines and team.
Alternatives to consider
Competitor details below come from public websites and may change. Anything marked 'To be verified' has not yet been confirmed with the supplier, check before you decide.
| Product | Best for | Pricing model | Price (£) | Strengths | Gaps | Checked |
|---|---|---|---|---|---|---|
| Remindoo | UK firms wanting practice management software implementation checklist with unlimited users | Per active client per month, unlimited users | Core from £67.20/month ex VAT at 75 clients | Practice management, CRM, workflow, client portal and built-in AML/KYC checks in one UK-focused platform | Does not file returns with HMRC or Companies House; use your existing tax and accounts software for filing | 27 September 2026 (source, opens in new tab) |
| AccountancyManager | Small and mid-sized UK firms wanting practice management with client onboarding | Per user per month (tiered) | Quote on request | Strong onboarding and e-signature workflow, established UK accountant user base | Per-user pricing can scale up quickly as a team grows | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Karbon | Larger firms wanting deep email and workflow integration | Per user per month (tiered) | Quote on request | Powerful workflow automation, email-to-task triage, detailed reporting | Per-user pricing and a steeper learning curve than simpler task tools | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Senta | Firms wanting a lightweight, template-driven workflow tool | Per user per month | Not publicly stated | Simple client and workflow templates, good for smaller teams | Fewer dashboard and reporting options than larger platforms | 24 September 2026 (source, opens in new tab)[VERIFY] |
| TaxDome | Firms wanting workflow plus a client-facing portal and e-signature in one tool | Per user per month | Quote on request | Strong client portal, document management and automation features | Built primarily for a broader accounting/tax market rather than UK-specific statutory templates | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Pixie | Small UK firms wanting a straightforward, affordable workflow tool | Per user per month | Quote on request | Clean, simple interface aimed at small practices | Fewer advanced reporting and capacity-planning tools | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Jetpack Workflow | Firms wanting recurring workflow templates without a full CRM | Per user per month | Quote on request | Good template library, easy to set up recurring jobs | Limited CRM and lead management features compared with all-in-one platforms | 24 September 2026 (source, opens in new tab)[VERIFY] |
Competitor details come from public vendor pages on the date shown and may have changed. Prices exclude VAT unless stated. Rows marked [VERIFY] are awaiting a second check.
Which option suits your firm?
- 1
Choose Remindoo if
you want workflow, CRM, client portal and AML checks in one place, and you don't want to pay per user.
- 2
Look elsewhere if
you need software that files returns directly with HMRC | Remindoo manages the work around filing, not the filing itself.
After go-live
Review overdue jobs weekly, check utilisation monthly and add the next module, proposals, client portal or AML, once the basics stick.
Stop chasing clients by hand
Book a free 30-minute demo and see reminders, onboarding and document requests set up for your own clients.
What UK firms say 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.”
Switching to Remindoo
Most firms move across in stages: import clients, switch on the UK service templates you already run, then invite the team. Because Remindoo is priced per active client with unlimited users, adding staff during the move costs nothing extra.
Book a 30-minute demo and we will walk through your current setup, what to import first and how long a typical move takes for a firm of your size.
Frequently asked questions
Clients, services and deadlines. They drive everything else.
Yes. Book a Demo and we'll walk through your setup and import.
Related guides
- How to replace accounting practice spreadsheets
- Software stack for UK accounting firms
- How to choose accounting practice management software
- Accounting practice management software
- Best accounting practice management software
- Bookkeeping practice management software
- Proposal software for accountants
- Practice management software for chartered accountants
- Crm for accountants
- Practice management software for small accounting firms
- Best crm for accounting firms
- Crm for tax professionals
- Best workflow management software for accountants
- Accounting compliance management software
- Best client portals for UK accountants
- Practice management software for sole practitioners
- Practice management software for tax advisers
- Unlimited-user practice management software
- Per-user vs per-client pricing for practice management software
- Affordable accounting practice management software UK
- VAT return workflow software
- CT600 workflow software
- CIS return workflow software
- Making Tax Digital workflow software
- Client document collection software for accountants
- Client onboarding software for accountants
- Engagement letter software for accountants
- Best client onboarding software for accountants
- Task management software for accountants
- Workflow management software for accountants
- Client management software for accountants
- Leads management software for accountants
Ready to run your practice in one place?
Free for 60 days, then per-client pricing with unlimited users.
Last updated: . Written and reviewed by Annie, Product Lead at Remindoo.
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 Annie, Product Lead at 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.”
