45 practice problems
Everyday accounting practice problems, and how Remindoo solves them
Find the problem your firm is dealing with, see why it happens and watch how Remindoo handles it.
Tasks and workflow
Get recurring compliance work out of spreadsheets and heads and into one visible workflow.
Jobs live in spreadsheets, emails and people's heads
“task management for accountants” · Quick and detailed task creation, Smart Task Card
The same year-end jobs are set up by hand every year
“recurring tasks accounting practice” · Recurring tasks, task and subtask templates
Staff skip steps and quality varies between preparers
“accounts preparation checklist” · Checklists for tasks, service checklists
No idea who is doing what today
“see team workload accounting firm” · Assign and reassign, task filters, customisable task view
Internal targets and HMRC deadlines get confused
“track internal and statutory deadlines” · Manage internal and external deadlines, trigger dates
Work waiting on clients clutters everyone's task list
“pause task waiting for client records” · Snooze and bulk snooze
A member of staff leaves and their work must move fast
“reassign client work when employee leaves” · Bulk reassign
Files go out without a proper review
“review process accounting firm” · Review tasks
Context is lost in WhatsApp and email threads
“internal communication accounting team” · Comments, tag colleagues, team tagging, task timeline
Time spent on jobs is never known
“time recording for accountants” · Time recording, estimated time allocation
Clients and compliance
Onboarding, Companies House dates, AML files and client records in one place.
Onboarding takes weeks of back-and-forth
“client onboarding process accountants” · Client onboarding, client journey, document portal
Client data is scattered across systems
“client database for accountants” · Centralised client information, client card, client notes
Companies House dates are keyed in by hand and get wrong
“Companies House deadline tracking software” · Companies House sync, bulk sync
AML files are incomplete before a supervisor visit
“AML risk assessment template accountants” · Manual AML risk assessment, digital AML
ID checks are chased by email
“client ID verification for accountants” · Digital AML
Agent authorisation is slow and confusing
“how to get HMRC agent authorisation for client” · Agent authorisation, HMRC integration
You don't know what clients owe HMRC
“view client tax liabilities agent” · View tax liabilities
Clients email documents insecurely
“secure client portal for accountants” · Document portal, e-sign documents
Related companies and directors are not linked
“link related clients group companies” · Review related clients
Nobody owns the client relationship
“client manager responsibility accounting firm” · Add client manager, services manager
Clients underpay for the work done
“accounting fees too low for work” · Review total fee vs total hours
There is no regular touchpoint with clients
“newsletter for accounting clients” · Send newsletter, bulk emails
Team and capacity
See who is overloaded, what work makes money and who can see what.
Some staff are overloaded while others are idle
“capacity planning accounting firm” · Hours allocated vs available, work and utilisation
You can't tell which staff are profitable
“staff utilisation rate accountants” · Employee reporting, service time analysis
Team leads have no visibility of their team
“manage team leads accounting practice” · Create team and team lead, employee task breakdown
Junior staff can see data they shouldn't
“user permissions practice management” · Roles and permissions
It is unclear which services make money
“most profitable accounting services” · Full visibility across service lines
Practice growth is not tracked
“accounting practice KPIs” · Client growth trend, clients by type, client summary
Proposals and engagement letters
Price consistently and get engagement letters signed in minutes, not hours.
Engagement letters take hours in Word
“engagement letter software UK” · Create, send and secure engagement
Letters are not signed, or signed copies are lost
“e-signature for engagement letters” · Secure electronic signature
Pricing is inconsistent between staff
“pricing accounting services template” · Products and services, packages, variables and ranges
The same proposal is rewritten every time
“proposal template accountants” · Document builder, templates, tokens
Old engagements are trapped in another tool
“migrate proposals from Ignition” · Import lead and proposal history, import templates
Leads and sales
Capture every enquiry, follow up on time and convert won leads without re-keying.
Enquiries get lost in inboxes
“CRM for accountants UK” · Lead capture forms, leads overview
Leads are not followed up
“follow up leads accounting firm” · Lead statuses, automated reminders, lead timeline
Lead distribution is unfair or slow
“assign leads automatically” · Round-robin lead assignment
There is no view of the sales pipeline
“sales pipeline for accountants” · Table and Kanban view, lead card
Won leads are re-keyed as clients
“convert lead to client” · Convert to client
Firm-specific data doesn't fit standard fields
“custom fields CRM” · Custom lead fields, custom fields and data tokens
Email and communication
Keep client emails, internal notes and record chasing out of personal inboxes.
Client emails sit in personal inboxes
“shared inbox for accounting firm” · Connect inbox, link emails to clients
Staff can't discuss emails privately
“internal notes on client emails” · Internal notes on emails
Records are chased one email at a time
“automated reminders for client records” · Automated reminders, email templates, bulk emails
Emails land in spam or look unprofessional
“send emails from own domain CRM” · Send emails from your domain
Security and setup
Protect client data and shape the system around how your firm works.
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.
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.”
