Clients and compliance
Accounts and confirmation statement dates copied manually from the Companies House register are easy to mistype, and they change when a company shortens its year end or files early.
Remindoo feature
Companies House sync, bulk sync
Book a demo and we will walk you through this on your own client list.
Accounts and confirmation statement dates copied manually from the Companies House register are easy to mistype, and they change when a company shortens its year end or files early.
It is rarely a people problem. It is usually a process that grew up informally while the firm was small and never moved into a shared system.
Companies House sync, bulk sync
Leave your details and our team will show you this on your own client list, or get you started on a free trial.
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
Everyone sees the same services, contacts, deadlines and notes for each client.
Companies House sync brings in company details and filing dates, reducing manual errors.
A full timeline means anyone can answer a client question with the history in front of them.
A client portal is safer than sending financial documents as email attachments.
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.
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