Tasks and workflow
Questions about a client end up in personal chats and forwarded emails. When the person who knew the answer is away, nobody can find it, and the same question is asked again.
Questions about a client end up in personal chats and forwarded emails. When the person who knew the answer is away, nobody can find it, and the same question is asked again.
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.
Comments, tag colleagues, team tagging, task timeline
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In a growing practice, the partner can no longer hold every job in their head. Clear ownership and visible workload are what stop deadlines slipping when someone is on leave, busy or new.
Every client and task has a named person, so nothing sits unassigned and clients get consistent answers.
Seeing tasks per person helps managers move work before one person is overloaded and another is waiting.
When work, notes and history live in one system, a colleague can pick up a job without starting from scratch.
Roles and permissions keep sensitive client and AML data visible only to people who need it.
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.
“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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