Tasks and workflow
When year-end accounts, VAT returns and payroll runs are tracked across a spreadsheet, a shared inbox and one partner's memory, nobody has the full picture. Work is only visible when somebody asks about it, and a missed step is discovered by the client or by HMRC rather than by the firm.
When year-end accounts, VAT returns and payroll runs are tracked across a spreadsheet, a shared inbox and one partner's memory, nobody has the full picture. Work is only visible when somebody asks about it, and a missed step is discovered by the client or by HMRC rather than by the firm.
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.
Quick and detailed task creation, Smart Task Card
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Much of an accountant's week goes on chasing records and answering the same questions. Standard messages and timely reminders cut that chasing down.
Reminders sent well before a deadline give clients time to send what you need.
Templates keep tone, content and deadlines accurate, whoever sends the email.
Tokens merge client details into messages, so one template works for every client.
Sent messages recorded on the client timeline show what was asked for and when.
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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