Tasks and workflow
A large share of any task list is work that cannot move until the client sends bank statements or answers a query. Those jobs crowd out work that can be done today, and staff waste time re-reading them.
A large share of any task list is work that cannot move until the client sends bank statements or answers a query. Those jobs crowd out work that can be done today, and staff waste time re-reading them.
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.
Snooze and bulk snooze
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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.
“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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