How to Replace Accounting Practice Spreadsheets
Replacing accounting practice spreadsheets starts with moving your client list, services and deadlines into one system that reminds people automatically. This guide shows the signs you've outgrown Excel, a side-by-side comparison and a step-by-step move to Remindoo.
Unlimited users · Per-client pricing · Built by a practising Chartered Accountant
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Welcome Robert Derek Altoft
Info Requested
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Work in Progress
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Under Review
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Internal Adherence
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Invoice Pending
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Service Performance
Trend, quick metrics and team load for all services
- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
- Sharp Accountax
- BS
- Otium Virtual Assistants
- BNW Chartered Accountants
- TaxAccolega Chartered Accountants & Tax Advisers
- iyouprint
Quick answer
To replace accounting practice spreadsheets, export your client list, map each client to the services you run, import into practice management software and let it generate recurring jobs and deadlines. Remindoo imports clients, syncs Companies House dates and creates VAT, year-end and self assessment jobs automatically, with unlimited users.
Spreadsheet vs practice management software
A spreadsheet stores data; practice management software acts on it. It creates the next VAT quarter, reminds the owner, chases the client and shows the manager what's late.
- Spreadsheet: manual dates, no reminders, one editor at a time, no audit trail
- Practice software: automatic recurring jobs, reminders, team views, full history
Signs your accounting firm has outgrown spreadsheets
If any of these sound familiar, it's time to move.
- You've missed or nearly missed a filing deadline
- Only one person understands the tracker
- You chase clients from personal inboxes
- AML records sit in separate folders
- You can't see who is overloaded
What how to replace accounting practice spreadsheets should include
| Feature | Why it matters | Remindoo |
|---|---|---|
| Recurring tasks | Repeat work is created automatically on schedule. | Yes, Recurring tasks |
| Companies House sync | Import company details and filing deadlines. | Yes, Companies House sync |
| Service templates | Repeatable structures for every service. | Yes, Service templates |
| Automated reminders | Timely prompts before work becomes urgent. | Yes, Automated reminders |
| Customisable task views | Shape the task page around each role. | Yes, Customisable task views |
How Remindoo works as how to replace accounting practice spreadsheets
Here is how Remindoo handles how to replace accounting practice spreadsheets.
Recurring tasks
Repeat work is created automatically on schedule.
See featureCompanies House sync
Import company details and filing deadlines.
See featureService templates
Repeatable structures for every service.
See featureAutomated reminders
Timely prompts before work becomes urgent.
See featureCustomisable task views
Shape the task page around each role.
See featureAML risk scoring and digital ID checks
Risk assessments plus built-in digital KYC, AML and proof-of-address checks.
See featureRemindoo pricing
Remindoo is priced per active client per month, with unlimited users on every plan. For example, a firm with 75 active clients pays £67.20 a month ex VAT on Core (£80.64 inc VAT) or £78.00 ex VAT on Growth (£93.60 inc VAT). Yearly billing saves 10%.
Archived clients are not counted. Every firm starts with a 60-day free trial; a payment card is taken at sign-up. See the full calculator on the pricing page.
See Remindoo with your own clients
A 30-minute walkthrough using your services, deadlines and team.
Alternatives to consider
Competitor details below come from public websites and may change. Anything marked 'To be verified' has not yet been confirmed with the supplier — check before you decide.
| Product | Best for | Pricing model | Price (£) | Strengths | Gaps | Checked |
|---|---|---|---|---|---|---|
| Remindoo | UK firms wanting how to replace accounting practice spreadsheets with unlimited users | Per active client per month, unlimited users | Core from £67.20/month ex VAT at 75 clients | Practice management, CRM, workflow, client portal and built-in AML/KYC checks in one UK-focused platform | Does not file returns with HMRC or Companies House; use your existing tax and accounts software for filing | 27 September 2026 (source, opens in new tab) |
| AccountancyManager | Small and mid-sized UK firms wanting practice management with client onboarding | Per user per month (tiered) | Quote on request | Strong onboarding and e-signature workflow, established UK accountant user base | Per-user pricing can scale up quickly as a team grows | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Karbon | Larger firms wanting deep email and workflow integration | Per user per month (tiered) | Quote on request | Powerful workflow automation, email-to-task triage, detailed reporting | Per-user pricing and a steeper learning curve than simpler task tools | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Senta | Firms wanting a lightweight, template-driven workflow tool | Per user per month | Not publicly stated | Simple client and workflow templates, good for smaller teams | Fewer dashboard and reporting options than larger platforms | 24 September 2026 (source, opens in new tab)[VERIFY] |
| TaxDome | Firms wanting workflow plus a client-facing portal and e-signature in one tool | Per user per month | Quote on request | Strong client portal, document management and automation features | Built primarily for a broader accounting/tax market rather than UK-specific statutory templates | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Pixie | Small UK firms wanting a straightforward, affordable workflow tool | Per user per month | Quote on request | Clean, simple interface aimed at small practices | Fewer advanced reporting and capacity-planning tools | 24 September 2026 (source, opens in new tab)[VERIFY] |
| Jetpack Workflow | Firms wanting recurring workflow templates without a full CRM | Per user per month | Quote on request | Good template library, easy to set up recurring jobs | Limited CRM and lead management features compared with all-in-one platforms | 24 September 2026 (source, opens in new tab)[VERIFY] |
Competitor details come from public vendor pages on the date shown and may have changed. Prices exclude VAT unless stated. Rows marked [VERIFY] are awaiting a second check.
Which option suits your firm?
- 1
Choose Remindoo if
you want workflow, CRM, client portal and AML checks in one place, and you don't want to pay per user.
- 2
Look elsewhere if
you need software that files returns directly with HMRC — Remindoo manages the work around filing, not the filing itself.
Step-by-step: moving off spreadsheets
1. Clean your client list. 2. List the services each client takes. 3. Import clients into Remindoo. 4. Switch on UK service templates. 5. Invite the team. 6. Run both side by side for one month, then retire the spreadsheet.
Mistakes we see
Importing messy data unchanged, trying to rebuild every custom column, and switching on everything on day one. Start with deadlines and recurring jobs.
What UK firms say 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.”
Switching to Remindoo
Most firms move across in stages: import clients, switch on the UK service templates you already run, then invite the team. Because Remindoo is priced per active client with unlimited users, adding staff during the move costs nothing extra.
Book a 30-minute demo and we will walk through your current setup, what to import first and how long a typical move takes for a firm of your size.
Frequently asked questions
Can I import my spreadsheet into Remindoo?
Yes. You can import your client list and then assign services so recurring jobs are created automatically.
How long does it take to move off spreadsheets?
It depends on how clean your data is. Book a Demo and we'll give you a realistic plan for your firm.
Related guides
- Practice management software implementation checklist
- How to choose accounting practice management software
- Software stack for UK accounting firms
- Accounting practice management software
- Best accounting practice management software
- Bookkeeping practice management software
- Proposal software for accountants
- Practice management software for chartered accountants
- Crm for accountants
- Practice management software for small accounting firms
- Best crm for accounting firms
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- Best workflow management software for accountants
- Accounting compliance management software
- Best client portals for UK accountants
- Practice management software for sole practitioners
- Practice management software for tax advisers
- Unlimited-user practice management software
- Per-user vs per-client pricing for practice management software
- Affordable accounting practice management software UK
- VAT return workflow software
- CT600 workflow software
- CIS return workflow software
- Making Tax Digital workflow software
- Client document collection software for accountants
- Client onboarding software for accountants
- Engagement letter software for accountants
- Best client onboarding software for accountants
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- Client management software for accountants
- Leads management software for accountants
Ready to run your practice in one place?
Free for 60 days, then per-client pricing with unlimited users.
Last updated: . Written by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice, founder of Accotax (which has served over 5,000 clients) and Remindoo.
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.”
