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Resource Library for UK Accountants
Everything a small firm needs to run like a large one: 197 free templates, checklists and how-to guides written by a practising Chartered Accountant.
50 resources
How-To Guides
Practical answers to “how do I…” questions, solved step by step first, then shown in Remindoo.
94 resources
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The letters and emails firms send to clients, previous accountants, HMRC, Companies House and staff. Preview each one free, then download the editable file.
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Interactive, printable checklists for onboarding, compliance, staff and practice management.
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Stage-by-stage growth guides and templates for practice owners.
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197 resources
- Checklist · Client
New Client Onboarding Checklist for Accountants
An effective onboarding process ensures you collect all necessary documentation, set up client records, and establish clear expectations from day one. Using a standardised checklist reduces administrative friction, avoids common compliance oversights, and provides a professional experience for every new client your firm takes on.
- Checklist · Client
Client Offboarding Checklist for Accountants
Professional offboarding is just as important as onboarding. It involves formal disengagement, securing final payments, and transferring records. A structured checklist protects your firm from future liability and ensures the transition is smooth for both your team and the client.
- Checklist · Previous accountant
Client Takeover Checklist for Accountants
Taking over a new client requires professional clearance, receipt of all necessary financial records, and ensuring no filings are missed during the transition. Use this checklist to standardise your takeover procedure and ensure all compliance requirements are satisfied before you start working for your new client.
- Checklist · Client
Self Assessment Tax Return Checklist for Accountants
The annual self assessment deadline is a critical moment in every accounting practice. Using a standardised checklist ensures all income sources are captured, reliefs are claimed, and deadlines are met, reducing last-minute stress and protecting your firm from errors.
- Checklist · Client
VAT Return Checklist for Accountants
VAT returns require precise data and regular reconciliation to avoid HMRC scrutiny. A structured checklist ensures every transaction is correctly categorised, potential errors are identified, and the return is ready for submission well before the deadline.
- Checklist · Client
Mtd Income Tax Readiness Checklist for Accountants
MTD for Income Tax mandates digital record-keeping and regular submissions. Preparing clients now is vital. This checklist guides you through the necessary steps for software adoption, digital linking, and process transformation before the mandatory deadlines.
- Checklist · Client
P11d Checklist for Accountants
P11D filings are often complex due to the variety of benefits offered. A rigorous checklist ensures you capture every taxable benefit, correctly calculate the values, and submit everything by the 6 July deadline to avoid interest and penalties.
- Checklist · Client
Dormant Company Accounts Checklist for Accountants
Even a dormant company has filing obligations. Failing to file correctly can result in penalties or forced strike-off. This checklist ensures you keep your company in good standing, documenting its dormant status every year.
- Checklist · Client
Company Strike Off Checklist for Accountants
Voluntary strike-off is a precise process with mandatory notifications and specific HMRC clearances. This checklist ensures you handle the dissolution orderly, protecting your client from future liabilities by confirming all loose ends are tied before submission.
- Checklist · Client
Sole Trader Setup Checklist for Accountants
Setting up as a sole trader involves registration with HMRC for tax, NICs, and potentially VAT. This checklist ensures your new client has all the foundational elements of their business structure, compliance, and accounting process in place from day one.
- Checklist · Client
Landlord Tax Return Checklist for Accountants
Property income tax reporting has become significantly more complex, especially with mortgage interest relief changes. A structured checklist ensures all allowable expenses, mortgage interest, and property income are captured correctly, avoiding common pitfalls.
- Checklist · Internal
AML Annual Review Checklist for Accountants
AML compliance requires a firm-wide risk assessment that you must review at least annually. This checklist ensures you cover all key risk areas, update your firm's procedures, and document your findings thoroughly, as required by supervisory bodies.
- Checklist · Internal
AML Monitoring Visit Preparation Checklist for Accountants
A successful AML monitoring visit depends on having your firm-wide risk assessment, individual client risk assessments, and training records clearly organised. Review your policies, ensure evidence of ongoing monitoring is up-to-date, and confirm that all staff training is documented to demonstrate compliance with your supervisory body’s standards.
- Checklist · Internal
Gdpr Compliance Accounting Firms Checklist for Accountants
GDPR compliance is about knowing what data you hold, why you hold it, and keeping it secure. Maintain a data inventory, have clear privacy notices, implement robust IT security measures, and ensure your staff are trained to recognise and report data breaches immediately.
- Checklist · Internal
Busy Season Preparation Checklist for Accountants
Successful busy seasons are built on preparation before the rush begins. This involves auditing your client list for missing information early, setting clear internal deadlines, leveraging bulk emails for reminders, and ensuring your team has the capacity to handle the peak volume.
- Checklist · Staff
New Staff Onboarding Checklist for Accountants
Effective onboarding balances administration (IT access, contracts) with culture and training. Assign a mentor, provide a clear roadmap for their first 30 days, and ensure they understand your firm's standards for service and communication.
- Checklist · Staff
Staff Leaver Checklist for Accountants
Offboarding requires a focus on security (revoking access), knowledge transfer (handover notes), and legal compliance (final pay, P45). Start early to ensure a smooth transition of client relationships and tasks.
- Checklist · Internal
Annual Fee Review Checklist for Accountants
Reviewing fees should be a regular, unemotional part of your firm’s management. Look at total time spent versus fixed fees for every client, identify 'scope creep' that hasn't been charged for, and communicate any increases clearly and well in advance.
- Checklist · Internal
Practice Software Migration Checklist for Accountants
Software migration requires detailed planning: audit your data, choose the right time (avoiding busy seasons), clean your existing files, and run parallel testing before going fully live. Always keep an archive of your old data for compliance and historical reference.
- Checklist · Internal
Month End Practice Management Checklist for Accountants
A monthly review ensures you aren't just reacting to crises. Review your firm's KPIs (capacity, utilisation, debtors), plan upcoming client deadlines, and touch base with your team to clear bottlenecks before they become urgent.
- Checklist · Internal
Year End Practice Review Checklist for Accountants
An annual review is the strategic heart of your practice. Analyse your financial health, client satisfaction, staff performance, and operational efficiency over the past year. Use these insights to set clear, actionable goals for the next 12 months.
- Checklist · Internal
Client Deadline Audit Checklist for Accountants
A regular deadline audit is your safety net. Review all upcoming Companies House and HMRC filings, verify that you have all required information from clients, and ensure your team knows who is responsible for what. Identify any 'at-risk' clients early.
- Checklist · Internal
Lead Follow Up Checklist for Accountants
Responsiveness is your biggest competitive advantage. Have a standard process for every lead: acknowledge immediately, schedule a discovery call, send a follow-up summary, and keep the relationship warm until they decide—or you decide they aren't the right fit.
- Checklist · Internal
Engagement Letter Review Checklist for Accountants
Review your engagement letters annually. Ensure they clearly define the scope of work, fees, responsibilities of both parties, and include robust clauses for limitation of liability, data protection, and termination. If the client’s requirements change, update the engagement letter *before* you do the work.
- Checklist · Internal
CDD and EDD Checklist for Accountants
Use this checklist to document who the client and beneficial owners are, why the relationship makes sense, which risk factors apply, what evidence you checked, whether enhanced measures are required and who approved the decision.
- Checklist · Internal
AML Ongoing Monitoring Schedule
Set a documented review cadence for each risk band, then review sooner when ownership, activity, instructions, geography, adverse information or another relevant factor changes. A calendar date must not prevent an earlier risk-triggered review.
- Checklist · Staff
Offshore Team Onboarding Checklist for Accountants
Onboarding offshore or outsourced team members properly protects client data and sets clear expectations from day one. This checklist covers agreements, access controls, training and confirming who is doing what before any client work is handed over.
- Checklist · Staff
Offshore Leaver Access Checklist for Accountants
When an offshore or outsourced team member leaves the provider, or is moved off your account, access to your systems and client data needs to be removed promptly. This checklist helps ensure nothing is left open after someone stops working on your firm's files.
- Checklist · Internal
QA Review Checklist for Accountants
Work carried out by an outsourcing or offshore provider still needs a proper quality review by your firm before it reaches a client. This checklist sets out review points across Accounts, VAT, Bookkeeping, Payroll and SA to help catch errors before sign-off.
- Checklist · Internal
Outsourcing Provider Due Diligence Checklist for Accountants
General guidance, not legal advice. Take advice on your contracts and data transfers. This checklist helps you assess a prospective outsourcing or offshore provider before signing an agreement, covering security, data protection, quality controls and business continuity. Take legal and, where relevant, technical advice before finalising the arrangement.
- Checklist · Internal
Transfer Risk Assessment Checklist for Accountants
General guidance, not legal advice. Take advice on your contracts and data transfers. A transfer risk assessment (TRA) helps you consider whether it's appropriate to transfer client personal data to a provider outside the UK, and what safeguards are needed. This checklist is a general prompt only — take legal advice and refer to current ICO guidance before relying on it.
- Checklist · Internal
MTD ITSA Checklist for Accountants
An MTD ITSA checklist helps your practice identify which sole trader and landlord clients fall in scope, confirm their qualifying income, set up digital record keeping, agree who sends quarterly updates, and build a repeating internal timetable. In Remindoo you turn each stage into recurring tasks per client so nothing slips.
- Checklist · Client
How to Prepare Clients for MTD ITSA
Preparing clients for MTD ITSA means segmenting your client base by readiness, communicating in plain English, converting record keeping, repricing the engagement and running a trial quarter. Remindoo turns that plan into tracked tasks per client so you can see how many are actually ready.
- Checklist · Internal
CT600 Preparation Checklist for Accountants
A CT600 preparation checklist covers the records you need from the client, the accounts adjustments to review, the claims and reliefs to consider, and the sign-off steps before filing. In Remindoo each stage becomes a sub-task on a recurring corporation tax job, so every company follows the same route.
- Checklist · Internal
Month-End Close Checklist for Accountants
A month-end close checklist standardises the reconciliations, accruals, prepayments and review steps behind management accounts. Used consistently it shortens the close and makes reviews faster. In Remindoo the close becomes a recurring monthly job with sub-tasks, so any team member can pick it up.
- Checklist · Internal
Accounting Deadline Checklist for UK Practices
An accounting deadline checklist brings together the recurring statutory dates UK practices manage: annual accounts, corporation tax, confirmation statements, VAT returns, payroll and CIS submissions, and self assessment. Remindoo tracks them per client with internal deadlines set ahead of each statutory date.
- Checklist · Client
Client Document Request Checklist for Accountants
A client document request checklist lists exactly what you need for each service, in language clients understand, so records arrive complete first time. Remindoo turns each list into a request with attachments collected through the client portal, plus automatic reminders until everything has arrived.
- Checklist · Client
Year-End Accounts Records Request Checklist
A year-end accounts records request checklist sets out every document needed to prepare statutory accounts, grouped by where the client keeps it. Sending the full list with a records deadline, then chasing only what is missing, is what gets year ends finished early. Remindoo automates the request and the follow-ups.
- Checklist · Client
Client Disengagement Checklist for Accountants
A client disengagement checklist covers giving proper notice, confirming what work is and is not complete, handing over records, removing agent authorisations, retaining AML and working papers, and closing the file. Remindoo tracks each step as a task so nothing is left half-finished.
- Checklist · Staff
New Employee Onboarding Checklist for Accounting Firms
A new employee onboarding checklist for an accounting firm covers contracts and right-to-work checks, system access by role, AML and data protection training, client introductions and structured reviews in the first three months. Remindoo tracks each step with owners and dates so induction does not depend on one manager remembering.
- Checklist · Internal
Monthly Bookkeeping Checklist for UK Accountants and Bookkeepers
A monthly bookkeeping checklist covers the tasks that keep a client's books accurate: reconciling every bank and card account, posting sales and purchases, clearing suspense, posting payroll journals, checking VAT coding and reviewing debtors and creditors. Running the same list each month makes quarter-end VAT and year-end accounts far quicker. Remindoo turns it into a recurring task per client.
- Checklist · Internal
Payroll Implementation Checklist for a New UK Payroll Client
A payroll implementation checklist makes sure a new payroll client is set up correctly before the first pay run: employer PAYE registration and references, agent authorisation, employee starter details, year-to-date figures from any previous provider, pension scheme and auto-enrolment duties, pay dates and approval process. Getting these right first avoids RTI errors and HMRC penalties.
- Checklist · Internal
Year-End Payroll Processing Checklist (UK)
Year-end payroll in the UK means sending the final Full Payment Submission for the tax year ending 5 April (or an Employer Payment Summary by 19 April if needed), giving employees P60s by 31 May, filing P11Ds and paying Class 1A National Insurance by the July deadlines, and updating tax codes and rates for the new year. Check each date on GOV.UK.
- Guide · Client
How to Send a Monthly Newsletter to Your Accountancy Clients
A monthly newsletter is a low-friction way to maintain visibility and share essential tax and business updates with your client base. By providing consistent, high-value information, you position your practice as a proactive partner, ensuring clients feel supported and well-informed throughout the financial year.
- Guide · Client
How to Send a Letter of Engagement to a New Client
Issuing a formal letter of engagement is a requirement for all UK professional bodies. It defines the scope of work, sets out the fee structure, and outlines the responsibilities of both parties. This ensures legal protection for your firm and provides clarity to the client from day one.
- Guide · Client
How to Get an Engagement Letter Signed Electronically
Electronic signatures are a secure, efficient way to finalise engagement letters. By using a dedicated e-signature platform, you can send documents instantly, track their progress, and store completed versions securely with a full audit trail, meeting all UK professional and legal standards for document execution.
- Guide · Staff
How to Manage Tasks in an Accounting Practice
Managing tasks effectively involves breaking down client work into manageable steps, assigning responsibility clearly, and tracking progress against deadlines. By centralising your firm's tasks, you gain visibility into your team’s workload, ensuring that every job is completed on time and to the required standard.
- Guide · Client
How to Set Up Automated Reminders for Clients
Automated reminders ensure your clients are prompted for records and informed of deadlines without manual effort from your team. By setting up a sequence of well-timed emails, you improve data collection rates and ensure your clients never miss a critical filing date, all while freeing up staff for higher-value work.
- Guide · Staff
How to Automate Recurring Accounting Work
Automating recurring work involves setting up templates and schedules for regular tasks like VAT, payroll, and monthly accounts. Once configured, these tasks are automatically generated at the right time, with the correct assignees and subtasks, ensuring your firm operates like a well-oiled machine without constant manual intervention.
- Guide · Staff
How to Track Companies House Deadlines for All Clients
Tracking Companies House deadlines requires a reliable system that monitors both confirmation statement and annual accounts filing dates for every limited company client. By centralising these deadlines and setting up early alerts, you ensure that your firm has ample time to gather information and file correctly, avoiding costly late filing penalties.
- Guide · Staff
How to Onboard a New Accounting Client
Onboarding a new client involves a series of critical steps: completing AML checks, issuing an engagement letter, requesting professional clearance, and setting up the client in your internal systems. By following a standard checklist, you ensure a professional experience for the client and compliance for your firm from the very first day.
- Guide · Staff
How to Record an AML Risk Assessment for a Client
Recording an AML risk assessment involves evaluating each client against specific risk factors such as business type, location, and nature of transactions. You must document your findings, assign a risk score (e.g., Low, Medium, High), and ensure the assessment is reviewed regularly to meet your professional body's requirements and the 2017 AML Regulations.
- Guide · Staff
How to Chase Clients for Records Without Losing Hours
Chasing clients effectively requires a combination of early requests, clear instructions, and automated follow-ups. By standardising what you need and when you need it, and using technology to send reminders, you can significantly reduce the time your team spends on manual emails and phone calls, ensuring you have the data you need to hit deadlines.
- Guide · Client
How to Build a Proposal for Accounting Services
Building a professional accounting proposal involves clearly defining the services provided, outlining the benefits to the client, and presenting a transparent fee structure. By using standardised templates and professional formatting, you ensure your firm stands out and that the client fully understands what they are buying and why you are the right choice.
- Guide · Staff
How to Create a Services and Pricing Catalogue
Creating a services and pricing catalogue involves documenting every service your firm offers, defining the scope of each, and setting clear, consistent pricing rules. This standardisation helps your team produce accurate quotes quickly, prevents 'scope creep', and ensures that every client is charged fairly and profitably for the work you do.
- Guide · Staff
How to Track Leads and Enquiries
Tracking leads and enquiries involves recording every initial contact, categorising the opportunity, and following a defined follow-up process. By using a centralised pipeline, you can see the status of every lead at a glance, ensure timely responses, and measure the effectiveness of your marketing efforts in real-time.
- Guide · Staff
How to Add a Lead Capture Form to Your Website
Adding a lead capture form involves placing a simple, attractive form on your website where visitors can leave their contact details in exchange for a call back or a resource. By integrating this form with your lead tracking system, you ensure that every enquiry is automatically logged and ready for your team to follow up instantly.
- Guide · Staff
How to Assign Leads Fairly Across Your Team
Assigning leads fairly involves using a structured approach—such as 'Round Robin' or skill-based routing—to distribute new enquiries among your team. By automating this process, you eliminate bias, prevent overloading individual staff members, and ensure that every prospective client is contacted by the most appropriate person as quickly as possible.
- Guide · Internal
How to Set Internal Deadlines Before Filing Deadlines
Internal deadlines provide a vital safety buffer, ensuring work is completed well ahead of statutory HMRC or Companies House submission dates. By setting these targets, you drastically reduce last-minute stress, allow ample time for thorough reviews, and protect your firm from penalties caused by unexpected delays or client data issues.
- Guide · Internal
How to Reassign Work When Staff Are Off
When a team member is unexpectedly away, you must be able to reassign their open tasks immediately. Having a centralised system allows you to identify what needs attention, delegate to capable staff, and ensure client deadlines remain secure, preventing any disruption in service.
- Guide · Internal
How to Snooze Non-Urgent Tasks During Busy Season
Busy season demands intense focus on statutory compliance. By snoozing internal projects, non-urgent training, or low-priority admin, you clear your daily task list of noise. This ensures you and your team remain focused on high-value, deadline-driven work when it matters most.
- Guide · Internal
How to Break Jobs Into Subtasks
Large accounting jobs, such as year-end accounts, are often overwhelming. Breaking them into smaller subtasks makes the work measurable, allows for clearer team delegation, and gives you real-time visibility on project progress. It transforms a vague 'Do Accounts' task into a series of clear, achievable steps.
- Guide · Internal
How to Standardise Services With Templates
Standardising your services ensures that every client receives the same high-quality work, regardless of which team member handles it. By using templates for recurring tasks and subtasks, you remove the guesswork, save time on setup, and create a scalable practice that doesn't depend on one person’s knowledge.
- Guide · Internal
How to Estimate Time for Each Accounting Job
Accurate time estimation is the bedrock of capacity planning and profitability. Without knowing how much time each job takes, you can’t price effectively or manage your team’s workload. By tracking actual vs. estimated time, you can refine your estimates over time.
- Guide · Internal
How to See Staff Workload and Capacity
Managing a practice requires a bird’s-eye view of your team’s workload. By clearly visualising who is doing what and how much time they have available, you can rebalance tasks, avoid burnout, and ensure all client deadlines are met.
- Guide · Internal
How to Measure Staff Productivity
Productivity isn’t just about hours worked; it’s about the value produced in that time. By measuring task completion rates, adherence to internal deadlines, and time spent versus estimates, you get a clear picture of your firm’s operational efficiency.
- Guide · Internal
How to Set Up Roles and Permissions for Staff
Setting up roles and permissions is about balancing security with efficiency. By tailoring access rights to each staff member’s responsibilities, you prevent accidental data breaches, reduce clutter, and maintain a clear, secure hierarchy in your system.
- Guide · Internal
How to Create Teams and Team Leads
As your practice grows, a flat structure becomes unmanageable. Grouping staff into teams based on service line or client base, each led by a team lead, creates clear communication channels and allows you to scale more effectively.
- Guide · Client
How to Personalise Bulk Emails With Client Details
Bulk emails don’t have to feel like mass-marketing messages. By using personalisation tokens—which automatically pull details like names or UTRs from your client records—you can send individualised emails to hundreds of clients at once.
- Guide · Client
How to Share Documents Securely With Clients
Emailing sensitive documents is insecure and increasingly unacceptable under GDPR. A client portal provides a secure, centralised, and trackable way to exchange files, protecting client information and keeping your practice compliant.
- Guide · Internal
How to Keep a Full History of Every Client
A full client history is essential for providing excellent service. By centralising every email, note, and task in a single client timeline, you ensure anyone on your team can step in and know exactly what is happening.
- Guide · Client
How to Ask Every Client for a Referral in One Email
The most effective source of new business is your existing satisfied clients. By sending a targeted, personalised bulk email, you can spark conversations that lead to high-quality referrals with minimal effort.
- Guide · Internal
MTD for Income Tax Deadlines: The Full Timetable
MTD for Income Tax replaces one annual deadline with quarterly update deadlines plus a final declaration after the tax year ends. Payment dates for income tax are unchanged. Remindoo tracks every period per client as a recurring job with your own internal deadline in front of the statutory one.
- Guide · Internal
How to Manage MTD Quarterly Updates for Accountants
Managing MTD quarterly updates means turning one annual process into a repeating quarterly routine: request records on a schedule, chase what is missing, review the figures, then submit in your filing software. Remindoo creates the recurring jobs, sends the reminders and shows which clients are holding the quarter up.
- Guide · Internal
MTD Software for Accountants: What Your Practice Needs
Practices need two things for Making Tax Digital: MTD-compatible filing software that submits to HMRC, and practice management software that tracks the quarterly deadlines, chases client records and assigns the work. Remindoo is the second part — it manages the workflow around every quarterly update and final declaration.
- Guide · Internal
MTD Digital Record-Keeping Requirements Explained
Making Tax Digital requires business income and expenses to be kept in digital form and transferred between systems by digital link rather than retyping. For practices, the work is moving spreadsheet and paper clients onto software and proving the data path holds together. Remindoo tracks that conversion client by client.
- Guide · Internal
Shared MTD Access for Accountants and Bookkeepers
When a bookkeeper and an accountant both serve a client under MTD, the split of duties must be written down: who records transactions, who reviews, who submits each quarterly update and who handles the final declaration. Remindoo gives each party their own role-based access so everyone sees their own work without seeing everything.
- Guide · Client
Making Tax Digital for Sole Traders: A Practice Guide
Making Tax Digital for sole traders means in-scope self-employed clients keep digital records and send quarterly updates of business income and expenses, followed by a final declaration. For practices the work is conversion, chasing and repricing. Remindoo handles the recurring jobs, records requests and deadline tracking.
- Guide · Client
Making Tax Digital for Landlords: What Accountants Need to Know
Making Tax Digital for landlords brings in-scope property income into quarterly reporting. Gross rents count towards the threshold, so landlords with mortgaged portfolios can be in scope despite modest profits. Remindoo tracks each landlord's quarterly jobs, chases statements and keeps property records on the client file.
- Guide · Internal
MTD ITSA £30,000 Threshold From April 2027
The £30,000 qualifying income threshold brings a much larger group of smaller sole traders and landlords into MTD for Income Tax from April 2027. These clients typically keep the weakest records, so practices should start segmenting and converting them now. Always confirm the current thresholds and dates on GOV.UK.
- Guide · Internal
How to Automate an Accounting Practice
Automating an accounting practice means removing manual steps from four places: creating recurring jobs, chasing client records, onboarding new clients, and reporting on workload. Each one is repetitive and rule-based. Remindoo generates recurring work, sends client reminders automatically and reports on capacity without a spreadsheet.
- Guide · Internal
How to Scale an Accounting Firm
Scaling an accounting firm means making the work repeatable before adding volume: standard processes per service, capacity planning by person, pricing that holds at scale, and systems that show the whole firm on one screen. Remindoo supports that with service templates, recurring work, role-based access and utilisation reporting.
- Guide · Internal
How to Grow a Small Accounting Firm
Small firms grow fastest by narrowing their focus, systematically asking for referrals, standardising delivery so work does not depend on the owner, and freeing owner time from admin. Remindoo removes the admin — recurring jobs, client chasing and onboarding — so the owner's hours go into clients and growth.
- Guide · Internal
How to Win More Accounting Clients
Winning more accounting clients is mostly about conversion, not more enquiries: reply the same day, quote within 48 hours, follow up at least twice, and make onboarding smooth. Remindoo captures enquiries, tracks them through a pipeline, sends proposals and engagement letters for e-signature, and starts onboarding automatically.
- Guide · Internal
How to Improve Accounting Firm Profitability
Improving profitability means knowing your time per client, repricing legacy fees, eliminating rework caused by late or incomplete records, and collecting fees faster. Remindoo records time against jobs, shows recorded time versus fee per client, and automates the chasing that causes most rework.
- Guide · Internal
How to Improve Accounting Team Productivity
Team productivity improves when workloads are balanced before deadlines bunch, every job has one owner, handovers carry notes, and interruptions are reduced by batching similar work. Remindoo shows each person's workload, tracks ownership and keeps job notes on the client record.
- Guide · Internal
How to Reduce Admin in an Accounting Firm
Most practice admin sits in four places: chasing clients, setting up recurring jobs, hunting for documents, and rekeying the same data. All four can be removed with templates, automated reminders, a client portal and one system of record. Remindoo covers all four.
- Guide · Internal
Accounting Practice Management Tips
The practices that run calmly share the same habits: internal deadlines ahead of statutory ones, one owner per job, documented services, weekly workload reviews, automated client chasing and annual fee reviews. Remindoo supports each of these in one system with unlimited users.
- Guide · Client
Companies House Identity Verification for Accountants
Companies House identity verification requires directors, people with significant control and those filing on a company's behalf to have their identity verified. Accountants either direct clients to verify themselves or, as a registered authorised corporate service provider, verify them. Remindoo tracks which clients are verified and chases the rest.
- Guide · Client
How to Verify Client Directors' Identity With Companies House
To verify client directors' identity, first list every director and PSC, then choose a route: the director verifies directly with Companies House, or an authorised corporate service provider verifies them. Record the outcome per person and keep the evidence. Remindoo tracks status, stores documents and automates the chasing.
- Guide · Internal
The Economic Crime and Corporate Transparency Act for Accountants
The Economic Crime and Corporate Transparency Act reforms Companies House, introduces identity verification for directors and PSCs, creates authorised corporate service provider registration, and brings in a failure to prevent fraud offence. Practices need verification tracking, tighter filing processes and documented fraud prevention procedures.
- Guide · Internal
The Failure to Prevent Fraud Offence for Accounting Firms
The failure to prevent fraud offence can make an in-scope organisation liable where an associated person commits fraud intending to benefit it. The defence is having reasonable fraud prevention procedures. For practices that means a written risk assessment, clear policies, training records and monitoring you can evidence.
- Guide · Internal
AML Supervision Reform for Accountants
AML supervision reform concerns how anti-money laundering supervision of accountancy and legal firms is structured in the UK, including proposals to consolidate supervisors. Whatever the outcome, practices are judged on the same evidence: a current firm-wide risk assessment, client risk assessments, due diligence records, training logs and monitoring. Remindoo keeps that evidence in one place.
- Scale guide · Internal
From Sole Practitioner to First Hire: The Systems You Need
Scaling a sole practice requires moving away from reliance on your own memory towards documented SOPs. Before hiring, standardise your service templates, implement a centralised task management system, and establish clear roles. This ensures your first employee can follow existing processes effectively, maintaining high service quality without requiring constant supervision.
- Scale guide · Internal
Growing From 100 to 500 Clients
Growth from 100 to 500 clients requires moving from a flat structure to a team-based model. You must invest heavily in automation, robust capacity planning, and standardised KPIs. Focus on client profitability, identifying high-maintenance clients, and scaling your service delivery through automated recurring tasks and clear internal roles.
- Scale guide · Internal
Growing From 500 to 1,500+ Clients
At this scale, you are running a substantial enterprise. Success depends on clear departmental structures (e.g., Accounts, Tax, Payroll), high-level KPIs, and a deep reliance on technology. Delegation is total; your focus should be on strategy, culture, and high-value advisory, while your team manages the compliance factory.
- Scale guide · Internal
Building an SOP Library for Your Firm
Start by auditing your most common tasks, then write simple, step-by-step guides for each. Use a centralised, easily accessible platform. Keep them updated through regular reviews, ensuring your team has ownership and the authority to suggest improvements. The goal is clarity and consistency, not complexity.
- Scale guide · Internal
Org Chart Template for Growing Accounting Firms
A functional org chart for an accounting firm separates compliance, advisory, and operations. Use this template to map out roles as you grow from a single practitioner to a multi-departmental firm. Clarifying these lines prevents bottlenecks and ensures accountability across your practice.
- Scale guide · Internal
KPI Dashboard Template for Practice Owners
A solid KPI dashboard monitors your firm's health across finance, efficiency, and clients. Use this template to track key metrics like utilisation rates, client churn, average fees, and turnaround times. Regularly reviewing these will help you identify issues early and pivot your strategy effectively.
- Scale guide · Internal
Capacity Planning Template
Effective capacity planning matches your team's available hours against the estimated time for all work in your pipeline. Use this template to forecast future workload, identify potential capacity gaps, and make informed hiring or workflow-adjustment decisions. Don't wait for busy season to plan your capacity.
- Scale guide · Internal
Pricing Review Template: Find Your Underpriced Clients
Conduct a regular pricing review by comparing the actual time spent on each client's services against the fee they pay. This template guides you through analysing your data, identifying underpriced work, and preparing for necessary conversations with clients about fee increases. Don't subsidise your clients' businesses with your own profit.
- Scale guide · Internal
Hiring Plan Template for Accounting Firms
A proactive hiring plan links your firm's growth targets to your talent needs. Use this template to define role requirements, budget for new hires, and build a consistent interview process that evaluates both technical skills and cultural fit. Never hire in a panic; plan your growth to recruit at your own pace.
- Scale guide · Internal
The Partner Bottleneck: Delegating Without Losing Quality
Overcoming the partner bottleneck requires moving from 'doing' to 'delegating'. This involves creating rigorous QC processes, trusting your team, and shifting your role to support and strategy. Delegate the work, but retain the ownership of the client outcome by maintaining high-level oversight through your practice management system.
- Template · Client
Letter of Engagement Template (UK, Free Download)
This professional letter of engagement template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Engagement Letter Schedule Accounts & Corporation Tax Template (UK, Free Download)
This professional engagement letter schedule accounts corporation tax template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Self Assessment Engagement Letter Schedule Template (UK, Free Download)
This professional engagement letter schedule self assessment template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
VAT Engagement Letter Schedule Template (UK, Free Download)
This professional engagement letter schedule vat template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Payroll Engagement Letter Schedule Template (UK, Free Download)
This professional engagement letter schedule payroll template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Bookkeeping Engagement Letter Template (UK, Free Download)
This professional engagement letter schedule bookkeeping template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
MTD Engagement Letter Schedule Template (UK, Free Download)
This professional engagement letter schedule mtd income tax template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Accountant Fee Quote Template (UK, Free Download)
This professional proposal fee quote letter template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Welcome Letter for New Client Template (UK, Free Download)
This professional welcome letter new client template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Annual Fee Increase Letter Template (UK, Free Download)
This professional annual fee increase letter template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Additional Fees Letter Client Template (UK, Free Download)
This professional scope change additional work letter template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Disengagement Letter Accountant Template (UK, Free Download)
This professional disengagement letter template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Disengagement Letter for Non-Payment Template (UK, Free Download)
This professional disengagement letter non payment template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Disengagement Letter for Missing Records Template (UK, Free Download)
This professional disengagement letter missing records template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Letter Declining to Act Template (UK, Free Download)
This professional letter declining to act template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Client Complaint Response Letter Accountant Template (UK, Free Download)
This professional client complaint response letter template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Overdue Fees Letter Accountant Template (UK, Free Download)
This professional overdue fees letter template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Referral Request Email Template (UK, Free Download)
This professional referral request email template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Review Request Email Template (UK, Free Download)
This professional google review request email template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Accountant Newsletter Template (UK, Free Download)
This professional client newsletter template template is designed for UK accountants and bookkeepers. It helps you maintain clear communication, protect your practice, and ensure compliance with professional standards. Simply download, customise with your firm's details, and send to your client.
- Template · Client
Self Assessment Information Request Template (UK, Free Download)
A self assessment information request should clearly outline exactly what income and expense documents are required. By using a standardised template, you reduce back-and-forth communication, ensure you have all the necessary information before starting the return, and maintain professional standards with your clients.
- Template · Client
Year End Accounts Information Request Template (UK, Free Download)
A year-end accounts information request should ask for trial balances, bank reconciliations, loan statements, and details of assets acquired during the period. Using a clear template ensures you have the necessary documentation to prepare the CT600 and financial statements without unnecessary delays.
- Template · Client
VAT Records Request Email Template (UK, Free Download)
A VAT records request email should clearly specify the period covered and the types of documents required, such as purchase invoices, sales records, and any specific expense documentation. Standardising this request ensures you have everything for the return within the filing window.
- Template · Client
MTD for Income Tax Quarterly Request Template (UK, Free)
An MTD for Income Tax quarterly information request should specify the digital records needed for the three-month period. It must cover all business income and expenses to ensure the quarterly update is accurate. Providing a clear template helps clients transition to digital record-keeping requirements.
- Template · Client
Confirmation Statement Information Request Template (UK, Free)
A confirmation statement information request asks the client to verify that the information held by Companies House—such as registered office, officers, and share capital—is still correct. It is a vital check to ensure statutory records remain up to date each year.
- Template · Client
Payroll New Starter Information Request Template (UK, Free)
A payroll new starter information request collects essential details such as full name, address, NI number, and tax code information (usually via a P45 or starter checklist). This ensures the correct tax and NI are deducted from the first payday.
- Template · Client
Payroll Monthly Changes Request Template (UK, Free)
A payroll monthly changes request is sent to employers to gather updates like overtime, bonuses, unpaid leave, or staff departures. Using a structured request prevents late adjustments and ensures employees are paid correctly and on time.
- Template · Client
CIS Monthly Information Request Template (UK, Free)
A CIS monthly information request asks for details of all payments made to subcontractors within the tax month. This includes gross pay, materials costs, and the CIS tax deducted, ensuring the monthly return is filed correctly by the 19th.
- Template · Client
P11D Expenses and Benefits Request Template (UK, Free)
A P11D information request asks employers to provide details of non-salary benefits provided to employees, such as company cars, private medical insurance, and beneficial loans. This data is essential for filing P11D forms and calculating Class 1A National Insurance.
- Template · Client
Management Accounts Information Request Template (UK, Free)
A management accounts information request specifies the data needed for mid-year reporting, such as current month sales, accruals, prepayments, and stock valuations. Timely delivery of this information is crucial for providing accurate, up-to-date business advice.
- Template · Client
Bookkeeping Records Request Email Template (UK, Free)
A bookkeeping records request is a routine email sent to clients asking for their bank statements, sales invoices, and expense receipts for a specific period. Standardising this request reduces missing data and ensures a smooth workflow for your bookkeeping team.
- Template · Client
Landlord Rental Income Request Template (UK, Free)
A landlord rental income information request should ask for details of all rents received and a breakdown of allowable expenses like repairs, management fees, and insurance. It is also important to request mortgage interest statements to calculate tax relief correctly.
- Template · Client
Capital Gains Information Request Template (UK, Free)
A capital gains information request asks for the dates and values of both the acquisition and disposal of an asset. It also requires details of costs like legal fees, stamp duty, and improvements, which are necessary to calculate the gain and any tax due.
- Template · Client
Company Formation Information Request Template (UK, Free)
A company formation information request gathers the essential data for Companies House, including the proposed name, registered office, and details of directors and shareholders. It also covers the share structure and Persons with Significant Control (PSC) information.
- Template · Client
AML Document Request Template (UK, Free)
An onboarding AML documents request asks the client for government-issued photo identification and recent proof of address. This is a mandatory step in the 'Know Your Customer' (KYC) process, ensuring the firm complies with UK AML regulations before starting any work.
- Template · Client
Company Strike Off Information Request Template (UK, Free)
A company strike off information request ensures that the directors have met all legal prerequisites, such as ceasing trade for three months and notifying all interested parties. It collects the signatures and confirmations needed to file the DS01 form with Companies House.
- Template · Client
Final Reminder Records Not Received Template (UK, Free)
A final reminder for records not received is an urgent communication sent when a filing deadline is imminent. It clearly states the consequences of non-submission, such as late-filing penalties and the firm’s inability to guarantee timely completion of the work.
- Template · Previous accountant
Professional Clearance Letter Template (UK, Free Download)
Professional clearance is a formal request sent to the outgoing accountant to ensure there are no ethical or professional reasons preventing you from acting for a new client. It is a mandatory requirement under ICAEW/ACCA professional conduct in relation to taxation and changes in professional appointment.
- Template · Previous accountant
Professional Clearance Follow-up Template (UK, Free Download)
If you do not receive a response to your initial professional clearance request, it is essential to follow up formally. This ensures you maintain your professional audit trail and confirms you have made reasonable efforts to fulfil your obligations under professional conduct rules.
- Template · Previous accountant
Reply to Professional Clearance Template (UK, Free Download)
When you receive a professional clearance request, you must respond promptly. Ensure you address the request for clearance and provide the handover information as requested, provided the client has authorised the release.
- Template · Previous accountant
Handover Information Request Template (UK, Free Download)
A handover information request ensures that when you take on a new client, you have the necessary documentation, such as tax history and filings, to continue their service seamlessly. It is part of the standard professional process.
- Template · HMRC
HMRC Late Filing Penalty Appeal Template (UK, Free Download)
If you have a reasonable excuse for filing a tax return late, you can appeal an HMRC penalty. You must typically do this within 30 days of the penalty notice. [VERIFY] Many appeals can now be submitted online through your HMRC online account.
- Template · HMRC
HMRC Late Payment Penalty Appeal Template (UK, Free Download)
If you have missed a tax payment deadline due to reasons beyond your control, you can appeal the resulting late payment penalty. Similar to filing penalties, you must demonstrate a reasonable excuse and appeal within 30 days. [VERIFY] Some payment appeals can be done via your online tax account.
- Template · HMRC
Close Self Assessment Record Template (UK, Free Download)
If your circumstances have changed—for example, you have ceased self-employment or your income has fallen below the filing threshold—you should notify HMRC to close your Self Assessment record. This prevents unnecessary late filing penalties in the future. [VERIFY] You can often do this online through the 'Stop Self Assessment' service.
- Template · HMRC
HMRC Repayment Request Template (UK, Free Download)
If you have overpaid tax, you can request a repayment from HMRC. While most refunds are triggered automatically after filing a return, a formal request may be needed if a refund is delayed or if you are claiming a repayment for an earlier period. [VERIFY] You can check your repayment status in your online tax account.
- Template · HMRC
HMRC Complaint Letter Template (UK, Free Download)
If you have experienced poor service, significant delays, or repeated errors from HMRC, you can file a formal complaint. HMRC has a structured complaints process, and you should typically start by contacting the relevant department before escalating to a formal letter. [VERIFY] Complaints can also be submitted online in some cases.
- Template · HMRC
HMRC Time to Pay Preparation Notes Template (UK, Free Download)
A 'Time to Pay' (TTP) arrangement allows you to pay your tax debt in manageable instalments. To be successful, you must prepare thoroughly, demonstrating why you cannot pay in full and showing that you can afford the proposed plan. [VERIFY] You can often set up simple TTP plans online for Self Assessment and VAT.
- Template · HMRC
HMRC Compliance Check Response Template (UK, Free Download)
When HMRC opens a compliance check, you must respond promptly and accurately. Provide the requested information clearly and only what is asked for. [VERIFY] You can sometimes submit documents via secure email or the HMRC document upload service if invited to do so.
- Template · Companies House
Companies House Late Filing Penalty Appeal Template (UK, Free Download)
Companies House penalties for late filing are automatic and strict. To successfully appeal, you must demonstrate exceptional circumstances that prevented filing on time. [VERIFY] You can submit an appeal online through the Companies House service.
- Template · Companies House
Objection to Strike Off Template (UK, Free Download)
If a company is being struck off (either voluntarily or by Companies House) and you have a valid reason to stop it—such as being owed money or wanting to bring a legal claim—you must file an objection. [VERIFY] You can often submit an objection via email or the online 'Object to strike-off' service.
- Template · Companies House
Companies House Extension Request Notes Template (UK, Free Download)
You can apply for more time to file your company accounts if an unplanned event beyond your control prevents you from meeting the deadline. You must apply *before* the deadline expires. [VERIFY] Most extension requests must now be made online.
- Template · Staff
Employment Contract for Accountancy Staff Template (UK, Free Download)
An employment contract is essential for defining the relationship between your firm and the employee. It should cover duties, hours, salary, holidays, and confidentiality, ensuring both parties understand their rights and obligations under UK employment law.
- Template · Staff
Trainee Study Agreement & Clawback Template (UK, Free Download)
A study agreement outlines the support your firm provides for professional qualifications, including costs and leave, while the clawback clause ensures you recover these costs if the trainee leaves shortly after qualifying.
- Template · Staff
Job Offer Letter Template (UK, Free Download)
A job offer letter confirms the key terms of the offer, including salary, start date, and role, acting as a precursor to the formal employment contract.
- Template · Staff
Confidentiality & Non-Solicitation Agreement Template (UK, Free Download)
A non-solicitation and confidentiality agreement prevents employees from poaching your clients or disclosing your firm's trade secrets after they leave.
- Template · Staff
Probation Review Letter Template (UK, Free Download)
A probation review letter provides a formal record of your discussion regarding a new employee's progress during their probation period.
- Template · Staff
Staff Leaver Letter Template (UK, Free Download)
A staff leaver letter acknowledges an employee's resignation or termination, confirming their final day and any post-employment obligations.
- Template · Staff
Homeworking Policy Template (UK, Free Download)
A homeworking policy sets out the expectations, security requirements, and support for employees working remotely, ensuring productivity and data protection.
- Template · Staff
Staff Data Protection Policy Template (UK, Free Download)
A staff data protection policy outlines how your firm handles employee personal data and the responsibilities of staff in protecting client data, ensuring GDPR compliance.
- Template · Internal
AML Firm-Wide Risk Assessment Template (UK, Free Download)
A firm-wide risk assessment is a requirement under AML regulations to identify and mitigate risks of money laundering and terrorist financing within your entire practice.
- Template · Internal
AML Client Risk Assessment Form Template (UK, Free Download)
This form helps you assess and record the money laundering risk of each individual client, helping you decide the level of due diligence required.
- Template · Internal
AML Policy & Procedures Template (UK, Free Download)
An AML policy and procedures document outlines the specific steps your firm takes to prevent money laundering, from onboarding to reporting suspicious activities.
- Template · Client
Privacy Notice for Accountancy Clients Template (UK, Free Download)
A privacy notice is a legal requirement under GDPR, explaining what data you collect, why you collect it, and the rights clients have over their information.
- Template · Client
Data Processing Agreement Template (UK, Free Download)
A Data Processing Agreement (DPA) is a legally binding contract that states the rights and obligations of each party concerning the processing of personal data, as required by GDPR.
- Template · Client
Terms of Business Template (UK, Free Download)
Your Terms of Business set out the general legal rules for how you work with clients, covering fees, liability, and dispute resolution across all services.
- Template · Client
Letter of Authority Template (UK, Free Download)
A Letter of Authority (LoA) allows you to correspond with third parties, such as banks or previous accountants, on behalf of your client.
- Template · Internal
SOP Template (UK, Free Download)
A Standard Operating Procedure (SOP) is a step-by-step document that describes how to complete a specific task in your firm, ensuring consistency and quality.
- Template · Internal
Internal File Review Form Template (UK, Free Download)
An internal file review form is used to check that client files are complete, accurate, and compliant with professional standards and firm policies.
- Template · Internal
Job Handover Note Template (UK, Free Download)
A job handover note ensures that a new team member has all the information they need to pick up a client's work without disruption.
- Template · Client
Client Meeting Notes Template (UK, Free Download)
Meeting notes provide a formal record of discussions, advice given, and agreed action points, which is vital for both client service and professional protection.
- Template · Internal
Internal Suspicious Activity Report Form
Staff should report suspicion internally through the firm's confidential procedure without investigating beyond their role or alerting the client. The MLRO then considers the facts and decides whether an external SAR is required.
- Template · Internal
Staff AML Training Log
Keep a dated record of each relevant person's AML training, topics, provider or trainer, assessment result, role relevance, follow-up and refresher date. Training should reflect the person's work and the firm's actual risk exposure.
- Template · Internal
AML ID Document Request Email Template
Ask only for the information and evidence your documented CDD process requires. Explain the legal purpose, give a secure submission route, include requirements for beneficial owners where relevant and avoid asking clients to send sensitive identity documents by ordinary email.
- Template · Staff
Outsourcing Agreement Template for Accountants (UK, Free Download)
General guidance, not legal advice. Take advice on your contracts and data transfers. This template sets out a starting structure for an agreement between your firm and an outsourcing or offshore provider, covering scope, confidentiality, data handling and termination. Use it as a discussion draft, then have a solicitor review and finalise the wording before signature.
- Template · Staff
Non-Disclosure Agreement Template for Outsourcing Providers (UK, Free Download)
General guidance, not legal advice. Take advice on your contracts and data transfers. This non-disclosure agreement template is a starting point for confirming confidentiality before you share client information with an outsourcing or offshore provider during evaluation or onboarding. Have it reviewed and adapted by a solicitor before use.
- Template · Staff
Data Processing Agreement Template (Processor, UK GDPR Art 28) (Free Download)
General guidance, not legal advice. Take advice on your contracts and data transfers. This data processing agreement (DPA) template is a starting structure for where an outsourcing provider processes personal data on your firm's behalf as a processor, aligned to the requirements of UK GDPR Article 28. Have it reviewed and completed by a solicitor or data protection adviser before use.
- Template · Client
Engagement Letter Outsourcing Clause Template (UK, Free Download)
General guidance, not legal advice. Take advice on your contracts and data transfers. This template clause can be added to your standard letter of engagement to disclose that some work may be carried out by an outsourcing or offshore provider under your firm's supervision. Adapt the wording to your actual arrangements and have it reviewed by a solicitor.
- Template · Staff
Work Handover Note Template for Outsourced Jobs (UK, Free Download)
This handover note template captures what's been done, what's outstanding, and any queries when work moves between your firm and an outsourcing or offshore provider. Using a consistent format reduces miscommunication and dropped tasks.
- Template · Client
Fee Payment Terms Clause for Accountants
This editable clause covers the fee basis, invoice trigger, due date, payment method, disputes and the circumstances in which work may pause. Adapt it to the engagement and have a suitably experienced adviser review it. Remindoo does not invoice or collect payments; the clause belongs in your approved engagement process.
- Template · Client
Difficult Client Boundary Email for Accountants
Use this email after a direct conversation to restate the agreed scope, information dates, communication channel and behaviour expected from both sides. Keep the tone factual and identify what happens next. It is not a substitute for a formal variation or disengagement where the relationship, risk or scope requires one.
- Template · Internal
HMRC Query Log Template for Accountants
Use one row or record per HMRC matter with the client, tax, period, issue, submission date, reference, evidence, separate deadlines, latest contact, promised response and next owner action. Update it immediately after every contact. This log supports case control but does not replace the underlying return, notice, correspondence or professional judgement.
- Template · Client
HMRC Agent Authorisation Chaser Email
Use this reminder only after confirming the correct current HMRC authorisation route for the tax and service. Tell the client what communication to expect, the action required, expiry date and why access matters. HMRC routes change and one authorisation does not necessarily cover every service, so verify the instructions before sending.
- Template · Client
Companies House ID Verification Client Email
Use this template only after checking the current Companies House phase, affected role and deadline. Explain whether the person should verify directly or through your firm as an ACSP, what evidence is needed and how any personal code will be used. Do not imply that Remindoo performs identity checks or Companies House filings.
- Template · Internal
Practice Sale Readiness Checklist for Accountants
Use this checklist years before a possible practice sale to assess owner dependency, client concentration, signed engagements, aged debt, workflow consistency, staff depth, complaints, data quality and documentation. It supports preparation, not valuation or transaction advice. Work with specialist legal, tax, valuation and corporate-finance advisers before making decisions.
- Template · Client
Budget Changes Client Email for Accountants
Use this email to explain what was announced, whether it is final, who may be affected and when the firm will provide tailored advice. Link to the primary source and date the message. Avoid definitive conclusions until legislation, guidance and the client's facts have been reviewed by a suitably qualified person.
- Template · Staff
AI Use Policy for Accountancy Firms
This policy template defines approved AI tools and uses, prohibited client and personal data, human-review duties, transparency, record keeping and incident reporting. Adapt it after assessing each tool's security, terms and data processing. It does not replace data-protection, employment, legal or professional advice, and accountability remains with the firm and responsible accountant.
- Template · Client
Accounting Client Reminder Email Template
A good client reminder email names the deadline, states exactly what you need, gives a date, and makes the next step a single action. Keep it under 150 words. In Remindoo the same message can be scheduled to send automatically ahead of every deadline, personalised with each client's name, service and date.
- Template · Client
Email Template for Requesting Documents From Clients
A document request email should group items the way the client stores them, give one deadline, and offer a single secure way to send everything. Sent promptly after a period end and paired with scheduled follow-ups, it is the difference between a year end finished early and one finished in panic.
- Template · Client
Missing Documents Reminder Email Template
A missing documents reminder should acknowledge what has arrived, list only what is outstanding, restate the deadline and give one way to send it. Short, specific chasers get answered. Remindoo can send them on a schedule so nobody has to remember which client is still holding things up.
- Template · Client
Polite Reminder for Outstanding Documents
A polite reminder keeps the pressure on the deadline rather than the client: acknowledge they are busy, restate what is needed and by when, offer help, and make the next step easy. Remindoo can schedule these so the polite chase happens on time, every time, without a person chasing the chaser.
- Template · Client
Tax Return Document Reminder Email Template
A tax return document reminder should name the filing deadline, list the specific documents for that client's income types, and give a records deadline months earlier. Remindoo sends these to every self assessment client automatically, then chases only those who have not responded.
- Template · Client
Month-End Document Request Email Template
A month-end document request is a short recurring email listing the few items you need each month, with a fixed date. Because it repeats, it works best automated. Remindoo sends it on a schedule to every monthly client and flags the ones who have not responded.
- Template · Client
SMS Reminder Templates for Accountants
SMS reminders work for the last mile: an approval needed today, records due tomorrow, a missed appointment. Keep them under 160 characters, name the firm, state one action and include a link. Remindoo manages the reminder workflow and email automation; text messages are sent through your own SMS provider.
- Template · Client
Polite Fee Reminder Email for Accounting Clients
A polite fee reminder states the invoice, the amount, the due date and one way to pay, without apology or accusation. Escalate in three steps: a courteous reminder, a firmer note with terms, then a call. Remindoo tracks invoices and reminders alongside the client's work so chasing is consistent.
Why use these templates and checklists?
Most small practices write the same letters again and again: engagement letters, information requests, professional clearance, penalty appeals, fee increases. Each one is slightly different, saved in a different folder and sent from memory. These are the documents a working UK practice uses, with square-bracket placeholders so you can adapt them in minutes.
Every page shows what the document covers, when to use it and a preview, free and without signing up. Download the editable Word or PDF version when you need it. Then save the wording in Remindoo as an email template with tokens, so client details fill in automatically and recurring requests go out on schedule.
Checklists are fully interactive and printable. Turn any of them into a task and subtask template so each item has an owner and a deadline. Existing checklists for year-end accounts, confirmation statements, bookkeeping, payroll and CIS are in our checklist library.
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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.”
