55 interactive walkthroughs
How to use Remindoo
Interactive video walkthroughs, screenshots and feature guides to help you find your way around Remindoo — from adding clients to tasks, AML, leads and team set-up. General accounting guidance now lives in Practice Guides.
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3 walkthroughs
Getting Started
Tour the whole platform in minutes.
Getting Started
How to complete CRM operations and client management in Remindoo
Manage leads
Watch demo: complete CRM operations and client managementGetting Started
How to Remindoo product tour — homepage in Remindoo
See how UK accounting firms run leads
Watch demo: Remindoo product tour — homepageGetting Started
How to Remindoo product tour — homepage (full) in Remindoo
See how UK accounting firms run leads
Watch demo: Remindoo product tour — homepage (full)10 walkthroughs
Leads & Pipeline
Capture, assign and convert enquiries.
Leads & Pipeline
How to add custom statuses to your leads module in Remindoo
Learn how to capture qualified leads
Watch demo: add custom statuses to your leads moduleLeads & Pipeline
How to automate fair lead distribution across your team in Remindoo
Learn how to set up balanced lead distribution
Watch demo: automate fair lead distribution across your teamLeads & Pipeline
How to build complete lead profiles in Remindoo
Capture prospect information
Watch demo: build complete lead profilesLeads & Pipeline
How to build and customise lead fields in Remindoo
Learn how to create custom lead fields
Watch demo: build and customise lead fieldsLeads & Pipeline
How to create and embed lead capture forms in Remindoo
Learn how to create a lead capture form in Remindoo
Watch demo: create and embed lead capture formsLeads & Pipeline
How to customise your lead view and organise data in Remindoo
Learn how to customise column visibility
Watch demo: customise your lead view and organise dataLeads & Pipeline
How to filter and assign leads instantly in Remindoo
Learn how to refine your lead pipeline with custom filters
Watch demo: filter and assign leads instantlyLeads & Pipeline
How to manage bulk lead management in Remindoo
Discover how to streamline lead management by bulk emailing personalised campaigns
Watch demo: manage bulk lead managementLeads & Pipeline
How to manage your sales pipeline with Remindoo in Remindoo
Learn how to track proposals
Watch demo: manage your sales pipeline with RemindooLeads & Pipeline
How to manage your sales pipeline with Remindoo CRM in Remindoo
Discover how to centralise lead management
Watch demo: manage your sales pipeline with Remindoo CRM1 walkthrough
Proposals & Engagement
Send proposals clients can sign online.
10 walkthroughs
Clients
Onboard and manage every client record.
Clients
How to bulk actions from the top menu in Remindoo
See how to bulk-select clients
Watch demo: bulk actions from the top menuClients
How to global search in the clients module in Remindoo
Find any client instantly with Remindoo's global search in the Clients module
Watch demo: global search in the clients moduleClients
How to manage client portal access and permissions effortlessly in Remindoo
Learn how to streamline client collaboration by managing portal access
Watch demo: manage client portal access and permissions effortlesslyClients
How to manage and customise table columns in Remindoo
Learn how to customise your CRM table display by managing column visibility
Watch demo: manage and customise table columnsClients
How to managing a client profile in remindoo: client card guide in Remindoo
Profile details
Watch demo: managing a client profile in remindoo: client card guideClients
How to manage column visibility, freezing, and client filters in Remindoo
Click to show or hide the columns you want to see
Watch demo: manage column visibility, freezing, and client filtersClients
How to manage custom client profiles in Remindoo
Learn how to customise client data fields
Watch demo: manage custom client profilesClients
How to onboard clients and automate compliance in Remindoo
Add clients
Watch demo: onboard clients and automate complianceClients
How to onboard clients and configure services in Remindoo
See how to add clients instantly
Watch demo: onboard clients and configure servicesClients
How to sort clients by any column in Remindoo
See how to sort your entire client list by any column—name
Watch demo: sort clients by any column1 walkthrough
AML & Compliance
Record client due diligence and risk.
2 walkthroughs
Services & Pricing
Standardise services and packages.
Services & Pricing
How to build automated service templates in Remindoo
Learn how to create custom service templates with automated workflows
Watch demo: build automated service templatesServices & Pricing
How to create custom service packages and pricing tiers in Remindoo
Learn how to build custom service packages
Watch demo: create custom service packages and pricing tiers7 walkthroughs
Tasks & Workflow
Assign, snooze and track client work.
Tasks & Workflow
How to bulk assign team members to tasks in Remindoo
Learn how to select multiple tasks
Watch demo: bulk assign team members to tasksTasks & Workflow
How to Archive Tasks in Remindoo
Learn how to bulk-update task deadlines and assignees
Watch demo: Archive TasksTasks & Workflow
How to Snooze Tasks in Remindoo
Learn how to bulk-manage tasks
Watch demo: Snooze TasksTasks & Workflow
How to keep your team aligned without leaving Remindoo in Remindoo
See how to collaborate on client work
Watch demo: keep your team aligned without leaving RemindooTasks & Workflow
How to make bulk changes to tasks in Remindoo
See how to bulk-manage tasks
Watch demo: make bulk changes to tasksTasks & Workflow
How to manage every task from the tasks tab in Remindoo
Track every task from the Tasks tab of your Remindoo dashboard — priorities
Watch demo: manage every task from the tasks tabTasks & Workflow
How to reassign tasks to team members in Remindoo
Learn how to reassign tasks to team members in Remindoo
Watch demo: reassign tasks to team members4 walkthroughs
Time & Capacity
Track time and balance team workload.
Time & Capacity
How to Use the Task Timer in Remindoo to Track Work and Subtasks Efficiently
Discover how to monitor task progress
Watch demo: Use the Task Timer in Remindoo to Track Work and Subtasks EfficientlyTime & Capacity
How to manage team capacity and deadlines across projects in Remindoo
Discover how to track employee capacity
Watch demo: manage team capacity and deadlines across projectsTime & Capacity
How to manage team capacity planning with Remindoo in Remindoo
Discover how to optimise workload distribution
Watch demo: manage team capacity planning with RemindooTime & Capacity
How to manage team hours tracking and resource management in Remindoo
Discover how to track team hours instantly
Watch demo: manage team hours tracking and resource management1 walkthrough
Documents & AI
Turn client documents into insight.
2 walkthroughs
Email & Templates
Branded, personalised client emails.
Email & Templates
How to build professional email branding on Remindoo in Remindoo
Learn how to configure branded email communications
Watch demo: build professional email branding on RemindooEmail & Templates
How to build and deploy personalised email templates in Remindoo
Learn how to create branded email templates
Watch demo: build and deploy personalised email templates3 walkthroughs
Knowledge Base
Publish articles and FAQs for clients.
Knowledge Base
How to build and lock your knowledge base tag system in Remindoo
Learn how to organise your knowledge base with custom tags
Watch demo: build and lock your knowledge base tag systemKnowledge Base
How to build and publish FAQs to empower clients in Remindoo
Learn how to create comprehensive FAQ content in Remindoo
Watch demo: build and publish FAQs to empower clientsKnowledge Base
How to build and publish a complete knowledge base article in Remindoo
Learn how to create
Watch demo: build and publish a complete knowledge base article6 walkthroughs
Team & Permissions
Teams, leads and access control.
Team & Permissions
How to add and manage employees in Remindoo
Learn how to create new employees
Watch demo: add and manage employeesTeam & Permissions
How to build custom team roles and control access in Remindoo
Learn how to create custom team roles with tailored permissions
Watch demo: build custom team roles and control accessTeam & Permissions
How to Create Teams and Assign Team Leads in Remindoo
Organise staff
Watch demo: Create Teams and Assign Team LeadsTeam & Permissions
How to Create Teams in Remindoo.co
Learn how to create a new team
Watch demo: Create Teams in Remindoo.coTeam & Permissions
How to onboard and organise your team in Remindoo
Discover how to add staff instantly
Watch demo: onboard and organise your teamTeam & Permissions
How to roles & permissions: control exactly who sees what in Remindoo
See how Remindoo lets accounting firms build roles around real teams and control access to clients
Watch demo: roles & permissions: control exactly who sees what4 walkthroughs
Settings & Security
Configure your account and alerts.
Settings & Security
How to configure tenant settings and security in Remindoo
Learn how to configure your Remindoo tenant with global settings
Watch demo: configure tenant settings and securitySettings & Security
How to manage billing, plans, and account balance in Remindoo
Discover how to upgrade subscription plans
Watch demo: manage billing, plans, and account balanceSettings & Security
How to manage notification control across Remindoo in Remindoo
Learn how to centralise notification settings
Watch demo: manage notification control across RemindooSettings & Security
How to secure your account with multifactor authentication in Remindoo
Learn how to protect your Remindoo CRM account by customising your profile
Watch demo: secure your account with multifactor authentication1 walkthrough
Reports & Analytics
Understand your client portfolio.
Complete Remindoo guidance
Find every answer in one place
Search every interactive Remindoo walkthrough and feature guide to find the screen or setting you need.
108 results
- Advanced employee roles (Growth plan)Give employees role-based access suited to their responsibilities.Feature guide · Growth plan
- AI-powered summaries (Growth plan)Summaries of long client histories.Feature guide · Growth plan
- AML risk scoring and digital ID checksRisk assessments plus built-in digital KYC, AML and proof-of-address checks.Feature guide · Clients
- Automated remindersTimely prompts before work becomes urgent.Feature guide · Workflow
- Bulk client emails and newslettersUpdate your whole client base at once.Feature guide · Team
- Bulk task actionsReassign, snooze, archive or delete tasks in bulk.Feature guide · Tasks
- Centralised client informationServices, documents and notes in one record.Feature guide · Clients
- Client cardStatus, deadlines and ownership at a glance.Feature guide · Clients
- Client growth trendTrack growth and capacity together.Feature guide · Dashboard
- Client journey trackingSee every stage from lead to long-term client.Feature guide · Clients
- Client notesContext the whole team can find.Feature guide · Clients
- Client onboarding automationStandardise requests, checks and first services.Feature guide · Clients
- Client portal and document sharingShare requests and documents securely, not by email.Feature guide · Clients
- Client summaryA clear snapshot of your client portfolio.Feature guide · Dashboard
- Client timelineFull history of notes, emails and actions.Feature guide · Clients
- Clients by typeUnderstand your mix of entity types.Feature guide · Dashboard
- Companies House syncImport company details and filing deadlines.Feature guide · Clients
- Create and manage leadsEvery enquiry captured in one place.Feature guide · Leads
- Custom fields and data tokensCapture and reuse the data your firm needs.Feature guide · Workflow
- Custom lead fieldsCapture the qualification data you need.Feature guide · Leads
- Custom lead statuses and pipelinesTrack enquiries through your own stages.Feature guide · Leads
- Customisable task viewsShape the task page around each role.Feature guide · Tasks
- E-signaturesClients sign online, no printing or scanning.Feature guide · Proposals
- Email templatesStandard client messages ready to send.Feature guide · Team
- Employee reportingCapacity, productivity and deadline performance.Feature guide · Dashboard
- Employee task breakdownBalance work before deadlines bunch up.Feature guide · Dashboard
- Engagement and collaborationTeam activity visible across client work.Feature guide · Dashboard
- Estimated time allocationPlan capacity with expected effort per job.Feature guide · Workflow
- Flexible recurrence settingsWeekly, monthly, quarterly or annual cycles.Feature guide · Workflow
- How to add and manage employees in RemindooLearn how to create new employees, set compensation details, send invitations, and manage your employee list with filtering and custom views in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Team & Permissions
- How to add custom statuses to your leads module in RemindooLearn how to capture qualified leads, track deal progress, customise pipeline statuses, and organise prospects for conversion success in Remindoo's centralised CRM dashboard. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Leads & Pipeline
- How to Archive Tasks in RemindooLearn how to bulk-update task deadlines and assignees, archive completed work, and keep your practice workflow focused and clutter-free in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Tasks & Workflow
- How to automate fair lead distribution across your team in RemindooLearn how to set up balanced lead distribution, assign team members to the round-robin system, and ensure every rep gets equal opportunities in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Leads & Pipeline
- How to build and customise lead fields in RemindooLearn how to create custom lead fields, configure dropdown options, and mark essential fields as required to streamline your CRM lead management in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Leads & Pipeline
- How to build and deploy personalised email templates in RemindooLearn how to create branded email templates, personalise content with dynamic tokens, segment audiences, and launch targeted campaigns instantly in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Email & Templates
- How to build and lock your knowledge base tag system in RemindooLearn how to organise your knowledge base with custom tags, categorise articles for team discovery, and permanently preserve your tag structure in Remindoo for streamlined content management. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Knowledge Base
- How to build and publish a complete knowledge base article in RemindooLearn how to create, organise, and publish comprehensive knowledge articles with full audience controls, supporting resources, and instant visibility across your knowledge base. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Knowledge Base
- How to build and publish FAQs to empower clients in RemindooLearn how to create comprehensive FAQ content in Remindoo, from crafting questions and writing rich answers to previewing and publishing instantly — clear guidance for your accountancy firm's clients. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Knowledge Base
- How to build and send winning proposals in RemindooWatch how to send a letter of engagement (LOE) to a lead in Remindoo — select the LOE template, link an existing lead, and email it out. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Proposals & Engagement
- How to build automated service templates in RemindooLearn how to create custom service templates with automated workflows, define billing cycles, set trigger dates, and configure task templates with subtasks to streamline service delivery in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Services & Pricing
- How to build complete lead profiles in RemindooCapture prospect information, categorise leads by industry and budget, add documentation, and visualise your growing pipeline in Remindoo's intuitive CRM interface. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Leads & Pipeline
- How to build custom team roles and control access in RemindooLearn how to create custom team roles with tailored permissions, control data visibility across dashboards, and manage instant access restrictions for every team member in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Team & Permissions
- How to build professional email branding on Remindoo in RemindooLearn how to configure branded email communications, customise templates and headers, integrate Gmail and Outlook, and establish consistent professional identity across all customer emails in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Email & Templates
- How to bulk actions from the top menu in RemindooSee how to bulk-select clients, email multiple accounts at once, sync compliance records, reassign team members instantly, and keep your practice organised in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Clients
- How to bulk assign team members to tasks in RemindooLearn how to select multiple tasks, assign team members and employees using bulk actions, and manage task assignments efficiently in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Tasks & Workflow
- How to complete client compliance and verification in RemindooStreamline client onboarding with comprehensive AML compliance checks, KYC verification, identity matching, and real-time monitoring in Remindoo's unified client hub. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · AML & Compliance
- How to complete CRM operations and client management in RemindooExplore Remindoo's comprehensive CRM platform: manage leads, proposals, and clients; track time and capacity; handle documents and invoices; configure settings; and access financial tools for complete business operations. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Getting Started
- How to configure tenant settings and security in RemindooLearn how to configure your Remindoo tenant with global settings, customise email branding, set up email connections, enable multi-factor authentication, configure AI providers, and manage currency preferences. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Settings & Security
- How to create and embed lead capture forms in RemindooLearn how to create a lead capture form in Remindoo, copy its embed code, and add it to your website so every lead lands directly in your Remindoo lead module. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Leads & Pipeline
- How to create custom service packages and pricing tiers in RemindooLearn how to build custom service packages, set transparent pricing tiers, assign features by tier, and preview your offerings before publishing on Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Services & Pricing
- How to Create Teams and Assign Team Leads in RemindooStep-by-step guide to creating teams in Remindoo: organise staff, add members, and assign team leads in minutes. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Team & Permissions
- How to Create Teams in Remindoo.coLearn how to create a new team, designate team leads, assign employees, and configure team members in Remindoo CRM. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Team & Permissions
- How to customise your lead view and organise data in RemindooLearn how to customise column visibility, organise your lead data by importance, and navigate paginated results to streamline your prospecting workflow in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Leads & Pipeline
- How to filter and assign leads instantly in RemindooLearn how to refine your lead pipeline with custom filters, segment prospects by specific criteria, and instantly assign qualified leads to team members to accelerate conversions in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Leads & Pipeline
- How to global search in the clients module in RemindooFind any client instantly with Remindoo's global search in the Clients module. Search your entire client list and jump straight to the details you need. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Clients
- How to keep your team aligned without leaving Remindoo in RemindooSee how to collaborate on client work, add task notes instantly, and share updates without switching views in Remindoo's deadline-tracking interface. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Tasks & Workflow
- How to make bulk changes to tasks in RemindooSee how to bulk-manage tasks, break work into subtasks with deadlines, track progress in real-time, and keep your team accountable—all without losing control of your pipeline. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Tasks & Workflow
- How to manage and customise table columns in RemindooLearn how to customise your CRM table display by managing column visibility, reordering columns, exploring available options, and saving your preferences in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Clients
- How to manage billing, plans, and account balance in RemindooDiscover how to upgrade subscription plans, adjust account balance dynamically, track AML compliance, and export invoices instantly for complete financial control in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Settings & Security
- How to manage bulk lead management in RemindooDiscover how to streamline lead management by bulk emailing personalised campaigns, updating lead statuses instantly, and assigning leads to your team efficiently in Remindoo CRM. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Leads & Pipeline
- How to manage client portal access and permissions effortlessly in RemindooLearn how to streamline client collaboration by managing portal access, inviting users with one-click, controlling permissions, and tracking engagement in Remindoo's centralised client management system. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Clients
- How to manage column visibility, freezing, and client filters in RemindooClick to show or hide the columns you want to see, freeze the ones you want to keep visible, and use filters to find the exact client you're looking for. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Clients
- How to manage custom client profiles in RemindooLearn how to customise client data fields, organise information tabs, set mandatory requirements, configure visibility settings, and manage client types and contacts for complete data management in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Clients
- How to manage every task from the tasks tab in RemindooTrack every task from the Tasks tab of your Remindoo dashboard — priorities, statuses, overdue items and workload at a glance, with any view exportable to CSV. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Tasks & Workflow
- How to manage notification control across Remindoo in RemindooLearn how to centralise notification settings, customise alerts by type and channel, and streamline your workflow to focus only on what matters most in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Settings & Security
- How to manage team capacity and deadlines across projects in RemindooDiscover how to track employee capacity, monitor resource utilisation, manage task assignments, and ensure deadline compliance with real-time dashboards and instant data export in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Time & Capacity
- How to manage team capacity planning with Remindoo in RemindooDiscover how to optimise workload distribution, monitor team utilisation rates, and export capacity reports instantly with Remindoo's intuitive workforce management tools. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Time & Capacity
- How to manage team hours tracking and resource management in RemindooDiscover how to track team hours instantly, monitor billable time, identify discrepancies, filter by employee and date range, and optimise resource allocation with real-time insights. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Time & Capacity
- How to manage your client portfolio with Remindoo analytics in RemindooDiscover how to gain complete visibility into your 126-client portfolio, track revenue pipelines, monitor client growth trends, and export data instantly using Remindoo's comprehensive CRM analytics dashboard. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Reports & Analytics
- How to manage your sales pipeline with Remindoo CRM in RemindooDiscover how to centralise lead management, track conversion performance, and optimise your sales pipeline. Export leads instantly, monitor team performance, and close deals faster in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Leads & Pipeline
- How to manage your sales pipeline with Remindoo in RemindooLearn how to track proposals, monitor pipeline metrics, manage team performance, and close deals faster using Remindoo's comprehensive proposal management tools. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Leads & Pipeline
- How to managing a client profile in remindoo: client card guide in RemindooStep-by-step guide to the Remindoo client card: profile details, contacts, services, internal information, AML and risk, portal access, e-signature, documents, and timeline. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Clients
- How to onboard and organise your team in RemindooDiscover how to add staff instantly, configure pay structures and tax compliance, organise by department, and invite employees to Remindoo—complete onboarding in minutes. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Team & Permissions
- How to onboard clients and automate compliance in RemindooMaster client onboarding in Remindoo: add clients, classify types, capture compliance data, flag risks, run AML checks, and activate automated deadline tracking instantly. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Clients
- How to onboard clients and configure services in RemindooSee how to add clients instantly, auto-populate company details, assign services and teams, flag compliance risks, and complete full client setup in Remindoo—from prospect to active account. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Clients
- How to reassign tasks to team members in RemindooLearn how to reassign tasks to team members in Remindoo. Select your team, add specific assignees like Priya Raghunathan, and save task assignments efficiently. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Tasks & Workflow
- How to Remindoo product tour — homepage (full) in RemindooSee how UK accounting firms run leads, proposals, onboarding, AML, tasks, email, documents and billing in one place with Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Getting Started
- How to Remindoo product tour — homepage in RemindooSee how UK accounting firms run leads, proposals, client onboarding, AML, tasks, time, email and documents in one place with Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Getting Started
- How to roles & permissions: control exactly who sees what in RemindooSee how Remindoo lets accounting firms build roles around real teams and control access to clients, fees, tasks and email — in under two minutes. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Team & Permissions
- How to secure your account with multifactor authentication in RemindooLearn how to protect your Remindoo CRM account by customising your profile, enabling two-factor authentication, adding device authentication layers, and completing multifactor security setup for maximum account protection. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Settings & Security
- How to Snooze Tasks in RemindooLearn how to bulk-manage tasks, organise work by timeline, and strategically defer deadlines to keep your practice focused and workload manageable in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Tasks & Workflow
- How to sort clients by any column in RemindooSee how to sort your entire client list by any column—name, email, type, UTR, and verification status—with one-click ascending or descending toggles in Remindoo, reordering clients to fit your workflow in seconds. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Clients
- How to transform financial documents into actionable insights instantly in RemindooDiscover how to upload financial documents and use AI to extract key insights, spot risks, and generate executive summaries in seconds with Remindoo's intelligent analysis. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Documents & AI
- How to Use the Task Timer in Remindoo to Track Work and Subtasks EfficientlyDiscover how to monitor task progress, track billable hours, and ensure compliance checks stay on deadline—all in one organised workspace with Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.Interactive walkthrough · Time & Capacity
- Import lead and proposal historyBring your sales history with you.Feature guide · Leads
- Internal vs external deadlinesBuild a buffer before every statutory date.Feature guide · Workflow
- Lead capture formsWebsite enquiries land straight in the CRM.Feature guide · Leads
- Leads overviewPipeline, owners and next actions at a glance.Feature guide · Leads
- Products and services catalogueYour services and prices, organised.Feature guide · Proposals
- Proposal filtersFind proposals by stage, owner and date.Feature guide · Proposals
- Proposal templatesDrag-and-drop builder for consistent proposals.Feature guide · Proposals
- Proposals and letters of engagementSend proposals and engagement letters by email.Feature guide · Proposals
- Quick task creationCreate deadline-linked jobs in seconds.Feature guide · Tasks
- Real-time notificationsEveryone knows when work moves.Feature guide · Team
- Recurring tasksRepeat work is created automatically on schedule.Feature guide · Tasks
- Roles and permissionsControl who sees and edits client data.Feature guide · Team
- Round-robin lead assignmentShare enquiries fairly across the team.Feature guide · Leads
- Service categoriesGroup services by department or type.Feature guide · Proposals
- Service templatesRepeatable structures for every service.Feature guide · Workflow
- Service time analysis by employeeCompare time spent by service and person.Feature guide · Dashboard
- Strong task filtersFilter by tags, deadline, assignee and status.Feature guide · Tasks
- Task and subtask templatesChecklists that make every job consistent.Feature guide · Workflow
- Task card and detail viewAttachments, subtasks and notes on every task.Feature guide · Tasks
- Teams and team leadsGroup people around pods, offices or specialisms.Feature guide · Team
- Tokens for emails and tasksMerge client data into repeatable messages.Feature guide · Team
- Trigger datesStart work from key filing or internal dates.Feature guide · Workflow
- Unlimited usersAdd every team member with no per-user charge.Feature guide · Team
- Work and utilisationSpot over-capacity weeks early.Feature guide · Dashboard
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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.”
