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Guide · Staff
How to Manage Tasks in an Accounting Practice
Efficient task management is the key to a stress-free and profitable accounting practice.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
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.
Why centralise your task management?
It eliminates silos and ensures everyone knows exactly what needs to be done next.
A single source of truth is vital for team collaboration.
How should you prioritise work?
Focus on upcoming deadlines and the impact of the work on your clients' businesses.
Use clear status indicators to track progress at a glance.
How do you ensure accountability?
Assign every task to a specific person and set clear, realistic internal deadlines.
Regular review meetings help keep everyone on track.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering. For engagement letters and proposals, use proposals and letters of engagement with e-signatures.
What are the common mistakes?
- Using sticky notes or personal lists
- Undefined responsibilities
- Overloading specific team members
- Lack of deadline visibility
“Automated reminders and task templates save countless hours each week.”
Frequently asked questions
Should I track internal tasks too?
Yes, including admin and practice management tasks ensures you have a complete picture of your team’s actual capacity.
How do I handle urgent requests?
Create a 'high priority' status and ensure your team knows to address these alongside their scheduled work.
Is time tracking necessary?
It can be very helpful for understanding your firm’s profitability and planning future capacity needs.
How often should I review tasks?
Daily stand-ups or weekly planning meetings are great for ensuring the team is focused on the right priorities.
Can I automate task creation?
Yes, for recurring work like VAT returns or payroll, automation saves hours of manual setup time every month.
What if a task is overdue?
Address it immediately. Identify the bottleneck and reassign or provide support to ensure it gets completed quickly.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
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.”
