50 free guides
Practice guides for UK accounting firms
Practical answers to everyday practice questions — onboarding, deadlines, AML, pricing, staff and client work. Looking for help using Remindoo itself? See the software How-to guides.
50 resources
- 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.
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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.”
