Encrypted connections
Remindoo is served over HTTPS, so data in transit between your browser and the platform is encrypted.
Security and data protection
Security and data protection at Remindoo
You hold other people's financial data, so you need to know what happens to it. This page sets out the controls inside Remindoo, what you control, and how to get the written detail your own supplier due diligence needs.
Controls built into Remindoo
Named user accounts
Every person in your practice logs in as themselves, so activity belongs to a person rather than a shared login. Unlimited users means nobody has to share credentials to save licence cost.
Roles and permissions
Decide what each role can see and do across clients, tasks, documents and settings.
Advanced employee roles
Larger teams can apply more granular permissions per person, so juniors, reviewers and managers each see what they need.
Client portal access
Clients only ever see their own requests, tasks and documents through the portal — never another client's record.
AML and ID check records
Identity and AML check results are stored against the client record so evidence stays with the client it belongs to.
Data protection and UK GDPR
For the client data you put into Remindoo, you are the data controller and Remindoo is your processor. Our Privacy, Data Processing and Cookie Policy sets out the processing terms, retention and your rights, and our Terms and Conditions cover export and deletion on termination.
What your practice controls
- Keep your own staff list current — remove leavers from your practice account promptly.
- Give each role the minimum access it needs, and review permissions when people change job.
- Use strong, unique passwords and keep your own devices patched.
- Record Remindoo in your practice's data protection documentation, including your record of processing activities.
- Keep your own retention decisions: your AML and client records have retention periods set by your supervisor, not by us.
Security questions we are asked
Is Remindoo UK GDPR compliant?
Remindoo acts as a data processor for the client data you hold in the system, and as a controller for your own account data. Our Privacy, Data Processing and Cookie Policy sets out the lawful bases, retention periods and your rights, and forms the data processing terms of your agreement with us.
Who can see my clients' data?
Only the users you invite to your practice account, within the limits of the role you give them. Remindoo staff access practice data only where needed to provide or support the service.
Can I control what each member of staff sees?
Yes. Roles and permissions let you decide what each user can view and do, and advanced employee roles allow more granular control for larger teams.
Can I export my data if we leave?
Yes. You can export your practice data, and our terms provide for export on request after termination. Keep your AML records when you leave any system, because your supervisor can ask to see customer due diligence for past clients.
Do you use sub-processors?
Yes, for hosting, email delivery and similar service functions. We notify customers of changes to providers in line with our data processing terms. Contact us if you need current details for your own records.
Can you complete our security questionnaire or sign a DPA?
Yes. Contact us with your questionnaire, DPA or supplier due diligence form and we will complete it for your practice.
Where is our data stored?
Contact us for current hosting and data location details for your account. We provide this in writing so you can record it in your own supplier due diligence file.
Need certifications, hosting locations, penetration test summaries or a signed data processing agreement for your files? Contact us and we will send the current written detail rather than a general statement.
Built for UK practice growth
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
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.”
