Setup Roles & Permissions
Loved by 100+ accountants and bookkeepers. Set up Employee Roles & Permissions As accounting firms grow, controlling who can access, edit, or manage specific
Loved by 100+ accountants and bookkeepers. Set up Employee Roles & Permissions As accounting firms grow, controlling who can access, edit, or manage specific areas of the system becomes critical. The Setup Employee Roles & Permissions feature in Remi
Loved by 100+ accountants and bookkeepers.
As accounting firms grow, controlling who can access, edit, or manage specific areas of the system becomes critical. The Setup Employee Roles & Permissions feature in Remindoo allows you to define structured user roles and configure detailed access controls to ensure security, accountability, and operational clarity.
Instead of giving every user full access, this feature enables role-based governance tailored to your firm’s hierarchy and responsibilities.
Custom Role Creation
Remindoo allows you to create unlimited custom roles based on your organizational structure. For example:
Each role can be tailored according to your firm’s internal workflow and reporting structure.
Granular Permission Controls
The system provides detailed permission settings through simple toggle controls. This enables you to define precisely:
This level of granularity ensures that users have access only to what is relevant to their responsibilities.
Role-Based Access Management (RBAC)
By assigning permissions to roles instead of individuals, Remindoo simplifies long-term access control. Benefits include:
Once a role is defined, any employee assigned to it automatically inherits the configured permissions.
Member Assignment to Roles
Each role can have multiple members assigned to it. This allows:
It eliminates confusion about who holds what authority inside the system.
Security & Data Protection
Permission-based access strengthens internal data security by:
This is particularly important for accounting firms handling confidential client records and compliance-sensitive data.
Scalable Governance Structure
As your firm grows, you can:
This ensures your governance structure evolves alongside your business.
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
","tabs":[{"id":"tasks","label":"Tasks","features":[{"id":1,"label":"Quick Task Creation","image":"https:\/\/remindoo.co\/wp-content\/uploads\/2026\/06\/image-313.png?wsr","icon_html":"","description":"","link":{"url":"https:\/\/remindoo.co\/features\/quick-task-creation\/","is_external":false,"nofollow":false}},{"id":2,"label":"Detailed Task…
Firms That Love Remindoo
Role-Based Access Control for Accounting Teams
Remindoo lets you assign roles and configure permissions, giving your firm complete control over who can view, edit, or manage system areas.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
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 knowing what each employee is working on matters
In a growing practice, the partner can no longer hold every job in their head. Clear ownership and visible workload are what stop deadlines slipping when someone is on leave, busy or new.
Clear ownership
Every client and task has a named person, so nothing sits unassigned and clients get consistent answers.
Balanced workload
Seeing tasks per person helps managers move work before one person is overloaded and another is waiting.
Cover for absence
When work, notes and history live in one system, a colleague can pick up a job without starting from scratch.
Controlled access
Roles and permissions keep sensitive client and AML data visible only to people who need it.
Practical tips from UK practice
- Group people into teams around services or client portfolios, and name a Team Lead for each.
- Review the employee task breakdown weekly, not only when a deadline is missed.
- Give new starters a limited role first, then widen access as they are trained.
- Use bulk reassignment when someone leaves or goes on holiday, rather than moving tasks one by one.
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.”
