Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
The free CRM and practice software UK accountants actually enjoy using
Practical, step-by-step fixes for the problems every accounting practice hits — missed deadlines, chasing clients, AML admin, slow onboarding and overloaded staff — and exactly how Remindoo solves them.
Built by a practising Chartered Accountant · Unlimited users · Free for 60 days
What problems does Remindoo solve for accounting firms?
Most UK practices do not have a software problem; they have a visibility problem. Deadlines live in one spreadsheet, client records in another, AML evidence in a shared drive and proposals in Word. Remindoo brings leads, proposals, engagement letters, clients, AML records, recurring work and team capacity into one calm, cloud-based system built by a practising Chartered Accountant.
Every guide below starts with a real practice problem, explains why it happens, gives you a method you can use with or without software, and then shows exactly which Remindoo features help. Remindoo is free for your first two months with a 60-day trial, then priced per client with unlimited users — so growing your team never costs you more.
Choosing and switching practice software
Outgrown spreadsheets or legacy tools? Compare approaches, pricing models and how to move without disruption.
Accounting Practice Software That Grows With Your Firm
One system that keeps working as your client list, staff and services expand.
Practice Management Software for Small Accounting Firms
Enough structure to run a tight practice, without enterprise complexity or cost.
Practice Management Software for Sole Practitioners
One system to hold everything a one-person firm needs to remember.
Practice Management Software for Bookkeepers
Manage every client, deadline and recurring job across your bookkeeping client base.
CRM for Accountants: Leads, Clients and Proposals in One Place
Track enquiries through to signed, onboarded clients without switching tools.
Why Per-User Pricing Is Holding Your Practice Back
How your software pricing model can quietly punish your firm for growing.
How to Switch Practice Management Software Without Disruption
A calm, staged plan for moving off your current system without dropping a deadline.
How to Replace Excel Trackers in Your Accounting Practice
Keep the structure your spreadsheets gave you, without the version-control problems.
Cloud Practice Management for Remote and Hybrid Firms
Keep client work visible and consistent when your team is not all in one office.
What Does Practice Management Software Cost a UK Firm?
Understand what drives the price before you compare providers.
Deadline and compliance tracking
Companies House, Self Assessment, VAT, CT600, payroll and CIS deadlines tracked across your whole client base.
How to Never Miss a Client Deadline Again
A single, reliable view of every statutory and internal deadline across your client bank.
Companies House Deadline Tracking for Accountants
Keep every private limited company's accounts and confirmation statement date visible and covered.
Year-End Accounts Deadline Tracker for Accountancy Firms
See every client's accounts deadline, their preparation stage and who owns it, in one place.
Managing the 31 January Self Assessment Rush
Manage every Self Assessment client's stage through the year so January stops being an emergency.
VAT Return Deadline Tracking for Accountants
See every client's VAT quarter, staggered deadlines and status in one recurring view.
Corporation Tax and CT600 Deadline Tracking
Two different corporation tax dates per client, tracked correctly and separately.
Payroll and RTI Deadline Management for Payroll Bureaus
Every pay run and its statutory deadlines, tracked for every client, every period.
CIS Monthly Return Deadline Management
A monthly deadline that never stops, tracked reliably for every contractor client.
Internal vs External Deadlines: Build a Buffer Into Every Job
The statutory date is the deadline that matters to HMRC. The internal date is the one that protects your firm.
Workflow and task control
Recurring jobs, templates, reviews and busy-season control so every service runs the same way.
Accounting Workflow Automation for UK Firms
Turn repeatable service work into templates that create and chase themselves.
Recurring Task Management for Accountants
Set the pattern once and let monthly, quarterly and annual jobs create themselves.
Accounting Workflow Templates: Standardise Every Service
Build every service once so quality does not depend on who does the work.
Year-End Accounts Workflow: From Records to Filing
Every year-end job, from records request to final review, on the same track.
Self Assessment Tax Return Workflow for Practices
A repeatable process for every client, not a fresh scramble each January.
Bookkeeping Workflow Management
A clear, repeatable monthly cycle for every bookkeeping client.
Management Accounts Workflow for Accountants
Keep monthly and quarterly management accounts on schedule, client by client.
Payroll Bureau Workflow Management
One repeatable cycle for every payroll client, on time, every pay period.
Review and Quality Control Workflow for Accounting Firms
Make review a defined step in every job, not an optional extra when time allows.
Bulk Task Management for Busy Season
Act on hundreds of tasks at once when busy season demands it.
Task Prioritisation for Accountants
Decide what genuinely matters most, based on facts rather than whoever asks loudest.
Custom Fields and Tokens for Accounting Workflows
Capture what your firm actually needs, then reuse it automatically across tasks and emails.
Client records and onboarding
Faster onboarding, one client record, secure document sharing and less chasing.
Client Onboarding Software for UK Accountants
Turn a scattered new-client checklist into a repeatable, trackable process.
Onboard a Limited Company Client in Minutes
The specific steps a limited company client needs — and where firms lose time.
One Client Record: End Scattered Client Information
Everything about a client, in one place, for everyone who works with them.
Client Timeline: Full History of Every Client
A running record of everything that has happened with a client, in order.
Tracking the Client Journey From Lead to Long-Term Client
See exactly where every client sits, from first enquiry to established relationship.
Segmenting Clients by Type
Understand your client mix well enough to plan capacity and pricing around it.
Secure Document Sharing for Accountants (Not Email)
Move sensitive client documents off email attachments and into a secure, trackable portal.
How to Stop Chasing Clients for Records
Reduce the time your team spends chasing information that should have arrived already.
Bulk Emails and Newsletters to Clients
Reach your whole client base — or a segment of it — without sending emails one by one.
Taking Over Clients From Another Accountant
A structured process for winning and onboarding clients moving from another firm.
AML records and risk
Evidence AML checks, risk assessments and periodic reviews ready for monitoring visits.
Proposals, engagement letters and pricing
Proposal templates, engagement letters, e-signatures and pricing that stops scope creep.
Proposal Software for Accountants
Stop rebuilding proposals in Word for every new enquiry
Engagement Letter Software for UK Accountants
Stop working under out-of-date or unsigned letters of engagement
Accounting Proposal Template That Wins Clients
What a proposal needs to say to be signed quickly
How to Stop Scope Creep in Your Accounting Practice
Give away less unpaid work without damaging client relationships
How to Reprice Existing Clients
Raise fees without a wave of client departures
Re-Engaging Existing Clients With Updated Engagement Letters
Bring your whole existing client base onto current, correctly scoped letters
From Signed Proposal to Onboarded Client Automatically
Turn a signed proposal into a working client relationship without delay
Tracking Proposal Status Across Your Firm
Stop unsigned proposals disappearing into an inbox black hole
Leads and practice growth
Capture, assign and convert enquiries, and see where growth really comes from.
Sales Pipeline for Accounting Firms
See every enquiry, its stage and its owner in one view
Website Lead Capture Forms for Accountants
Stop website enquiries landing in a general inbox and getting missed
Round-Robin Lead Assignment for Accountancy Firms
Stop one partner fielding every new enquiry
How to Follow Up Accountancy Enquiries Faster
Turn slow replies into a repeatable follow-up habit
Improving Lead-to-Client Conversion for Accountants
Turn more of your enquiries into signed clients
Tracking Where Your Clients Come From
Stop guessing which referrals and channels actually work
How to Grow an Accounting Practice Without Chaos
Add clients without your systems and team breaking under the strain
Client Growth and Retention Reporting
See growth and churn clearly instead of guessing from memory
Importing Your Lead and Proposal History
Don't start your new CRM with an empty pipeline
Scaling From 100 to 1,000+ Clients
The systems that work at 100 clients rarely work at 1,000
Team, capacity and productivity
Capacity planning, utilisation, roles and KPIs for teams of every size.
Capacity Planning for Accounting Firms
See who has room for more work before you promise a deadline you can't keep.
Staff Utilisation Tracking for Accountants
Know who's stretched and who has room, without chasing timesheets.
Employee Productivity Reporting in Accounting Firms
Fair, task-based reporting on how work is actually completed across the team.
Which Services Take the Most Staff Time?
Understand time spent by service, not money billed, so you can plan and price with real evidence.
Job Budgets: Estimated Time for Every Service
Give every job a realistic time budget so capacity planning is based on evidence, not hope.
Managing Remote and Hybrid Accounting Teams
Keep a scattered team working from one shared view of clients, deadlines and work in progress.
Structuring Teams and Team Leads in Your Practice
Give every client and job a clear owner by grouping people around how your firm actually works.
Roles and Permissions: Control Who Sees Client Data
Give every team member exactly the access they need, and no more.
Onboarding New Staff Into Your Systems
Get a new hire seeing clients, deadlines and templates on day one, not week three.
Busy Season Management for Accountants
Plan January and July properly instead of surviving them by working evenings and weekends.
KPIs and Accountability for Accounting Staff
Set measures your team can see for themselves, not just ones a partner tracks quietly.
Managing Offshore or Outsourced Teams Securely
Give offshore and outsourced staff exactly the access they need to do the work, and nothing more.
Client and team communication
Email templates, reminders, personalised messages and real-time team updates.
Email Management for Accountants: Stop Losing Client Requests
Turn scattered client emails into tracked, assigned actions.
Email Templates for Accountants: Consistent, Fast Client Replies
Save every client email once, then reuse it correctly every time.
Personalised Client Emails at Scale for Accounting Firms
Reach every client individually without typing every email individually.
AI Summaries for Accounting Firms: Client History in Seconds
Catch up on a client's history without reading every note.
Team Collaboration on Client Work: Keep Everyone Aligned
One client, one visible record, however many people touch the work.
Real-Time Notifications for Accounting Teams
Stay informed the moment something changes, not the next time you happen to check.
Practice visibility, security and firm types
Dashboards, data security and setups for payroll, CIS, tax-only and multi-office firms.
Practice Dashboard: KPIs Every Partner Should See
Turn scattered spreadsheets into one live view of jobs, people and clients.
Data Security and Employee Roles for Accounting Firms
Control who sees client data with employee roles matched to each person's responsibilities.
Giving Clients Tax Liability Visibility (Growth Plan)
Stop clients being surprised by a tax bill they had no visibility of.
Software for Payroll-Focused Practices
Run a payroll-heavy client book without every deadline riding on memory.
Software for Construction and CIS-Heavy Practices
Keep every subcontractor and CIS return deadline visible, every month.
Software for Multi-Office Accounting Firms
Keep every office visible without losing local ownership.
Software for Tax-Only and Self Assessment Practices
Handle hundreds of Self Assessment clients without the January scramble.
MTD for Income Tax: Plan the Quarterly Workload
Get ahead of quarterly updates before they become mandatory.
Running a £1m Accounting Practice: The Operating System
The point where spreadsheets stop working and systems have to take over.
The ROI of Practice Management Software
Work out what the switch is actually worth before you make it.
Free Trial Checklist: Evaluate Practice Software in 60 Days
Use the full 60 days properly, rather than skimming the interface once.
100 Questions UK Practice Owners Ask About Running Their Firm
Short, direct answers to the questions that come up again and again.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
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.”
