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Client records and onboarding for UK accounting firms
Faster onboarding, one client record, secure document sharing and less chasing. Each guide explains the problem, gives a practical step-by-step fix and shows how Remindoo helps — with a 60-day free trial and unlimited users.
Client Onboarding Software for UK Accountants
Client onboarding software structures every step of bringing on a new client — engagement letters, AML checks, HMRC authorisation, information gathering and first services — into linked tasks and templates, so nothing is missed and every new client starts the same way, whoever handles them.
Read solutionOnboard a Limited Company Client in Minutes
Onboarding a limited company client involves Companies House and HMRC authorisation, director and shareholder details, a signed engagement letter, AML checks and gathering opening balances or previous accountant handover information. Doing this consistently, with reminders and a shared checklist, avoids delays to the first year-end job.
Read solutionOne Client Record: End Scattered Client Information
A single client record brings contact details, services, deadlines, documents and history together on one screen per client, instead of splitting them across email, spreadsheets and personal notes. It means any team member can pick up a client's work without hunting for context.
Read solutionClient Timeline: Full History of Every Client
A client timeline is a chronological log of every note, task, communication and status change for a client, giving anyone who opens the record instant context on what has happened and when — without piecing it together from separate emails and files.
Read solutionTracking the Client Journey From Lead to Long-Term Client
Client journey tracking means recording each stage a client passes through — lead, proposal, onboarding, active client, renewal — so the firm can see where clients are, spot stalled stages, and understand the full lifecycle rather than treating leads and clients as separate systems.
Read solutionSegmenting Clients by Type
Client segmentation groups your client base by characteristics such as entity type, service package or industry, so you can plan capacity, target pricing changes and spot concentration risk, instead of treating every client the same when planning the practice.
Read solutionSecure Document Sharing for Accountants (Not Email)
Secure document sharing means exchanging sensitive client documents through a protected portal rather than as email attachments, giving both sides a clear record of what was sent, received and outstanding, with less exposure than an unencrypted inbox.
Read solutionHow to Stop Chasing Clients for Records
Chasing clients for records is reduced by requesting information early, being specific about what's needed, and automating reminders so the firm isn't relying on manual chasing emails. A clear, repeated process gets records in faster and frees staff from the most tedious part of the job.
Read solutionBulk Emails and Newsletters to Clients
Bulk client emails let a firm send updates, deadline reminders or newsletters to many clients at once, targeted by segment where needed, instead of composing and sending the same message to each client individually — saving time on routine communication that affects the whole client base.
Read solutionTaking Over Clients From Another Accountant
Taking over a client from another accountant involves professional clearance, transferring records, re-registering the client with HMRC and Companies House under your firm, completing your own AML checks, and setting up statutory deadlines correctly from day one — all before or alongside starting any new work.
Read solution
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Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
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.”
