Free CRM for accountants & bookkeepersFree for two months (60-day trial) · no per-user fees
Visibility & firm types
Software for Multi-Office Accounting Firms
Keep every office visible without losing local ownership.
Built by a practising Chartered Accountant · Unlimited users · Free for 60 days
Teams and team leads
Group people around pods, offices or specialisms.
- Premier Books Consultancy
- Cranleys Chartered Accountants
- CJM Accountants
- Towpath Accounting Solutions
- Auditax International
- RS
Quick answer
Multi-office firms need one system that shows firm-wide numbers to partners while letting each office manage its own clients and workload day to day. Teams, roles and unlimited users make this possible without licence costs scaling with every new office added.
What does practice software need to offer a multi-office accounting firm?
It needs to let each office run its own client work independently while giving partners a consolidated view across the whole firm, without forcing every new office or hire onto a separate system or extra per-user cost.
Firms that grow through mergers, acquisitions or opening satellite offices often end up with each site running its own spreadsheets, its own way of tracking deadlines, and sometimes different software entirely. That works until a partner needs a firm-wide answer — total overdue jobs, workload across offices, or the combined client count — and nobody can produce it quickly.
The two things that matter most are structure and cost: teams need to be grouped by office or specialism with their own visibility, and adding staff as the firm grows shouldn't mean a bigger software bill for every extra login.
Why does visibility break down across multiple offices?
Each office runs its own system
One office uses a spreadsheet, another uses a different tool, and reconciling the two to answer a firm-wide question takes real effort.
Per-user pricing punishes growth
Adding an office of five staff on per-user software means a real jump in cost every time the firm expands, discouraging growth exactly when it's happening.
No consolidated reporting
Partners can see their own office clearly but have no easy way to compare workload or client growth across sites.
Inconsistent client experience
Clients moving between offices, or served by staff at more than one site, notice when processes and communication style differ.
Onboarding new offices is slow
Bringing an acquired firm's client base onto a shared system without a clear structure for teams and permissions creates months of disruption.
What does fragmented multi-office management cost a firm?
The direct cost is licence fees that scale with every new hire under per-user pricing; the indirect cost is slower decision-making because nobody can see the whole firm at once, and inconsistent service between offices.
Firms on per-user software often delay hiring or think twice about opening a new office because the software cost rises in step with headcount, which is the wrong incentive at exactly the point a firm should be investing in growth.
Partners spending hours each month reconciling different offices' spreadsheets into one firm-wide report is time not spent on client work or strategy — and the resulting report is usually already out of date.
How do you unify practice management across multiple offices? Step by step
- 1
Structure teams around offices or specialisms
Group staff into teams that mirror your actual office structure, with a named lead per team for local ownership.
- 2
Set roles so local managers see what they need
Give office leads visibility of their own team while partners retain a firm-wide view across all offices.
- 3
Move all client and task data onto one shared system
Migrate each office's spreadsheets and separate tools into a single record so nothing is reconciled manually.
- 4
Standardise service templates firm-wide
Use the same workflow templates across offices so clients get a consistent experience regardless of which office serves them.
- 5
Review firm-wide reporting monthly
Look at workload and client growth across all offices together, not just office by office.
- 6
Add new offices without renegotiating licence costs
Choose software priced per client rather than per user, so bringing on a new office or acquired firm doesn't automatically increase your bill per head.
How does Remindoo help multi-office accounting firms?
Remindoo lets you structure teams around your actual offices, each with a team lead, while roles and permissions control who sees which clients and which reports. Unlimited users means adding an office of five or fifteen staff doesn't change your software cost, since Remindoo is priced per client rather than per login. Employee reporting and client summary give partners a consolidated view across every office, while each team can still manage its own day-to-day workload independently. Because every office works from the same client records and service templates, clients get a consistent experience whichever site handles their work. This structure is available across the whole platform, free to try for 60 days before deciding whether it suits how your firm operates across sites.
Teams and team leads
Group people around pods, offices or specialisms.
See featureRoles and permissions
Control who sees and edits client data.
See featureUnlimited users
Add every team member with no per-user charge.
See featureEmployee reporting
Capacity, productivity and deadline performance.
See featureClient summary
A clear snapshot of your client portfolio.
See featureSpreadsheets vs Remindoo: what changes?
| Area | Spreadsheets & email | With Remindoo |
|---|---|---|
| Cost per new office | Rises with every extra login | No change — priced per client |
| Firm-wide reporting | Manually reconciled monthly | Consolidated automatically |
| Office structure | Ad hoc, inconsistent | Teams with named leads |
| Client experience across offices | Varies by site | Standardised service templates |
| Onboarding an acquired firm | Months of disruption | Structured team and role setup |
See it with your own clients
A 30-minute walkthrough using your services and deadlines.
“Automation saves time and no follow-up is missed.”
Frequently asked questions
Does Remindoo charge per office or per user?
Neither directly — pricing is based on your highest number of active clients in a billing month, with unlimited users at no extra cost, which suits firms adding offices or staff over time.
Can each office manage its clients independently?
Yes, teams and roles let each office run its own workload day to day, while partners retain firm-wide visibility through reporting.
Is this suitable for firms that have merged with or acquired another practice?
Yes, teams and roles help bring an acquired client base onto one shared system with clear ownership, without disrupting how the existing office already worked.
Can I see workload and client growth by office separately?
Yes, employee reporting and client summary can be filtered by team, so you can compare offices as well as viewing the firm as a whole.
Is the 60-day free trial enough time to onboard multiple offices?
It's usually enough for an initial office or two; larger multi-office rollouts may take longer, so plan the trial period around your migration timeline.
Does adding staff at a new office increase our bill?
No, users are unlimited at no extra cost — your bill is driven by client numbers, not headcount.
Ready to run a calmer practice?
See Remindoo with your own clients, or start free for 60 days with unlimited users.
Sources
Comparing options? Read our guide to practice management software for small accounting firms.
Last updated: . General guidance, not regulatory advice. Check with your professional body.
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.”
