Task Management Software for Accountants and Bookkeepers

Remindoo task management software helps accounting firms create, assign, automate and track client and internal work, including recurring services, deadlines, subtasks, checklists, communication and time recording, within one practice management system.

Capture a simple task in seconds, or add complete workflow details from the beginning: name, description, status, priority, assignees, internal and external deadlines, client, internal or external service, tags, estimated time and billable status where applicable.

Select several tasks and add common subtasks to all of them, applying consistent steps to VAT, payroll, bookkeeping or year-end workflows and cutting repetitive setup.

Start an information request while working on a task without losing its context. The request stays associated with the work, the task records that information has been requested, progress can be updated when it arrives, and the assigned team keeps visibility throughout. Follow-ups can be supported through reminders or task workflows where configured.

Add relevant files and supporting documents to the task so they stay with their workflow, the team works from the correct information and the task record is complete.

Invoicing is being added to Remindoo so you can see any outstanding balance alongside the client’s work. When a task relates to an unpaid engagement, the team will be able to see what is owed while the work is in progress, useful context before starting the next job or chasing payment.

The timeline is an activity history recording relevant events such as status changes, reassignments, deadline updates, task edits and comments or workflow updates, improving accountability and visibility.

Add an estimated time, monitor percentage progress and compare expected effort with recorded time. Managers gain better visibility of ongoing work and a firmer basis for workload planning.

Create repeating work on daily, weekly, fortnightly, monthly, quarterly or yearly schedules. Each cycle keeps its client and service alignment, responsibilities and internal and external deadlines, ideal for payroll, VAT returns, bookkeeping, management accounts and annual compliance.

Snooze a single task or many at once to take postponed work out of immediate attention. Snoozed work sits in its own view, ready to come back into the active workflow.

Permissions can separate task creation, reassignment, deletion, progress updates and the Prepared, Reviewed and Approved checklist stages, useful for splitting preparation, review and approval between people. Task visibility can be limited to allocated work.

Organise employees into practice teams and use employee assignment and permission controls to support task delivery.

Service templates use each client's trigger date to create recurring tasks with subtasks, checklists and internal and external deadlines.

Use templates when requesting information or emailing a client from a task.

Choose in-app or supported email notifications for task assignments, subtasks, checklist activity, comments, mentions, notes and service responsibilities. Personal task reminders are reviewed separately from service reminder activity.

Task rules act when a task enters a status, immediately or after a set number of days.

See tasks by service and status, deadline adherence and team workload on the practice dashboard.