Remindoo for UK accountants
Accounting workflow software turns repeat client work, year-end accounts, VAT, payroll, Self Assessment, into templated, recurring processes with owners and deadlines. Remindoo runs those workflows alongside your CRM, proposals and client portal.
Built by accountants who run one | Remindoo is built by the team behind Accotax Chartered Accountants, London.
Build a template once with its subtasks, then apply it to every client who buys that service. Remindoo creates the work on schedule.
Every task has an owner and due date, so managers can see workload by person and step in before work slips.
Workflows sit on the client record next to documents, emails and AML records, so nobody needs to hunt for context.
Automated reminders chase clients for what you need, keeping jobs moving without manual emails.
Software that turns recurring accounting work into repeatable processes with tasks, owners, deadlines and status tracking.
Yes. Start from pre-built service templates or create your own, then apply them to clients.
Yes. Bookkeepers use the same templates and reminders for monthly bookkeeping, VAT and payroll work.
60-day free trial + free data migration + a free onboarding call
We move your clients, contacts, services and deadlines across for you, then walk your team through setup.
Quick answers
Standardise each service as a template with stages, subtasks and checklists, generate jobs automatically, assign owners, and review progress on a board or dashboard. Bottlenecks become visible and work is consistent whoever does it.
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.
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.
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
“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.”
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