Switch to Remindoo with free data migration
60-day free trial + free data migration + a free onboarding call. We move your clients, contacts, services and deadlines across, so you can switch without re-keying.
How free migration works
- 01
Tell us what you use now
Send us an export from your current system or spreadsheets. We confirm what will move across: clients, contacts, services and deadlines.
- 02
We import your data
We import your records via CSV, then Companies House sync refreshes company details, accounts dates and confirmation statement dates automatically.
- 03
We set up your services
Your service templates are rebuilt first, so recurring jobs and reminders generate correctly from day one.
- 04
Run both, then switch
Run Remindoo alongside your old system during the 60-day trial, with a free onboarding call for your team, then switch client reminders over last.
Frequently asked questions
How long does migration take?
Most firms are live within a few days to two weeks, depending on data volume.
What does free migration include?
We migrate your clients, contacts, services and deadlines. Import is via CSV, with automatic Companies House sync for company data.
Can I keep my old system running?
Yes. Run both systems side by side during your 60-day free trial so nothing is missed while your team settles in.
Every deadline. Every client. One system.
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.
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 Annie, Product Lead at 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.”
