Strong Task Filters (Tags, Deadlines, Assignees)
Loved by 100+ accountants and bookkeepers. Strong Task Filters (Tags, Deadlines, Assignees) Accounting firms manage many tasks across clients, services, and t
Loved by 100+ accountants and bookkeepers. Strong Task Filters (Tags, Deadlines, Assignees) Accounting firms manage many tasks across clients, services, and teams. Remindoo Strong Task Filters help you instantly narrow down your task list using advan
Loved by 100+ accountants and bookkeepers.
Accounting firms manage many tasks across clients, services, and teams. Remindoo Strong Task Filters help you instantly narrow down your task list using advanced, multi-condition filtering. No scrolling. No guesswork. Just precision.
Filter with Multiple Conditions
You are not limited to a single filter. You can:
Each filter rule lets you choose the field and apply your preferred condition before saving and applying it.
Available Filter Fields
You can filter tasks using a wide range of operational data, including:
This ensures every task attribute can be used to narrow your view.
Save & Apply with Instant Results
Once conditions are defined:
You can modify filters at anytime to adjust your operational focus.
Built for High-Volume Firms
As accounting firms grow, task lists become complex. Strong Task Filters provide:
Instead of adapting to your task list, your task list will adapt to you.
Strong Task Filters for Better Control and Faster Task Management
Strong task filters in Remindoo help accounting firms quickly sort, locate, and manage tasks based on status, deadlines, assignees, clients, and priorities. This ensures your team always focuses on the right work at the right time, reduces confusion in busy workflows, and improves overall efficiency by giving complete visibility across all ongoing and completed tasks.
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Firms That Love Remindoo
Advanced Task Filtering for Complete Workflow Control
Quickly filter tasks by client, deadline, priority, team member, or status to stay organised and focused on what matters most.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track sales tax, Corporate Tax, payroll, and Form 1040 Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
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.”
