Accounting practice management software for UK firms.
Accounting practice management software for UK firms. Manage clients, workflows, deadlines, documents and capacity with unlimited users.
Give accountants, bookkeepers and tax advisers one place to manage clients, workflows, deadlines, documents and team capacity. Replace scattered systems with a connected workspace built around how your firm delivers client work.
82
Connected practice management features
Unlimited
Users on every plan
One
Workspace for your entire client journey
60 days
Free trial with full access
Firms running their practice on Remindoo
Savings estimator
Model the cost of running your practice in one place.
Compare your current software spend with Remindoo's practice management pricing. Adjust the figures to create an estimate for your UK firm.
Illustrative estimate only. Actual costs and savings depend on your current tools and firm setup.
Currently paying
$548/mo
With Remindoo
$113/mo
Monthly saving
$435
Hours reclaimed / yr
2,268
Save $5,220 a year by switching to Remindoo.io
One subscription for client work, workflows and team visibility.
Everything in one place
One practice management platform for your entire firm.
Manage tasks, clients, workflows, deadlines and documents without switching between disconnected tools. Explore 82 connected features across 9 practical modules for UK accounting firms.
Task Management
Every job in the practice — created, assigned, tracked and closed in one place.
15 features
- Quick & detailed task creation
- Recurring tasks
- Subtasks (add, view, bulk add)
- Task checklists
- Task card & detail views
- Task timeline
- Comments & threaded discussions
- Tag colleagues
- Time recording on tasks
- Internal & external deadlines
- Snooze tasks
- Bulk actions (reassign, snooze, delete, archive)
- View completed & archived tasks
- Advanced filters
- AI task summary
Client Management
One authoritative client record — contacts, services, deadlines, fees and compliance.
18 features
- Add clients
- Multiple contacts, emails & phone numbers
- Assign client & service managers
- Add / remove multiple services
- Bulk archive & delete clients
- Entity management
- Client onboarding & journey
- Client notes & timeline
- Client card quick view
- Centralised client deadlines
- View fees & hours
- Compare allocated vs available hours
- Manual AML records
- Custom fields
- E-signatures
- Client portal
- Bulk email / newsletter to clients
- AI client summary
Services & Workflow Automation
Define a service once and let Remindoo raise the right jobs at the right time, forever.
8 features
- Unlimited services & workflows
- Internal / external service types
- Estimated time per service
- Flexible frequencies
- Trigger dates & offsets
- Custom fields & tokens
- Automated task generation
- Advanced employee roles
Team & Communication
Unlimited users, clear roles and every conversation attached to the work.
7 features
- Unlimited users
- Teams & team leads
- Roles & permissions
- Reusable email templates
- Dynamic tokens
- In-system notifications
- Team tagging
Leads Management
Capture inquiries, work the pipeline and convert to a client without re-keying anything.
7 features
- Lead capture form
- Visual lead pipeline
- Lead notes & tasks
- Custom lead statuses
- Lead source tracking
- Multiple assignees
- Lead search & filters
Proposals & Engagements
Priced proposals, engagement letters and signatures — then straight into onboarding.
6 features
- Reusable templates
- Products & services catalogue
- Letters of engagement
- E-signatures
- Convert proposal to client
- Proposal search & filters
Email Triage & Inbox
Connect your mailbox so client email becomes tracked work instead of a private pile.
6 features
- Connect inbox
- View & manage emails in Remindoo
- Link emails to clients & tasks
- Convert emails to tasks
- Internal notes on emails
- AI suggestions
Client Portal
A secure, branded space where clients see what you need and what is happening.
5 features
- Secure client login
- Client task & deadline visibility
- Engagement & signature tracking
- Central client communication
- Tax liabilities visibility
Analytics & Dashboards
Live numbers on workload, deadlines, capacity, team performance and revenue.
10 features
- Client totals & movements
- Task summary (due / overdue)
- Service workload breakdown
- Upcoming & overdue deadlines
- Capacity tracking (hours)
- Team performance (time logged)
- Revenue & fee overview
- Lead → client conversion analytics
- Advanced performance scoring
- AI-driven insights & forecasts
The cost of doing nothing
Disconnected work costs your firm time and visibility.
As client work grows, spreadsheets and shared inboxes make ownership unclear. A connected practice management system keeps every deadline, task and conversation visible.
Spreadsheets everywhere
Tasks tracked manually across files nobody trusts, with no single source of truth for the team.
Missed deadlines
Statutory dates buried in inboxes mean last-minute work, penalties and unhappy clients.
No visibility
Managers cannot see progress in real time, so work is duplicated and priorities are unclear.
Client chasing
Records requests go unanswered because nothing chases them automatically on your behalf.
One connected journey
Win, onboard, deliver and grow from one workspace.
Every stage of the client journey stays connected, visible and ready for the next action.
Win
A new inquiry lands in your leads pipeline. Remindoo scores it and drafts a branded proposal for you.
- Lead captured & scored automatically
- Proposal sent with e-sign built in
- AML check passes before kickoff
Onboard
The client signs, uploads their records and gets their own branded portal — no chasing required.
- Engagement letter signed digitally
- Portal collects records & documents
- Auto-chasers nudge until complete
Deliver
Jobs build themselves from deadlines, route to the right owner, and every minute is tracked.
- Recurring tasks created from services
- Timer & timesheet on every job
- Capacity balanced across the team
Grow
Invoices go out on time, tax liabilities stay visible, and dashboards show exactly where to grow next.
- Invoices raised & chased automatically
- Tax liabilities tracked in real time
- Dashboards reveal your best clients
Integrations
Connected to the systems your firm already runs on.
Ledgers, payments, email and documents flow into one place, so your team spends less time switching tools and more time delivering client work.
Coming soon
Built for firm operations
Built for growing UK accounting firms.
Busy season without the status meeting
Every return, every reviewer and every internal due date sits on one board, so partners can see where work stands without asking.
Clients chased without anyone chasing
Document requests and reminders go out on a schedule you set and stop automatically when the client responds.
Recurring work that reappears on its own
Monthly bookkeeping, payroll and quarterly filings rebuild themselves from your templates instead of a spreadsheet.
Pricing · Value, built for scale
Flexible plans. Clear value.
No hidden fees, no surprises. Per-client pricing with unlimited users — whether you are just starting or expanding fast, there is a plan for you.
Select your plan
Number of clients
75
- ✓ AI task & client summaries
- ✓ Email inbox integration & triage
- ✓ Tax liability visibility (12 months free)
- ✓ Advanced analytics, advanced employee roles & bulk comms
Your price
£702.00 /year
paid upfront for 75 clients · you save £78.00 a year
Plan Growth
Users Unlimited
Billed on Active + frozen clients
Growth allowance + 8 clients free
- ✓ Save 10% when you pay for 12 months upfront.
- ✓ Your price is locked to your client count on the day you pay.
- ✓ Grow your client list by up to 10% during the year at no extra cost.
- ✓ Go beyond 10% growth and you only pay for the clients above that allowance.
60-day free trial · Cancel anytime · No per-user charges
Growth
Our recommended plan — everything in Core, plus AI, analytics and priority support.
- Task Management 15 / 15
- Client Management 18 / 18
- Services & Workflow Automation 8 / 8
- Team & Communication 7 / 7
- Leads Management 7 / 7
- Proposals & Engagements 6 / 6
- Email Triage & Inbox 6 / 6
- Client Portal 5 / 5
- Analytics & Dashboards 10 / 10
Core
Standard plan with all essentials included.
- Task Management 14 / 15
- Client Management 16 / 18
- Services & Workflow Automation 7 / 8
- Team & Communication 7 / 7
- Leads Management 7 / 7
- Proposals & Engagements 6 / 6
- Email Triage & Inbox 0 / 6
- Client Portal 4 / 5
- Analytics & Dashboards 7 / 10
Compare plans
What's included · 82 features
Every feature, side by side. Expand a category to see exactly what each plan covers.
All plans include unlimited users, unlimited support and a 60-day free trial.
Questions
Everything partners ask us first.
It is the operational system your firm uses to manage clients, tasks, workflows, deadlines, documents and team capacity. Remindoo supports the work around accounting and tax services; it does not prepare accounts or tax returns.
Run a more connected UK accounting firm.
Bring clients, recurring work, documents and team capacity together. Explore the full platform with a 60-day free trial.
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.”
