View Completed & Archived Tasks
Loved by 100+ accountants and bookkeepers. View Completed & Archived Tasks In accounting firms, completed work must remain accessible. Compliance reviews, client queries, audits, and internal evaluations often require revisiting past tasks. Remindoo
Loved by 100+ accountants and bookkeepers.
In accounting firms, completed work must remain accessible. Compliance reviews, client queries, audits, and internal evaluations often require revisiting past tasks. Remindoo View Completed & Archived Tasks feature ensures no work disappears but it simply moves into a structured historical view. This feature can be accessed from the Tasks Page, located in the top-right filter section.
Complete Section
The Complete section contains tasks that have been fully finished. A task appears in the Complete section when:
This is especially useful for billable accounting work, where completion may be tied to invoicing and payment confirmation.
Why This Matters for Accounting Firms
The Complete section helps firms:
Completed tasks remain visible for reference but no longer interfere with active workflows.
Archived Section
The Archived section is for tasks that are fully closed and no longer require operational visibility.
How a Task Moves to Archived
After a task has been completed, you can change its Status to Archived. Once marked as Archived:
When to Archive a Task
Accounting firms typically archive tasks when:
Archiving keeps your workspace clean while preserving data.
Operational Benefits
By separating Completed and Archived tasks, firms gain:
Instead of deleting finished work, you manage it through a structured lifecycle.
View Completed & Archived Tasks for Full Task History and Audit Visibility
Easily access all view completed and archived tasks in Remindoo to maintain full visibility over past work, decisions, and deadlines. This helps accounting firms improve audit readiness, track performance history, and ensure nothing is lost over time while keeping active workflows clean and organized.
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Firms That Love Remindoo
Access Completed & Archived Tasks Anytime
Easily review past work, track historical progress, and maintain full visibility over your accounting workflows all from one organized, easy-to-navigate platform.
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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.
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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.
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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
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
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Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
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