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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:

The Task Status is set to Completed
(Optionally) The Progress Status is set to Invoice Paid & Completed, if applicable to that job

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:

Separate active work from finished jobs
Track completed deliverables
Confirm invoicing alignment
Maintain reporting clarity
Review historical task execution

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:

It is removed from active and completed task lists
It moves into the Archived section
It remains stored in the system for historical reference

When to Archive a Task

Accounting firms typically archive tasks when:

A compliance cycle is fully closed
Documentation is finalized
Invoicing is settled
No further follow-ups are required
The engagement period has ended

Archiving keeps your workspace clean while preserving data.

Operational Benefits

By separating Completed and Archived tasks, firms gain:

Clear visibility of what is done
Controlled closure of jobs
Historical data retention
Stronger workflow discipline
Improved performance tracking

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.

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

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.

Data security with enterprise-grade encryption

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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