Find Any Client in Seconds
Search as you type, sort by any column, show only the columns you read, and save the filters you use every day.
The Remindoo client list is an accountancy practice's working client database. Global search finds any client as you type, columns can be sorted, chosen and frozen, compliance fields such as AML risk and deadlines can be shown, and multi-condition filters can be saved and reapplied.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- The Clients list shows totals for Total Fee, Total Hours, Spent Hours and Available Hours
- Active, Archive, Frozen and Draft views
- Global search as you type, and sorting A–Z or Z–A by Name, Email, UTR and other columns
- Column visibility grouped into Client & Personal Information, Status & Workflow, Service Fields, Deadlines & Important Dates, Financial Details and Additional Client Fields
- Freeze columns while scrolling and save your column preferences
- Compliance columns such as AML Risk Level, AML Digital Verification, Accounts Due, CS Due and Verified On
- A multi-condition filter builder with Save & Apply, and saved filters shown as chips
The problem
Scrolling for a client
Several hundred clients and no quick way to reach the one on the phone right now.
Too many columns to read
The spreadsheet has forty columns, so nobody reads any of them and the important ones get missed.
Simple questions take an afternoon
Which clients still have no AML check? There is no way to ask that without building a report by hand.
How Remindoo fixes it
| Problem | In Remindoo | Outcome |
|---|---|---|
| Hunting for a single client | Global search that matches as you type | The right client in a second or two |
| An unreadable wall of columns | Column visibility by group, frozen key columns and saved preferences | Each person sees the fields their role actually uses |
| No way to answer compliance questions | Compliance and deadline columns plus a multi-condition filter builder | See exactly the clients you need, and save the view for next time |
Who it's for
Practice owners
See the state of the client base without asking three people.
Practice managers
Run onboarding, AML and deadlines the same way every time.
Team leads
Know who owns each client and each service before the deadline.
Bookkeepers
Find the client, the contact and the records in one place.
How it works in Remindoo
The Clients list shows every client with totals for fees and hours, plus Active, Archive, Frozen and Draft views.
Global search finds any client by name or keyword as you type.
Sort clients A to Z or Z to A by any column.
Sort by email, UTR and other columns in one click.
Choose columns from groups such as Client & Personal Information, Status & Workflow, Deadlines & Important Dates and Financial Details.
Turn on compliance columns such as AML Digital Verification, and freeze key columns while scrolling.
Add deadline and verification date columns, such as Accounts Due, CS Due and Verified On.
Build a filter on any field.
Layer multiple conditions, such as email and assignee.
Save and apply filters to see exactly the clients you need.
Why it matters for UK accountancy practices
A practice's client list is where most questions start. Who has accounts due at Companies House this month? Which Self Assessment clients have not sent records with 31 January approaching? Which clients are still without a completed AML check?
Answering those from a spreadsheet means building a view by hand each time, and the answer is only as current as the last time someone updated it. Filtering a live list means the answer reflects the position today.
Column control matters just as much. A partner watching filing risk, a manager planning the week and a bookkeeper working a portfolio each need a different handful of fields — and a list people can actually read is one they keep using through the busy season.
Remindoo vs spreadsheets, email and paper files
| What you need | Spreadsheets, email and paper | Remindoo |
|---|---|---|
| Where client data lives | Split between spreadsheets, inboxes, drives and paper files | One client profile with details, contacts, services and history |
| Onboarding | Company details retyped by hand from Companies House | Company details and officers imported from Companies House |
| AML records | Word templates and scanned documents saved wherever there was room | Risk assessment and verification records held on the client profile |
| Deadlines | A date column somebody has to remember to update | Services with key dates, subtasks and preset reminders |
| Finding a client | Scrolling, or a spreadsheet with too many columns to read | Global search, sortable columns and saved multi-condition filters |
| Sharing documents | Unsecured email attachments with no way to withdraw access | Portal users you invite, resend to and unlink in one click |
Frequently asked questions
How do I search my client list?
Use the global search on the Clients list. It matches as you type, so you can find a client by name or keyword without scrolling or building a filter. For anything more specific, the filter builder lets you combine conditions across fields.
Can I sort clients by UTR?
Yes. The list sorts A–Z or Z–A by Name, Email, UTR and other columns, so you can order the list by whichever field you are working from. Sorting works alongside any filters you have applied.
Can I hide columns I don't use?
Yes. Column visibility is grouped into Client & Personal Information, Status & Workflow, Service Fields, Deadlines & Important Dates, Financial Details and Additional Client Fields, so you can switch on the fields your role needs and turn the rest off. Preferences can be saved.
What does freezing a column do?
A frozen column stays in view while you scroll sideways through the rest of the table. That keeps the client's name or another key field visible when you are reading compliance and deadline columns further to the right.
Can I save filters?
Yes. The filter builder lets you layer multiple conditions, such as email and assignee, then use Save & Apply. Saved filters appear as chips above the list, so the views you use every day are one click away.
Can I see clients by AML status or deadline?
Yes. Compliance and deadline columns include AML Risk Level, AML Digital Verification, Accounts Due, CS Due and Verified On. Switch them on and filter the list to see, for example, clients whose verification is outstanding or whose accounts are due soon.
Related features
Bulk client actions for busy practices
AML risk assessment software for accountants
Task filters for accountancy practices
Remindoo is practice management software for accountancy and bookkeeping firms. See the client management hub or pricing with unlimited users.
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