Client Onboarding Software for Accountants
Take on a new client in one guided flow — company data from Companies House, contacts, services and AML in the same place.
Client onboarding in Remindoo is a guided Client Creation wizard for accountancy and bookkeeping practices. It imports a company's details and officers from Companies House, captures contacts, client type, services and the AML risk assessment, and creates a complete client record in one pass.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Sections: Introduction, Basic Information, Contacts, Services, Risk Assessment & AML, Internal Information
- Search Companies House and import the company's details automatically
- Select which directors and officers to import as contacts
- Set a primary contact for the client
- Supports limited companies, self-employed individuals and other entity types
- An optional previous accountant section supports professional clearance
The problem
Retyping company data
Someone copies the company number, registered office and year end out of Companies House by hand. One transposed digit follows the client around for years.
Onboarding spread across tools
Part of it is in an email thread, part in a spreadsheet, part on a paper form in a drawer. Nobody can say whether a step was missed.
No record of who or how
Six months later nobody remembers who the main contact is, or which referral brought the client in, so the firm cannot tell what is working.
How Remindoo fixes it
| Problem | In Remindoo | Outcome |
|---|---|---|
| Company details typed by hand | Search Companies House in the wizard and select the company | The registered details are filled in from the source, not from memory |
| Steps scattered across tools | One wizard covering Introduction, Basic Information, Contacts, Services, Risk Assessment & AML and Internal Information | Every new client is taken on the same way, by whoever is free |
| Unclear contacts and origin | Import officers as contacts, set a primary contact and record the client source | Reminders reach the right person and referral channels are measurable |
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
Start from the Clients list and click New Client.
The Client Creation wizard walks through Basic Information, Contacts, Services, Risk Assessment & AML and Internal Information.
Import from Companies House: search for the client's company.
Select the matching company from the Companies House results.
Company details are filled in automatically from Companies House.
Add the client's phone number and email address.
For individuals and other entities, choose the client type and classification.
Select the directors and officers to import as contacts.
Set the primary contact so reminders reach the right person.
Record how the client found you, such as a referral channel.
The new client appears in the Clients list, ready to work with.
The client card shows services, status, AML verification, UTR, contact details and document folder.
Why it matters for UK accountancy practices
Under the Money Laundering Regulations 2017, a UK practice has to carry out customer due diligence before it acts for a new client. That makes onboarding a compliance step as much as an admin one: what you collected, when, and what you concluded all need to be recorded rather than remembered.
Companies House remains the source of truth for a limited company's registered details, officers and key dates, so importing from it removes an entire category of copying errors. Identity verification for directors and people with significant control was introduced from 18 November 2025 and now forms part of the wider picture UK firms work in, alongside their own client due diligence.
A single guided route through onboarding also protects the practice when the work is shared. Whoever takes the call — a partner, a manager or an administrator — collects the same information in the same order, and the client record that results is complete enough for the next person to act on.
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 onboard a new limited company client?
Open the Clients list, click New Client and work through the Client Creation wizard. Search Companies House for the company so its details are imported, choose which officers to bring in as contacts, set a primary contact, add the services you will provide and complete the AML risk assessment. The client then appears in your Clients list.
Can I import client details from Companies House?
Yes. In the wizard you search Companies House for the client's company and select the matching result. The registered company details are filled in automatically, and you can then choose which directors and officers to import as contacts rather than typing them in yourself.
Can I onboard sole traders and individuals?
Yes. Remindoo supports limited companies, self-employed individuals and other entity types. For individuals and non-company entities you choose the client type and classification in the wizard instead of importing from Companies House, then continue through contacts, services and the AML risk assessment as normal.
What information should an accountant collect from a new client?
Typically the legal entity details, the key contacts and who is the main one, the services you are engaged to provide with their dates, and client due diligence including a risk assessment and identity verification. Remindoo's wizard walks through each of these, plus internal information and the previous accountant's details where relevant.
How long does onboarding take?
That depends on your own due diligence, but importing the company and its officers from Companies House removes most of the typing. Practices generally complete the record in one sitting, then continue the AML verification separately while the client responds.
Can I track referral sources?
Yes. The wizard records how the client found your firm, such as a referral channel. Because it is captured at onboarding rather than reconstructed later, you can see which sources are actually bringing work into the practice.
Related features
AML risk assessment software for accountants
Client services, deadlines and reminders
Recurring tasks 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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