One Complete Client Profile for Your Practice
Details, contacts, services, AML, portal users, e-signature and timeline — on one record, with quick actions.
The client profile in Remindoo is a single record holding everything an accountancy practice knows about a client: basic and additional details, contacts, services, internal information, AML risk, portal users, e-signature documents and a client timeline, with quick actions on the client card.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- The client card shows Services, Status, AML Digital Verification, UTR, Company Website, Notes, Contact Info, Email and Document Folder
- Quick actions: Go To Client Profile, Document Folder, Manage Tasks, Add Custom Task, Go To CH, AI Summary, Mark Client Archive and Delete Client Profile
- Profile sections cover Basic Information, Contacts, Services, Internal Information, Risk Assessment & AML, Client Portal Management, E-Signature and Client Timeline
- Switch between basic and additional fields to capture every detail
- AI Summary generates a summary of the client
- Archiving a client keeps the historical data
The problem
Information in five places
Some of it is in the inbox, some on the shared drive, some in a spreadsheet nobody owns. Answering one client question means checking all three.
New staff cannot get up to speed
A new joiner has no way to see the full picture of a client without asking three colleagues what they remember.
Tool-switching all day
A client rings with a simple query and you open four screens before you can answer it.
How Remindoo fixes it
| Problem | In Remindoo | Outcome |
|---|---|---|
| Client data scattered across tools | One profile with Basic Information, Contacts, Services, Internal Information, Risk Assessment & AML, Client Portal Management, E-Signature and Client Timeline | The whole client picture in one place |
| Slow answers to simple questions | A client card showing services, status, AML verification, UTR, contact info and document folder | Most questions answered from one screen |
| Losing history when a client leaves | Mark the client archived instead of deleting | Historical data is kept while the active list stays clean |
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 client card with quick actions: Go To Client Profile, Document Folder, Manage Tasks, Add Custom Task, Go To CH, AI Summary, Archive and Delete.
The profile brings together Basic Information, Contacts, Services, Internal Information, Risk Assessment & AML, Client Portal Management, E-Signature and Client Timeline.
Switch between basic and additional fields to capture every client detail.
See every service on the client with pending tasks, assignees and reminders.
AML risk assessment data sits on the same profile.
Manage the client's portal users from the profile.
Why it matters for UK accountancy practices
A UK practice holds a lot per client: registered details and UTRs, the services engaged, AML risk and verification records, correspondence, deadlines and the internal notes that explain why things are done a certain way for that client.
When that sits in separate systems, the cost is paid twice — once in the time spent looking for things, and again when something important is missed because nobody saw it next to everything else. A client profile that carries services, AML and the timeline together makes the connections visible.
It matters most at the moments practices find hardest: onboarding a client mid-year, covering for a colleague during Self Assessment season, or picking up a portfolio after someone leaves. The record, not the person, holds the knowledge.
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
What is a client profile in practice management software?
It is the single record for one client. In Remindoo the profile holds basic and additional details, contacts, services, internal information, AML risk assessment, client portal users, e-signature documents and a timeline, so the practice does not need to piece the client together from separate systems.
What can I see on a Remindoo client card?
The card shows services, status, AML digital verification, UTR, company website, notes, contact information, email and the document folder, along with quick actions such as Go To Client Profile, Manage Tasks, Add Custom Task, Go To CH, AI Summary, archive and delete.
Can I add custom fields?
The profile lets you switch between basic and additional fields, so you can record more than the core company details on the client record. That keeps practice-specific information on the profile instead of in a side spreadsheet.
Can I create tasks from the client profile?
Yes. The client card's quick actions include Manage Tasks and Add Custom Task, so you can raise work for the client without leaving their record. Those tasks then behave like any other task in Remindoo, with owners and deadlines.
What does AI Summary do?
AI Summary generates a summary of the client from their record. It is there to help someone get up to speed quickly — for example before a call — rather than to replace reading the underlying detail on the profile.
What happens when I archive a client?
Marking a client as archived moves them out of your active client list while keeping the historical data. It is the sensible option when an engagement ends but you still need the record, as opposed to deleting the client profile outright.
Related features
Client portal software for accountancy firms
Client services, deadlines and reminders
The task card: one screen per client job
Remindoo is practice management software for accountancy and bookkeeping firms. See the client management hub or pricing with unlimited users.
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