Mindie for accountants
Updated .
Mindie is a WhatsApp assistant that keeps an accountant's document chasers, filing reminders and personal deadlines in one chat. Send "remind me Monday at 11am to chase Marcus for his bank statements" and it's done in the time it takes to say it.
Busy season is a long list of other people's missing paperwork. Each client needs a nudge at a different time, and the chasing usually happens late at night from memory.
Mindie
on WhatsApp
Chase missing documents
A yearly filing date
Your own CPD
What accountants use it for
- Chasing client documents, a reminder per client, per missing item.
- Yearly and quarterly work per client, set once with "every year" or "every 3 months".
- Your own filings and payments. See sales tax and VAT return and income tax deadline reminders.
- CPD hours and membership renewals.
- Notes from client calls, by voice.
Why it fits
- Clients already send documents on WhatsApp. Set the chaser in the next chat over.
- Several reminders in one message, handy at the start of a filing season.
- A Sunday recap shows the week's chasers.
The free reminder message writer helps with the wording of the chaser itself.
How it works
Link your WhatsApp number, then send reminders, notes and lists in plain words, voice notes or screenshots. Mindie confirms each one and messages you on time, in your timezone. Reply to a reminder to move it. Every Sunday it sends a recap of the week ahead.
What Mindie doesn't do
- It doesn't message clients or connect to accounting software.
- It isn't a practice management system, and its pages aren't tax advice.
Questions
Can Mindie send document requests to my clients?
No. Mindie only messages you. It reminds you to chase; the message to the client comes from you, and the reminder message writer can help with the wording.
Can I set reminders for many clients at once?
Yes. Several reminders in one message become separate reminders, each with its own time.
Can it handle quarterly deadlines?
Yes. Send "every 3 months on the 15th at 10am remind me to start the quarterly returns". If the quarter dates arent evenly spaced, list them as yearly reminders in one message.
Mindie works in your own WhatsApp chat: it reminds you, and never messages your clients, patients or family for you. Checked on 29 October 2026.
Related
From the blog
Busy Season Checklist for Accountants: Before, During and After
A practical busy season checklist for accountants and bookkeepers: what to set up in advance, how to run the chasing, and what to do once the deadline passes.
Personal Tax Season Checklist: Get Organised Before the Deadline
A tax season checklist for getting organised early: which documents to collect, where to keep them and a reminder for each deadline. Routines, not tax advice.
Try Mindie in your own WhatsApp
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