# Mindie for accountants

> Mindie keeps an accountant's client document chasers, filing reminders and personal deadlines in WhatsApp, set in seconds during busy season. 7-day free trial.

Source: https://www.getmindie.app/for/accountants (updated 2026-10-29)

## Messages to send Mindie
- Chase missing documents: "Remind me Monday at 11am to chase Marcus for his bank statements"
- A yearly filing date: "Every year on 1 July at 9am remind me to start the audit checklist for Bennett Bakery"
- Your own CPD: "Remind me on 1 November at 9am I need 8 more CPD hours by 31 December"

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.

## 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](/reminders/sales-tax-return) and [income tax deadline](/reminders/income-tax) 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](/tools/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.

## FAQ

### 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.

## Related
- [Sales tax and VAT return reminder](https://www.getmindie.app/reminders/sales-tax-return)
- [Income tax deadline reminder](https://www.getmindie.app/reminders/income-tax)
- [Mindie for small business owners](https://www.getmindie.app/for/small-business-owners)
- [Mindie for lawyers](https://www.getmindie.app/for/lawyers)