Loved by 100+ accountants and bookkeepers.
Create Tokens
The Create Tokens feature in Remindoo allows you to generate and use dynamic variables (tokens) that automatically pull real-time data into emails, task descriptions, and workflow communications.
Instead of manually editing names, dates, services, or client details in every message, tokens automatically insert the correct information, reducing errors and saving time.
Dynamic Personalisation at Scale
Tokens act as smart placeholders that automatically populate information such as:
- Client name
- Company name
- Service type
- Due date
- Assigned team member
- Task title
- Custom workflow data
When the email or task is triggered, the system replaces the token with the correct data instantly. This enables personalised communication across hundreds of clients.
Searchable Token Library
While creating emails or task descriptions, Remindoo provides an Adjustable Tokens search bar. This allows you to:
- Quickly locate the exact token you need
- Browse available dynamic variables
- Avoid memorising token codes
- Speed up content creation
The searchable structure ensures zero confusion and faster template building.
One-Click Copy & Insert
Each token includes a quick copy function. With a single click, you can:
- Copy the required token
- Paste it directly into your email or task body
- Position it exactly where personalisation is needed
This makes token integration simple, even for non-technical users.
Consistency Across Workflows
Tokens can be used across:
- Email templates
- Task descriptions
- Reminder messages
- Workflow automations
- Internal team communications
This ensures consistent formatting and dynamic data population throughout the system.
Error Reduction & Accuracy
By relying on system-generated data instead of manual typing, tokens:
- Minimise spelling mistakes
- Prevent incorrect client information
- Reduce mismatched due dates
- Eliminate repetitive editing
This is especially important in compliance-driven accounting environments where accuracy is critical.
Scalable Automation Foundation
Tokens form the backbone of Remindoo’s automation capabilities. As your firm grows and handles:
- Recurring compliance tasks
- Multi-client service workflows
- Automated reminders
- Bulk communication campaigns
Dynamic tokens ensure every message still feels personalised and precise.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Dynamic Tokens for Automated Client Communication
Generate smart tokens that automatically insert real-time client and task data into emails, task descriptions, and workflow communications.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track VAT, Corporation Tax, PAYE, and Self Assessment Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Create dynamic tokens in Remindoo that automatically insert client names, dates, services, and other details into emails and workflows saving time and reducing manual errors.