Knowledge Base
HOW TO Send Bulk Emails TO Clients FOR Your Monthly Newsletter
Find practical Remindoo guides for managing internal and external deadlines, bulk updates, snoozing, archiving, subtasks and client communications. Guides are structured for quick answers and clear next actions.
Search guides
HOW TO Manage Internal AND External Deadlines IN Remindoo
Open the guide for the full step-by-step walkthrough.
HOW TO Bulk Snooze Tasks IN Remindoo
Open the guide for the full step-by-step walkthrough.
HOW TO Snooze Accounting Tasks IN Remindoo
Open the guide for the full step-by-step walkthrough.
HOW TO Bulk Reassign Tasks IN Remindoo
Open the guide for the full step-by-step walkthrough.
HOW TO Archive Tasks IN Remindoo
Open the guide for the full step-by-step walkthrough.
HOW TO ADD Subtasks IN Remindoo FOR Better Task Management
Open the guide for the full step-by-step walkthrough.
HOW TO Send Bulk Emails TO Clients FOR Your Monthly Newsletter
Open the guide for the full step-by-step walkthrough.
Why a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
