Add Multiple Contacts, Phone Numbers and Emails
Loved by 100+ accountants and bookkeepers. Multiple Contacts, Phone Numbers and Email Addresses Accounting firms often work with several representatives withi
Loved by 100+ accountants and bookkeepers. Multiple Contacts, Phone Numbers and Email Addresses Accounting firms often work with several representatives within the same client organisation. With Remindoo, you can store multiple contacts, phone number
Loved by 100+ accountants and bookkeepers.
Accounting firms often work with several representatives within the same client organisation. With Remindoo, you can store multiple contacts, phone numbers, and email addresses under a single client profile, ensuring accurate records and more efficient communication.
Centralised Contact Management Within Client Profiles
Remindoo allows users to access the Contacts section directly from the Client Profile, where all representatives linked to that client can be added and managed. This centralised structure keeps every relevant contact in one place, eliminating duplication and making client records easier to maintain.
Add Multiple Representatives and Communication Channels
Firms can save different individuals associated with the same company, including directors, finance managers, administrative contacts, and external representatives. Each contact can include multiple phone numbers and email addresses, ensuring your team always has the correct contact details.
Store Detailed Contact Information
Each contact record can contain comprehensive information such as:
This helps teams quickly identify the appropriate person to contact for specific matters.
Easily Update and Maintain Accurate Records
Contacts and their communication details can be added, edited, or updated from the same interface. If a representative changes role or contact information is updated, records can be amended instantly without affecting the main client profile.
Improve Communication Accuracy and Response Times
By maintaining multiple contacts and communication methods within Remindoo, accounting firms can:
This feature ensures every client profile contains complete, accurate, and easily accessible contact information, helping firms communicate more efficiently and with greater confidence.
Multiple Contacts, Phone Numbers and Email Addresses for Better Client Management
Store and manage multiple contacts, phone numbers, and email addresses within each client profile to keep communication organised, accessible, and connected across your accounting workflows. Remindoo helps firms maintain accurate client records and improve collaboration without switching between systems.
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Firms That Love Remindoo
Multiple Client Contact Details Management
Store and manage multiple phone numbers and email addresses under a single client profile to ensure accurate communication and faster client interaction.
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 sales tax, Corporate Tax, payroll, and Form 1040 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
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The compliance management is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeper @ Bean Counter
Store multiple phone numbers and email addresses under one client profile in Remindoo. Ensure faster communication, accurate records, and seamless client interaction across your accounting firm.
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
Why consistent client communication matters
Much of an accountant's week goes on chasing records and answering the same questions. Standard messages and timely reminders cut that chasing down.
Records arrive sooner
Reminders sent well before a deadline give clients time to send what you need.
Professional and consistent
Templates keep tone, content and deadlines accurate, whoever sends the email.
Less manual work
Tokens merge client details into messages, so one template works for every client.
A clear audit trail
Sent messages recorded on the client timeline show what was asked for and when.
Practical tips from UK practice
- Send the first records request at least six weeks before the internal deadline.
- Keep reminder emails short, with one clear action and a date.
- Review templates each tax year so dates and rules stay current.
- Use bulk emails for practice-wide updates such as new rules or office closures.
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.”
