Email Management and Triage Software for Accountants
Turn every important email into structured action. Connect messages with clients, create leads and tasks, assign responsibility and manage multiple practice inboxes from Remindoo.
Built for UK accountants, bookkeepers and growing accountancy practices.
What is Remindoo email triage?
Remindoo is an email triage and workflow inbox for accounting firms. Rather than being just another email client, it lets your team decide what each message needs, connect it to the right client, lead or task, and see who is responsible until it is done.
From email received to work complete
- 1Email received
- 2Categorise or prioritise
- 3Identify the sender
- 4Link to a client or create a lead
- 5Link to an existing task or create a new task
- 6Assign to any or all users
- 7Add comments or internal context
- 8Reply or take action
- 9Mark complete or archive
Manage multiple connected inboxes
- Connect more than one email account
- Switch between connected mailboxes
- Keep separate practice inboxes in one system
- Send and receive through each connected address
- Send from your practice's own domain
Turn emails into leads, tasks and client records
Create a lead
Turn a relevant enquiry into a lead, assign responsibility and place it into the sales pipeline.
Create a task
Most of the details are pulled in from the email; add anything extra and set deadlines before it joins the task workflow.
Link to an existing task
Connect the email to work already under way so assignees have the context.
Assign to any or all users
Route the message to the right people; colleagues who manage the linked client are tagged automatically.
Create task makes new work from the email. Link to task connects the email to work that already exists. Emails never become leads automatically — you choose which enquiries to convert.
Separate what needs action from what is handled
Mailbox views let your team see unread and starred messages, mark handled emails as complete and archive the rest.
- Inbox
- Unread
- Starred
- Archived
- Complete
- Sent
- Spam
- Trash
- All emails
Inbox categories keep client work away from promotional and social mail.
- Primary
- Promotions
- Social
- Updates
Write faster and more consistently
- To, CC and BCC
- Rich-text editor
- AI email suggestions
- Reusable email templates
- Dynamic tokens for client details
Practice emails in one place
Task notifications, colleague mentions, information requests, proposal activity, and invoice and overdue-payment emails sit alongside client correspondence, so nothing lives in isolated personal inboxes.
Everything included in Remindoo email
- Compose emails
- To, CC and BCC
- Rich-text editor
- AI email suggestions
- Multiple email accounts
- Send from connected addresses
- Link email to a client
- Create a lead from an email
- Create a task from an email
- Link email to an existing task
- Assign to any or all users
- Automatic tagging of client managers
- Add comments
- Star important emails
- Mark as complete
- Archive
- Manage unread
- Spam and trash
- Inbox categories
- Select multiple messages
- Sender, subject, preview and time
- Client association shown
- Task notifications
- Colleague-mention notifications
- Information-request emails
- Proposal activity
- Invoice and overdue-payment emails
- Templates and dynamic tokens
- Send from your own domain
Detailed email features
Inbox integration and triage
Bring practice email into Remindoo and sort what needs action.
Link emails to clients
Keep correspondence on the right client record.
Convert emails to tasks
Turn a request into assigned, trackable work.
Internal notes on emails
Add team context without replying to the client.
AI email suggestions
Draft replies faster with AI-assisted composition.
Email templates
Reuse consistent wording for common messages.
Dynamic tokens
Personalise templates with client details automatically.
Send from your own domain
Emails come from your practice address.
Lead management
Where leads created from emails continue.
Task management
Where tasks created from emails are delivered.
Client management
The client record your linked emails sit on.
Automated reminders
Scheduled client follow-ups alongside your inbox.
Protect Shared and Team Email Visibility
Allow employees to connect their own mailbox while separately controlling access to the company inbox and other team members’ emails. Access depends on each role's permissions — administrators do not read every employee's email by default.
Explore Roles & PermissionsReuse Stored Email Templates
Select a stored template when composing, and its client and deadline tokens fill in automatically.
Explore Email templatesTrack Campaign Recipients and Delivery Status
Review client, lead and employee campaigns, see recipient-level processing information and identify campaign errors from one campaign-management area.
Explore Practice ControlsEmails Sent by Automation Rules
Automation rules can send stored email templates to chosen recipients when a record changes status.
Explore automated client requestsFrequently asked questions
What is email triage software for accountants?
It helps accounting firms sort incoming email, decide what needs action, connect messages to clients, leads and tasks, and make it clear who is responsible for each email.
Can I connect more than one email account?
Yes. Remindoo supports multiple connected email accounts, so you can switch between practice mailboxes and send and receive through each connected address.
Can I create a lead from an email?
Yes. When a relevant enquiry arrives, you can create a lead from that email and continue follow-up in the sales pipeline. Emails do not automatically become leads — you choose which ones to convert.
Can I create a task from an email?
Yes. Creating a task from an email pulls in most of the information for you — you simply add anything extra and set deadlines, then it joins your task workflow so requests are not left unnoticed in the inbox.
What is the difference between creating a task and linking to a task?
Creating a task makes new work from the email. Linking to a task connects the email to work that already exists, so the assignee has the communication in context.
Can I link emails to clients?
Yes. Incoming and outgoing emails can be linked to the correct client, so correspondence stays with the client record and is visible to the wider team.
Can I assign emails to team members?
Yes. You can assign an email to any user or to all users, and team members who manage the linked client are tagged automatically, so ownership is visible and messages reach the right people.
Can the team add internal comments to emails?
Yes. Internal comments add context for colleagues without being sent to the client.
Which mailbox views are available?
Inbox, Unread, Starred, Archived, Complete, Sent, Spam, Trash and All emails. The inbox can also be split into Primary, Promotions, Social and Updates categories.
Can I mark an email as complete?
Yes. Marking an email as complete separates messages that have been handled from those still needing action.
Does Remindoo help me write emails?
Yes. The composer supports To, CC and BCC, a rich-text editor, reusable templates with dynamic tokens and AI email suggestions.
Can I send emails from my practice's own domain?
Yes. Emails can be sent through your practice's own domain so clients see your firm's address.
Can I manage several emails at once?
Yes. You can select multiple messages to archive, star, mark or move them together.
Which other emails appear alongside my inbox?
Remindoo also handles task notifications, colleague mentions, information-request emails, proposal activity, and invoice and overdue-payment emails, so practice communication sits in one place.
Turn Your Inbox into Structured Work
Remindoo connects email with clients, leads, tasks and your team, so every important message has an owner and a next step.
Book a personalised demonstration based on your firm’s own process.
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.”
