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Bulk email / newsletter to clients

Reach a filtered segment of your client base in one send. Explore bulk email / newsletter to clients for accountants, CPAs and bookkeepers in Remindoo's clien

Reach a filtered segment of your client base in one send.

Purpose-built Bulk email / newsletter to clients software for accounting firms for accountants, CPAs and bookkeepers.

Card required · Cancel anytime · From $75.00 /month

Active workspace

Client Management · This week

Filter by service, type, manager or custom field

Assigned · Due this week

Templates with dynamic tokens

Assigned · Due this week

Personalised from your own address

Assigned · Due this week

Built for real practice work

Everything your team needs to run bulk email / newsletter to clients

One clear operating view

Keep the owner, deadline, client context and next action together. Your team sees what matters without opening another spreadsheet or chasing an update.

Less repetitive admin

Standardise the steps, automate handoffs and give every person a reliable next action.

Availability

Growth

Status: Building

Made for the whole firm

Partners get visibility, managers get control and team members get a focused queue of work.

Ready quickly

Configure your defaults once, then refine them as your practice grows.

Simple by design

How Bulk email / newsletter to clients works

A connected workflow from setup to review, without adding another disconnected tool.

  • 0 1 Set your practice defaults Choose owners, deadlines and templates for bulk email / newsletter to clients.
  • 0 2 Run the work together Your team works from shared client context and clear next actions.
  • 0 3 Review progress instantly See status, blockers and history without asking for manual updates.

Included in Remindoo

Connect bulk email / newsletter to clients to the rest of your practice

Add clients

Create a client in seconds manually, in bulk, or via bulk import or manually.

Multiple contacts, emails & phone numbers

Real clients have more than one person — record them all with roles.

Assign client & service managers

Clear ownership at both client and service level.

Add / remove multiple services

Attach the services a client actually buys and let workflows follow.

Bulk archive & delete clients

Tidy the list at year end without hours of clicking.

Entity management

Pull official company data in and keep it current.

Plans & pricing

Get Bulk email / newsletter to clients from $75.00/mo

Priced per client with unlimited users. 60-day free trial. Pay yearly upfront and save 10 %.

USD · excludes sales tax

Growth

Our recommended plan — everything in Core, plus AI, analytics and priority support.

$75.00 /mo

75 clients · excl. sales tax · $1.00 per client

or $810.00 /year paid upfront (save 10 %)

Bulk email / newsletter to clients included

  • AI task & client summaries
  • Email inbox integration & triage
  • Tax liability visibility (12 months free)
  • Advanced analytics, advanced employee roles & bulk comms

Core

Standard plan with all essentials included.

$67.50 /mo

75 clients · excl. sales tax · $0.90 per client

or $729.00 /year paid upfront (save 10 %)

Bulk email / newsletter to clients not included on this plan

  • Task, client & workflow management
  • Proposals, engagements & e-signatures
  • Client portal & document sharing
  • Leads pipeline & automated reminders

Prices update instantly with your client count · Cancel anytime · Full pricing & comparison

Frequently asked questions

Bulk email / newsletter to clients is part of Remindoo's Client Management workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.

Bulk email / newsletter to clients is included in Growth, alongside advanced automation, AI and reporting.

Yes. Bulk email / newsletter to clients is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.

Yes. Start a 60-day trial and test Bulk email / newsletter to clients with your own clients and workflows. A card is required to begin.

Put bulk email / newsletter to clients to work

Start with your own clients, deadlines and team. A card is required to begin the 60-day trial.

Built for UK practice growth

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.

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.”
Shaz Israr
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
Taxaccolega Chartered Accountants
“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.”
Afia Begum
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
Premier Books Consultancy Ltd

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