Bulk Archive Clients
Archive multiple inactive client records at once using Remindoo. Keep your client database organised while securely preserving historical information.
How to do it in Remindoo
- Select clients in the client list.
- Review the selected-client action bar.
- Open Change Status and review the available options.
Six bulk actions
Send email to selected clients, sync them with Companies House, export to CSV, reassign users, change status or delete.
Loved by 100+ accountants and bookkeepers.
The Bulk Archive feature in Remindoo allows accounting firms to archive several inactive client records in a single action. This helps maintain a clean and organised client database without permanently deleting historical records.
Single or Bulk Client Selection
From the Client Management module (Clients menu) , firms can:
- Select individual clients by ticking the box next to their names
- Select multiple specific clients
- Use the main tick box at the top to select all clients
Once selected, a small pop-up action menu appears. The fourth option, “Archive,” allows you to archive the selected clients instantly.
Safe Record Management
Archiving moves client records out of the active client list without permanently deleting them. This ensures that:
- Historical data is preserved
- Past tasks and billing records remain accessible
- Compliance documentation stays intact
This is ideal for disengaged or inactive clients who may return in the future.
Cleaner Active Client List
By archiving inactive clients, firms can:
- Reduce clutter in the active client dashboard
- Improve visibility of current engagements
- Streamline reporting and task management
- Enhance overall system organisation
This keeps your working environment focused on active clients only.
Efficient Portfolio Management
Bulk Archive makes it easy to manage client transitions, particularly during:
- End-of-year clean-ups
- Client disengagement processes
- Portfolio restructuring
- Internal database maintenance
Instead of archiving clients one by one, firms can handle multiple records at once with full control.
The Bulk Archive feature provides a structured and secure way to manage inactive clients, ensuring your database remains organised while preserving important historical records within Remindoo.
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Smart Bulk Client Archiving for Accounting Firms
Quickly manage inactive clients by archiving records in bulk, helping your firm keep a structured and efficient client database.
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
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 Companies House integration 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
Use Remindoo’s Bulk Archive feature to efficiently manage inactive clients, keeping your database organised without losing important historical information.
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 Annie, Product Lead at 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.”
