Loved by 100+ accountants and bookkeepers.
Create Email Templates
The Create Email Templates feature in Remindoo allows firms to build unlimited reusable email templates that standardise communication while saving time across teams. Instead of drafting repetitive emails manually, you can design once and reuse across tasks, reminders, and automated workflows.
Unlimited Reusable Templates
Remindoo allows you to create and store unlimited email templates for different operational needs, such as:
- Task notifications
- Deadline reminders
- Client document requests
- Compliance alerts
- Onboarding communication
- Internal team updates
Each template can be reused repeatedly without rebuilding the content.
Centralised Template Management
All templates are stored in a dedicated Email Templates section within Settings. This ensures:
- Easy access for authorised users
- Structured organisation of communication assets
- Quick editing and updates
- Full visibility over active and inactive templates
This centralisation eliminates scattered drafts and inconsistent messaging.
Rich Text Email Editor
Remindoo provides a professional email editor that allows you to:
- Format text (bold, italics, alignment, lists)
- Insert links
- Structure paragraphs clearly
- Maintain clean, professional layouts
This ensures that all outgoing communication reflects your firm’s professional standards.
Token-Based Personalisation
One of the most powerful features is the ability to use adjustable tokens (dynamic variables). These tokens automatically pull relevant data such as:
- Client name
- Company name
- Service details
- Due dates
- Assigned team member
This enables personalised communication at scale, without manually editing each email. For example, a single reminder template can dynamically adapt to hundreds of different clients.
Automated Branding Integration
Remindoo automatically adds the system-defined header and footer to your emails. This ensures:
- Consistent branding
- Professional presentation
- Standardised signatures
- No need to manually insert logos or email footers
It reduces formatting errors and keeps branding uniform across all communications.
Workflow & Reminder Integration
Once created, email templates can be connected to:
- Tasks
- Recurring jobs
- Client reminders
- Workflow automations
This means your communication can be triggered automatically based on task status, deadlines, or predefined actions to reduce manual follow-ups.
Edit Anytime, Update Everywhere
Templates can be modified at any time. Once updated, the revised version becomes available for future use, ensuring your messaging evolves with:
- Regulatory changes
- Service updates
- Internal process improvements
- Branding adjustments
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Reusable Email Templates for Efficient Client Communication
Create and manage unlimited email templates to standardise communication, reduce repetitive work, and improve efficiency across your accounting team.
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
Create reusable email templates in Remindoo to save time, maintain consistency, and streamline communication across tasks, reminders, and automated workflows.