Email templates
Reusable Email Templates for Accountants and Bookkeepers
Create or import professional email templates, personalise them with client and deadline information, and reuse them throughout Remindoo for consistent client communication.
Built for UK accountants, bookkeepers and growing accountancy practices.
How to do it in Remindoo
- Open Email Templates.
- Choose a template from the list.
- Review the email template editor.
- Insert the relevant tokens from the searchable token list.
Template library
Templates by subject, category (Leads, Proposals, Clients), last updated and status; create or import.
Tokens personalise every email
Insert tokens like ::Client Name::, ::Company Name:: and confirmation statement dates from the searchable token list. Header and footer are added automatically.
A Communication Library, Not Just Saved Emails
Build a reusable library connected to your clients, services, tasks, reminders and practice-wide branding.
- Create or import a template
- Personalise with tokens
- Assign a category
- Store in the library
- Access throughout Remindoo
- Reuse in emails, client communications and workflows
Your Central Template Library
- Create and store reusable templates
- Access saved templates throughout Remindoo
- Search the library and see the total number of templates
- Select one or several templates
- See subject, category, last updated date and person, and active status
- Edit or delete templates
- Sort by subject, last-updated date or who last updated it
- Paginated list
Create an Email Template
- Template name
- Email subject
- Active status
- Email category
- Searchable tokens
- Rich-text body
- Save or cancel
Templates can be given a category such as Clients, or stored without one.
Rich-text editor
- Paragraph styles
- Font and size
- Bold and italic
- Text and background colours
- Left, centre, right and justified alignment
- Tables and inserted content
- Undo and redo
Personalise with Dynamic Tokens
Search for a token and copy it into the subject or body, so one template produces client-specific emails.
- Client name
- Client type
- Company name
- Address
- Last year end
- Accounts due date
- HMRC Corporation Tax payment date
- Next accounts period end
- Confirmation Statement date
- Self Assessment date
- CIS period
- MTD ITSA quarter end
- Partnership period end
- VAT filing date
Header and Footer Added Automatically
Your practice's standard header and footer are added to every template automatically. Write only the main content, no need to repeat your logo, header, signature or footer.
See email branding in Practice settingsImport Ready-Made Templates
- Browse a prebuilt template collection
- Search by name
- Preview the subject and active status
- Select one or several templates
- Import them into your own library
- Edit imported templates afterwards
Examples in the collection (not a fixed or complete list):
- CIS contractor information requests
- P11D information requests
- MTD ITSA information requests
- Bookkeeping requests
- Tax investigation insurance
- Client call requests
- ATED
- Partnership Returns
- Registered Office renewals
- Referrals
- Review requests
- VAT reminders
- Payroll and PAYE
Part of Your Service Automation
- Create reusable client-request emails
- Personalise them with client and service dates
- Use them with service reminders
- Request information or documents
- Connect communications with tasks and client work
- Keep wording consistent across recurring services
Use Templates Across Remindoo
Frequently asked questions
Reusable emails stored in a central library and available throughout Remindoo, personalised with client and deadline tokens so one template produces client-specific messages.
Yes. Browse a prebuilt collection, search by name, preview subjects, select one or several templates and import them into your own library, where you can edit them.
Examples include CIS, P11D and MTD ITSA information requests, bookkeeping requests, tax investigation insurance, client call requests, ATED, Partnership Returns, Registered Office renewals, referrals, review requests, VAT reminders and payroll/PAYE communications. The library isn't limited to these.
Tokens include client name, client type, company name, address, last year end, accounts due date and HMRC Corporation Tax payment date, plus service dates such as VAT filing date, Self Assessment date, Confirmation Statement date, CIS period, MTD ITSA quarter end and partnership period end. Search for a token and copy it into the subject or body.
No. Your practice's standard header and footer, logo, signature and footer content, are added automatically, so templates only hold the main email content.
Yes. Templates can be assigned an email category, such as Clients, or stored without a category.
Yes. Search the library, sort by subject, last-updated date or the person who last updated it, and page through the list.
Yes. Each template has an active-status control, and you can also edit or delete templates.
Reusable email content can be used in service reminders and client information requests, keeping wording consistent across recurring services.
Send Consistent Client Emails Every Time
See how Remindoo's email templates, tokens and automatic branding keep every client communication accurate and on-brand.
Book a personalised demonstration based on your firm’s own process.
See it in action
More walkthroughs
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 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.”
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