Remindoo feature
Create tokens for emails and tasks for Accountants
Create tokens for emails and tasks in Remindoo helps UK accountancy teams standardise work, keep client context close and move deadlines forward with fewer manual checks. It connects to the wider practice workflow so owners, dates and next actions stay visible.
How to do it in Remindoo
- Open the email template editor.
- Review the available adjustable tokens.
- Open the task template settings.
- Review task tokens and tags.
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.
Task templates with tokens and tags
Task templates generate the actual jobs your team works on. Tokens fill in the client name, period end and due dates automatically, and tags let you filter workload by service type, priority or team.
How does it work?
Create the rule
Keep the process clear for partners, managers and the delivery team.
Apply it to client work
Keep the process clear for partners, managers and the delivery team.
Review progress
Keep the process clear for partners, managers and the delivery team.
Frequently asked questions
Create tokens for emails and tasks is a Remindoo feature for organising accountancy work with clear owners, statuses and client context.
Yes. Remindoo is built around UK practice terms, deadlines and workflows including VAT, CS01, CT600, payroll and CIS.
Yes. Remindoo connects feature workflows to client services and repeat tasks.
Loved by 100+ accountants and bookkeepers.
The Create Tokens feature in Remindoo allows you to generate and use dynamic variables (tokens) that automatically pull real-time data into emails, task descriptions, and workflow communications.
Instead of manually editing names, dates, services, or client details in every message, tokens automatically insert the correct information, reducing errors and saving time.
Dynamic Personalisation at Scale
Tokens act as smart placeholders that automatically populate information such as:
- Client name
- Company name
- Service type
- Due date
- Assigned team member
- Task title
- Custom workflow data
When the email or task is triggered, the system replaces the token with the correct data instantly. This enables personalised communication across hundreds of clients.
Searchable Token Library
While creating emails or task descriptions, Remindoo provides an Adjustable Tokens search bar. This allows you to:
- Quickly locate the exact token you need
- Browse available dynamic variables
- Avoid memorising token codes
- Speed up content creation
The searchable structure ensures zero confusion and faster template building.
One-Click Copy & Insert
Each token includes a quick copy function. With a single click, you can:
- Copy the required token
- Paste it directly into your email or task body
- Position it exactly where personalisation is needed
This makes token integration simple, even for non-technical users.
Consistency Across Workflows
Tokens can be used across:
- Email templates
- Task descriptions
- Reminder messages
- Workflow automations
- Internal team communications
This ensures consistent formatting and dynamic data population throughout the system.
Error Reduction & Accuracy
By relying on system-generated data instead of manual typing, tokens:
- Minimise spelling mistakes
- Prevent incorrect client information
- Reduce mismatched due dates
- Eliminate repetitive editing
This is especially important in compliance-driven accounting environments where accuracy is critical.
Scalable Automation Foundation
Tokens form the backbone of Remindoo’s automation capabilities. As your firm grows and handles:
- Recurring compliance tasks
- Multi-client service workflows
- Automated reminders
- Bulk communication campaigns
Dynamic tokens ensure every message still feels personalised and precise.
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
Dynamic Tokens for Automated Client Communication
Generate smart tokens that automatically insert real-time client and task data into emails, task descriptions, and workflow communications.
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
Create dynamic tokens in Remindoo that automatically insert client names, dates, services, and other details into emails and workflows saving time and reducing manual errors.
Every deadline. Every client. One system.
60-day free trial + free data migration + a free onboarding call
We move your clients, contacts, services and deadlines across for you, then walk your team through setup.
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.”
