Email Integration/Connect Inbox
Streamline client communication with Remindoo Email Integration. Connect Gmail or Outlook inboxes, manage emails, tasks.
How to do it in Remindoo
- Open Email Connections.
- Review Gmail or Outlook connections.
- Check provider and last-sync information.
- Use the mailbox switcher to review available inboxes.
Email connections
Connect personal Gmail or Outlook and see the shared company inbox, provider, linked date and last sync.
Every mailbox in one place
Connect your own Gmail or Outlook, a shared company email and team members' mailboxes, then switch between them or choose All Accounts.
Loved by 100+ accountants and bookkeepers.
Managing client communication across multiple platforms can quickly become overwhelming for accounting firms. With Remindoo, Email Integration/Connect Inbox brings your Gmail or Outlook directly into a single system. This helps you manage emails, tasks, and client communication efficiently and in a more organised way.
Direct Inbox Integration With in Remindoo
From the email module, Remindoo allows you to connect your email account directly, whether it is Gmail or Outlook. Once integrated, your inbox becomes accessible inside the platform, removing the need to switch between tabs or applications. This creates a more streamlined workflow where communication and task management function simultaneously.
Link Emails to Tasks, Clients, and Teams
Every email can be connected to a specific client, task, or team member within Remindoo . This ensures that communication is always tied to the relevant workflow, making it easier to track context and avoid miscommunication. Teams can instantly understand the purpose of an email and take action without delays.
Priority Management and Organised Email Handling
Remindoo enables users to assign priority levels such as critical, high, medium, or low to each email. This helps teams focus on what matters most and respond accordingly. In addition, users can create labels, mark emails as favourites, and organise them based on importance, improving overall efficiency in handling communication.
Advanced Filtering and Search Capabilities
Finding the right email is simple with built-in filters and search functionality. Users can sort emails through folders such as unread, starred, archived, completed, sent, spam, or trash. The global search feature further enhances accessibility, allowing quick retrieval of specific emails without manual effort.
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
Built-in Email Composition with Internal Collaboration
Remindoo also allows users to compose emails directly within the platform, complete with subject lines, CC, BCC, attachments, links, and images. AI-assisted suggestions can support email drafting, while internal comments and file attachments enable team collaboration without exposing internal notes to clients. This ensures clear communication both externally and within the 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
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
Add or remove multiple services at once in Remindoo to keep client profiles up-to-date, maintain flexibility, and ensure operational efficiency
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.”
