Emails
Reply and Compose with AI Suggestion
Reply, Reply All or compose new emails with an AI-drafted message you can edit before sending.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Accountants write many similar emails every week: acknowledging a client's message, chasing records, explaining what is needed for year-end accounts. Remindoo's AI Suggestion speeds this up without removing control. When replying, open Reply to this thread, add anyone to CC or BCC, and click Ai Suggestion. A draft reply appears in the editor, written in response to the email you are reading. You edit it like any other message, using the full editor with formatting, links and images, then choose Reply or Reply All.
The same tool works when composing a new email. Enter a subject such as "Documents needed for your FY26 year-end accounts", add the recipient, and Ai Suggestion drafts a document request listing items such as the trial balance, bank statements, fixed asset details, loans and financing, invoices and receipts, and payroll records. You review it, tailor it to the client and click Send.
Because drafts always land in the editor first, the accountant decides what is sent. For a practice, that means quicker, more consistent client communication, particularly during peak periods when response times usually slip.
Reply in seconds
Add CC and BCC, click AI Suggestion for a draft reply, edit it, then Reply or Reply All.
What you can see
- Reply to this thread… with CC and BCC fields.
- Editor toolbar: File, Edit, View, Insert, Format, Tools, Table, Paragraph, font and size.
- AI-drafted reply placed in the editor for editing.
- Ai Suggestion button to generate the draft.
- Reply and Reply All buttons to send.
Why it matters: Replies start from a sensible draft, saving time while the accountant keeps full control of the wording.
Compose with AI
Write a subject such as "Documents needed for your FY26 year-end accounts" and AI Suggestion drafts the request listing trial balance, bank statements, fixed assets, loans, invoices and payroll records.
What you can see
- Compose Email window with Subject, To, CC and BCC.
- Subject: "Documents needed for your FY26 year-end accounts".
- AI draft listing trial balance, bank statements, fixed assets, loans, invoices and receipts, and payroll records.
- Ai Suggestion and Send buttons, with link and image icons.
Why it matters: Standard year-end document requests can be produced in moments and adjusted for each client.
Frequently asked questions
Can I connect Gmail and Outlook?
Yes. Connect a Gmail or Outlook account, a company mailbox and team members' mailboxes, then switch between them or view All Accounts.
Can I link an email to a client?
Yes. Use Link Client to attach any email to a client record; Link Task attaches it to one of that client's tasks.
Can I turn an email into a lead?
Yes. Create Lead opens the lead form with the sender's email and the subject already filled in.
Does Remindoo help write replies?
Yes. AI Suggestion drafts a reply or a new email that you can edit before sending.
Does AI Suggestion send emails automatically?
No. It places a draft in the editor; you edit it and choose Reply, Reply All or Send.
Can I use AI for new emails as well as replies?
Yes. AI Suggestion is available in the Compose Email window as well as in the reply box.
Continue the Emails guide
See emails in Remindoo
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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.”
