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Emails

Bulk Actions and Folders

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Select emails to archive, delete, mark as read or unread, or add a star.

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Built for UK accountants, bookkeepers and growing accountancy practices.

How it works

Keeping a practice inbox under control means dealing with emails in batches, not one at a time. Remindoo lets you tick the checkbox on any email card, or use Select all, and act on the whole selection. Once emails are selected, the header shows how many are chosen, with buttons to archive or delete, and a menu to Mark as Read, Mark as Unread or Add Star.

Bulk actions work hand in hand with the inbox folders. Archived emails move out of the working view but remain available in Archived. Starred emails collect in Starred for follow-up. Unread shows anything not yet opened, and Complete holds emails whose work has been finished. Together these turn the inbox into a working queue rather than an ever-growing list.

For accountants returning from leave or clearing down after a deadline, bulk actions save real time. A run of automated notifications can be marked as read and archived in two clicks, leaving client emails that need attention clearly visible.

In this chapter

  1. Act on many emails

01

Act on many emails

Select emails to archive, delete, mark as read or unread, or add a star.

Bulk email actions.

What you can see

  • Two email cards ticked, with 2 selected shown in the header.
  • Archive and Delete buttons for the selection.
  • More menu with Mark as Read, Mark as Unread and Add Star.
  • Synced at time still visible beside the selection controls.

Why it matters: Clearing routine mail in batches keeps the inbox focused on client work.

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.

Can I archive several emails at once?

Yes. Select the emails and click the archive button in the selection bar.

What bulk actions are available?

Archive, delete, Mark as Read, Mark as Unread and Add Star.

Continue the Emails guide

PreviousReply and compose with AI SuggestionNextGuide: How accountants manage client email
All emails guidesCRM for accountants

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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

  • Email templates →
  • Automated reminders →
  • Email management →
  • Real-time notifications →

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.”
Shaz Israr
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
Taxaccolega Chartered Accountants
“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.”
Afia Begum
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
Premier Books Consultancy Ltd

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