Emails
Link Emails to Clients, Tasks and Leads
File emails against the right client and task, or turn an enquiry into a lead with one click.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
An email only becomes useful practice information when it is attached to the right client and the right job. Remindoo gives you three actions at the top of every email: Link Client, Link Task and Create Lead. Link Client opens a search box; type a few letters, such as "Kestrel", pick Kestrel Logistics Ltd and click Assign. The client name then replaces Unknown on the email card and appears as a chip in the reading pane, with a cross to remove it if needed.
Link Task lists that client's tasks, for example Year-end accounts prep FY26, so the email sits against the job it relates to. If there is no suitable task, Create New Task starts one straight from the email. This is how a request for missing bank statements ends up on the year-end job rather than buried in someone's inbox.
For new enquiries, Create Lead opens the full lead form with the sender's email already added and the subject placed in Notes. You can also use Import from Companies House to fill company details. Linking emails this way builds a reliable client communication record, helps with audit trail and makes handovers between team members straightforward.
Link Client
Search your clients and assign the email; the client name then shows on the email card and in the reading pane.
What you can see
- Link Client opens Select a client to link with.
- Search box with "Kestrel" typed.
- Result Kestrel Logistics Ltd marked as selected.
- Assign button to link the email.
- Link Task and Create Lead alongside.
Why it matters: Filing an email to the client takes seconds, so the client record holds the full conversation.
Link Task
Pick one of the client's tasks, or Create New Task from the email.
What you can see
- Select a task to link with dialog with a search box.
- Client task Year-end accounts prep FY26 selected.
- Create New Task button to start a task from the email.
- Assign button to link the task.
- Linked client chip Kestrel Logistics Ltd now shown, and on the email card.
Why it matters: The email sits on the job it belongs to, so whoever works the task sees the client's message.
Create Lead
New enquiry? Create a lead with the sender's email and the subject as notes, or import the company from Companies House.
What you can see
- Create Lead form with steps Basic Information, Contacts, Information & Attachments.
- Import from Companies House button.
- Lead Name, Area Code (United Kingdom | +44), Mobile no. and Lead Email fields.
- Sender's email pre-added as Email #1.
- Notes pre-filled with the email subject.
- Type of Business, Turnover, Payroll & PAYE and Services Needed fields.
Why it matters: New enquiries go straight into the sales pipeline without retyping, so fewer prospects slip through.
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 create a task from an email if one does not exist?
Yes. In the Link Task dialog, use Create New Task to start one from the email.
What is filled in when I create a lead from an email?
The sender's email address is added and the email subject goes into Notes; you can also import company details from Companies House.
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.”
