Emails
Triage Every Email: Priority, Labels and Assignees
Priority, a label such as Year End, an assignee, plus the linked task and client — all visible at the top of the email and on the card.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Email triage is how a practice decides what gets done first and by whom. In Remindoo, every email starts with a priority of Not set. Click the badge to choose Critical, High, Medium or Low, so a letter from HMRC or an urgent payroll query can be flagged above routine correspondence. Labels add a second layer: tag emails with categories such as Year End so related work can be grouped and found quickly.
Assignees close the loop on ownership. Add one or more colleagues to an email and their avatar appears on the email card in the list, not just inside the message. Combined with the linked task and linked client chips at the top of the email, a fully triaged message tells anyone in the team what it is about, how urgent it is, who owns it and which job it belongs to.
For practice managers, this replaces the "has anyone replied to this?" conversation. You can scan the inbox and see priority badges and owners at a glance, which helps keep response times consistent during busy periods such as the January self assessment deadline and year-end season.
Set priority
Critical, High, Medium or Low.
What you can see
- Not set badge beside the subject opens the priority menu.
- Four levels: Critical, High, Medium, Low.
- Add Labels and assignee controls below.
- Linked client chip Kestrel Logistics Ltd already in place.
Why it matters: Urgent client matters are flagged clearly, so they are dealt with before routine mail.
Fully triaged
Priority, a label such as Year End, an assignee, plus the linked task and client — all visible at the top of the email and on the card.
What you can see
- Priority set to Medium.
- Labels: showing Year End.
- Assigned to: with the colleague's avatar and + to add more.
- Linked task and linked client chips, each removable with a cross.
- Email card shows the Medium badge, assignee avatar and client name.
Why it matters: Ownership and urgency are visible from the inbox list, so work is not duplicated or missed.
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.
What priority levels can I set on an email?
Critical, High, Medium and Low. Emails without one show Not set.
Where can I see who an email is assigned to?
At the top of the email under Assigned to, and as an avatar on the email card in the inbox list.
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.”
