Link Emails to Clients
Improve client communication with Remindoo. Link emails directly to client records for better organisation, workflow accuracy, and full visibility.Slug:
How to do it in Remindoo
- Open an email.
- Choose Link Client and search clients.
- Select the relevant client.
- Review Link Task for task context.
Link Client
Search your clients and assign the email; the client name then shows on the email card and in the reading pane.
Link Task
Pick one of the client's tasks, or Create New Task from the email.
Loved by 100+ accountants and bookkeepers.
Managing client communication efficiently is essential for accounting firms handling multiple workflows at once. With Remindoo, the Link Emails to Clients feature ensures that every email is properly connected to the right client record, improving organisation, visibility, and workflow accuracy.
Direct Client Linking From the Email Module
Within the email module, users can directly link any email to a specific client using the “Link Client” option. This allows accountants to associate communication instantly without switching between systems. It ensures that all client-related emails are stored in the correct context for easy access later.
Search-Based Client Selection for Faster Linking
Remindoo includes a built-in search bar within the linked client section, making it easy to find and attach the correct client. Users can quickly type a client name and select it from the list, reducing manual effort and ensuring accurate email-to-client mapping across the system.
Enhanced Workflow Through Task and Assignee Integration
Once an email is linked to a client, it can also be connected to specific tasks and assigned to team members. This helps ensure that communication is not only stored correctly but also acted upon by the right person. It improves accountability and ensures that no client request is missed or delayed.
Better Organisation With Labels and Structured Communication
Emails linked to clients can be further organised using labels, making it easier to categorise and prioritise communication. Whether it’s compliance, urgent queries, or routine updates, structured labelling helps firms manage high volumes of client emails more efficiently and transparently.
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
Smarter Email Linking for Client Management
Remindoo allows you to automatically link emails to the correct client records, keeping all communication organised in one place. This improves visibility across workflows and ensures nothing gets missed or misplaced.
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 a single client record matters
When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.
One version of the truth
Everyone sees the same services, contacts, deadlines and notes for each client.
Accurate deadlines
Companies House sync brings in company details and filing dates, reducing manual errors.
Better client service
A full timeline means anyone can answer a client question with the history in front of them.
Secure document sharing
A client portal is safer than sending financial documents as email attachments.
Practical tips from UK practice
- Import companies from Companies House rather than typing details by hand.
- Record every service a client takes, so recurring work is created automatically.
- Add a short note after every important client call.
- Ask clients to upload documents through the portal rather than by email.
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.”
