Remindoo’s Real-Time Automated Client Reminders & Notifications Alert
Stay informed with Accounting Alerts & Notifications to receive timely updates on client reminders, flagged risks, and important deadlines.
How to do it in Remindoo
- Open Notification Management.
- Choose the task or checklist event.
- Review the in-app setting.
- Review the email setting for that event.
In-app and email, per event
Turn notifications on or off per event — task assigned, updated or deleted, subtask assigned, checklist updated or submitted — for in-app and email.
With Remindoo alerts, Accountants receive instant notifications for all client-related tasks and events. These real-time alerts will keep everyone on your team updated. So they can avoid last-minute scrambles that can affect the service quality.
Flag Risk & Compliance With Remindoo Instant Alerts
With Remindoo automated alerts, accountants are instantly notified. You will get alerts right on time if any potential compliance issues or client risks arise. You and your team can take quick corrective measures which will reduce errors, and keep you fully aligned with regulatory requirements. This will significantly lower the chances of facing penalties or missing important obligations.
Accounting Teams Can Stay Updated With Task Progress
You’ll receive notifications and alerts for important updates, changes, deadlines, or any activities related to tasks. Accountants can keep track of all tasks in real time to improve overall accountability. This also helps them to make sure every step in your service workflow is properly handled.
Automate Your Operational Follow-ups
Remindoo practice management software can send alerts for tasks that come up regularly, document uploads, or service renewals. These notifications reduce your manual follow-ups and keep workflows running smoothly.
Start your free trial today.
Join hundreds of accounting firms already using Remindoo to streamline their operations and grow their business.
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.”
