Global Settings
Central Practice Settings for Accountants and Bookkeepers
Configure your practice information, email communications, HMRC connections, employee security and preferred AI provider from one central Remindoo workspace. Set consistent preferences across your practice without managing each part of your workflow separately.
Built for UK accountants, bookkeepers and growing accountancy practices.
Configure Your Accountancy Practice from One Place
Global Settings holds the tenant-wide controls that apply across your Remindoo workspace. Keeping practice-level configuration in one administrative area means fewer inconsistencies and less time hunting for the right screen.
Tenant Information
Practice details, administrator and contacts.
Email Settings
Branding, Gmail and Outlook connections, sending preferences.
HMRC
Agent Authorisation accounts and tax-liability connections.
Security
Mandatory multi-factor authentication for employees.
AI Providers
Choose and manage the provider behind supported AI features.
Manage Your Practice Information
Authorised users maintain central tenant details:
- Active tenant status
- Practice or company name
- Default page length
- International area code
- Phone number
- Business address
- City or town
- Company number
- Postcode
- Region
- Country of residence
A configurable default page length lets teams control how many records appear at once when working through larger lists.
Maintain Key Practice Contacts
View the current administrator and keep tenant contact information organised, moving between available contacts as needed.
- Contact names and email addresses
- Business website
- Area code and mobile number
- Address information
- Nationality and date of birth where required
These are administrative records only — they do not carry out identity verification, HR management or AML checks by themselves.
Create Consistent Practice-Wide Email Branding
Build reusable headers and footers for outgoing emails, helping every team member send communications that look consistent with your brand.
Email header
- Add your company logo
- Add a practice tagline
- Add other standard header content
- Apply the header to outgoing communications
Email footer
- Contact information
- Social links
- Disclaimers
- Branded visual content, created in a rich-text editor
The editor supports paragraph and text formatting, font selection and size, bold and italic, colour and background, tables and inserted content, and undo/redo. Preview or edit the standard sections, send a test email, then save the tenant-wide design.
Connect Practice Email Accounts
Remindoo connects with Google/Gmail and Microsoft Outlook, so accountants can manage client communication alongside clients, leads and tasks without switching between disconnected systems.
- Connect a personal email account
- Manage emails inside Remindoo
- Connect a shared company inbox
- See the connected provider and connection status
- See when the account was linked and its most recent synchronisation
- Edit the email display name
- Disconnect an account
Support Personal Mailboxes and a Shared Company Inbox
Personal mailbox
Each user connects their own inbox.
Shared company inbox
One inbox for practice-wide communication.
Display names
Recognisable names on client correspondence.
Synchronisation visibility
See connection status and last sync at a glance.
Control Practice-Wide Email Preferences
- Monitor your practice's remaining daily email allowance
- See the tenant's total daily sending allowance
- Set the reply-to email address
- Set the name used for outgoing correspondence
- Apply that name to bulk client emails and similar communications
- Save tenant-wide preferences
Organise HMRC Agent Authorisation Accounts
Administer the HMRC agent connections your practice uses.
- View HMRC Agent Authorisation accounts
- Add a new HMRC account
- Add an XML HMRC account
- Manage multiple authorisation accounts
- Clear guidance when no account has been added yet
Manage HMRC Tax Liability Connections
Connect and manage HMRC agent accounts used to access supported client tax-liability information.
- Add an HMRC tax-liability agent
- Connect an agent account
- View connection validity or status
- Edit agent details
- Remove an agent connection
- Manage access for supported tax areas
- VAT
- PAYE
- Self Assessment
- Corporation Tax / CT600
This does not file returns, make tax payments, obtain HMRC authorisation automatically or replace Government Gateway security.
See client tax liabilities in Client managementStrengthen Access with Mandatory Multi-Factor Authentication
Make multi-factor authentication mandatory for all employees, applied centrally across the practice, instead of relying on each person to enable it voluntarily. This adds an additional authentication step for employee access to your workspace. See the step-by-step walkthrough in the help centre.
See security settingsChoose Your Practice's AI Provider
Connect a supported AI provider to use Remindoo's AI-assisted functionality, such as the AI financial assistant. Supported providers: OpenAI and DeepSeek.
- Add a new provider
- View configured providers and when each was added
- Select or change the active provider
- Edit provider-account configuration
- Remove a provider account
AI output assists your team; it is not regulated financial or tax advice and does not replace professional judgement.
Adapt Remindoo to the Way Your Practice Works
Custom fields define what the practice records, campaigns and reminders manage communication, and notification settings control which operational updates each user receives.
- Client fields
- Campaigns
- Planned reminders
- Notifications
- Personal preferences
Customise Client Records Around Your Practice
Authorised users manage client fields across three areas:
- Basic Information
- Internal Information
- Contacts
- Search custom fields and see the total number
- Add a custom field
- Edit or delete eligible custom fields
- Standard system fields are protected from deletion
- Paginated field lists
Configure each field
- Field name
- Compulsory or optional
- Visible or hidden in the Clients table
- Applicable client types
- Field type (text or date)
- Selectable options where relevant
Apply fields to relevant client types
A field can apply to all client types or only selected ones.
Control Clients-table visibility
Show frequently used fields in the main Clients table without displaying every field.
Protected standard fields
Standard fields, such as company name, address, incorporation date or company UTR, may be locked against editing or deletion, depending on the client type. Eligible custom fields stay configurable.
Keep Your Personal Profile Current
Employees can maintain their own profile without needing access to the full Employee List. Roles and permissions are managed separately by administrators.
- Upload or change a profile photo
- View your current role
- Update email address, first and last name
- Select international area code and phone number
- Add or update a LinkedIn profile
- Manage personal security preferences
Personal multi-factor authentication
Each employee can view and manage the MFA setting on their own profile, and the practice can separately make MFA mandatory for all employees from Global Settings.
Explore Employee managementMonitor Communications Across Your Practice
Campaign Management keeps separate views for Clients, Leads and Employees, so each audience is monitored on its own.
- Campaign name, preview and recipient total
- Expand or collapse campaign details
- Separate audience tabs
- Select individual recipient rows
Recipient-level tracking
| Recipient | Status | Created | Error log | |
|---|---|---|---|---|
| Oak Lane Bakery Ltd | hello@example.com | Sent | 03/03 09:12 | No errors |
| J. Example | j.example@example.com | Failed | 03/03 09:12 | Error: mailbox not found |
See who was included and whether processing errors were detected. Campaigns do not report open rates, clicks or conversions.
Monitor Planned Service and Task Reminders
Planned Reminders brings reminder activity together in two areas: Services and Personal Task Reminders.
Service reminder activity
| Service | Subject | Recipients | BCC | Status | Completed | Error log |
|---|---|---|---|---|---|---|
| VAT return — Example Ltd | Your VAT records are due | 1 | 1 | Sent | 04/03 08:00 | No errors |
| Payroll — Sample & Co | Payroll information needed | 2 | 0 | Failed | 04/03 08:00 | Error log |
- View successful reminder activity
- Identify failed reminders and open the error log
- View the generated email
- Inspect recipient and BCC totals
- Page through reminder records
Monitor reminder delivery and investigate failed communications. Delivery is not guaranteed.
Personal task reminders
A separate area holds reminders connected with personal tasks.
Choose How You Receive Workflow Updates
- Turn a whole notification group on or off
- Control all in-app or all supported email notifications in a group
- Configure individual events
- See how many notifications are enabled
- Expand or collapse groups
- Save or cancel changes
Email delivery is available for supported notification types; some events are in-app only.
Tasks, checklists and comments
- Task assigned
- Task updated
- Removed from task
- Subtask assigned
- Removed from subtask
- Task deleted
- Checklist updated
- Checklist submitted
- Checklist comment
- Comment added
- Comment reply
- Mentioned in a comment
- Note added
- Partner assigned
- Service assigned
Leads and proposals
- Lead assigned
- Removed from lead
- Lead updated
- Lead converted
- Lead note added
- Lead task assigned
- Removed from lead task
- Lead task updated
- Proposal signed
- Proposal declined
Documents
- Document signed
- Document declined
Connect Practice Data, Communications and Alerts
- Customise client fields
- Use client information in workflows
- Run a client or lead campaign
- Send planned service reminders
- Monitor delivery and errors
- Receive relevant notifications
- Action occurs
- Preferences checked
- In-app alert and/or email
Campaign Management shows audience and recipient processing; Planned Reminders shows scheduled reminder delivery; Notification Management controls the updates each user receives.
Apply Consistent Settings Across Your Remindoo Workspace
- Practice information
- Email branding and connections
- HMRC account configuration
- Employee security
- AI-provider selection
- Consistent settings across Remindoo
Why Centralised Practice Settings Matter
Consistent practice information
One source for your practice details.
Recognisable email branding
Every email carries the same header and footer.
Connected client communications
Gmail and Outlook inboxes sit next to your client work.
Central HMRC account management
Agent connections organised in one place.
Stronger employee authentication
MFA required for everyone, not optional.
Flexible AI-provider selection
Choose and switch between supported providers.
Easier administrative control
Practice administrators manage it all from one area.
Reduced configuration inconsistency
Fewer one-off settings scattered across the team.
Administrative Permissions
Authorised roles can be given access to team and role management, templates, lead and proposal settings, tax liabilities, AI features, MFA, bulk communications and automation rules, while employees keep access to their own profile.
Explore Roles & PermissionsBranding Added to Every Template
Your standard header and footer are added automatically to email templates, so templates only hold the main content.
Explore Email templatesFrequently asked questions
What are Global Settings in Remindoo?
Global Settings is the administrative area where authorised users configure tenant-wide options: tenant information, email settings, HMRC connections, security and AI providers. These settings apply across your Remindoo workspace.
Can I manage my accountancy practice information centrally?
Yes. Practice name, contact numbers, business address, company number, region, country and default page length are kept in one place, alongside administrator and contact details.
Can I create branded email headers and footers?
Yes. You can build a reusable header with your logo and tagline and a footer with contact details, social links and disclaimers, using a rich-text editor.
Can I send a test email before saving my email design?
Yes. You can send a test email to check how the header and footer look before saving the tenant-wide design.
Can Remindoo connect to Gmail?
Yes. Google/Gmail accounts can be connected so emails can be managed inside Remindoo.
Can Remindoo connect to Outlook?
Yes. Microsoft Outlook accounts can be connected in the same way as Gmail.
Can I connect a shared company inbox?
Yes. Alongside personal mailboxes, you can connect a shared company inbox for practice-wide communication and see its provider, status, link date and most recent synchronisation.
Can I configure a reply-to email address?
Yes. You can set the reply-to address and the name used for outgoing correspondence, including bulk client emails.
Can I monitor my daily email allowance?
Yes. Email settings show your practice's remaining daily email allowance and its total daily sending allowance.
Can I manage HMRC agent accounts in Remindoo?
Yes. You can view, add and manage HMRC Agent Authorisation accounts, including XML HMRC accounts, and add, edit or remove HMRC tax-liability agent connections.
Which HMRC tax areas are shown in the connection settings?
VAT, PAYE, Self Assessment and Corporation Tax (CT600).
Can I require multi-factor authentication for every employee?
Yes. An administrator can make multi-factor authentication mandatory for all employees from one setting, rather than relying on each person to turn it on.
Which AI providers can be configured?
OpenAI and DeepSeek.
Can I choose which AI provider is active?
Yes. You can add providers, select the active one, change it later, edit its configuration or remove it. The active provider powers supported AI features such as the Financial Assistant, which assists your team and does not replace professional judgement.
Does connecting an HMRC account mean Remindoo files every tax return automatically?
No. Global Settings manages HMRC agent accounts and connections used to access supported client tax-liability information. It does not file returns, make tax payments or obtain HMRC authorisation for you.
Can I create custom fields for client records?
Yes. Authorised users can add, edit and delete eligible custom fields across Basic Information, Internal Information and Contacts.
Can a client field be made compulsory?
Yes. Each field can be set as compulsory or optional.
Can I choose which fields appear in the Clients table?
Yes. Each field can be shown or hidden in the main Clients table.
Can custom fields apply only to selected client types?
Yes. A field can apply to all client types or only selected ones.
Can employees edit their own profiles?
Yes. Employees can update their photo, name, email, phone number and LinkedIn profile, and manage personal security preferences.
Can employees change their own roles?
No. Employees can see their role, but roles are managed separately through employee administration and Roles & Permissions.
Can an employee enable multi-factor authentication?
Yes. Each employee can manage the MFA setting on their personal profile.
Can campaigns be separated by clients, leads and employees?
Yes. Campaign Management has separate views for clients, leads and employees.
Can I see campaign processing errors?
Yes. The campaign detail table shows each recipient's status and an error log, or a no-error status.
Can I monitor service reminders after they run?
Yes. Planned Reminders lists service reminder activity with subject, recipients, BCC, status, completion time and error log.
Can I see whether a reminder was sent or failed?
Yes. Each reminder shows a Sent or Failed status, and failed reminders have an error log.
Can I view the generated reminder email?
Yes. You can open the email that was sent.
Can I manage personal task reminders?
Yes. Personal task reminders have their own area within Planned Reminders.
Can notifications be received inside Remindoo?
Yes. Notifications can be delivered in-app, configured by group or by individual event.
Can notifications also be sent by email?
Yes, for supported notification types. Some events are in-app only.
Can I receive proposal signed or declined notifications?
Yes. Proposal signed and proposal declined are part of the lead notification group.
Can I receive document signed or declined notifications?
Yes. You can receive in-app and email updates when a document is signed or declined.
Configure Your Practice with Greater Control
See how Remindoo brings practice information, email configuration, HMRC connections, employee security and AI-provider settings together in one accountancy practice management platform.
Book a personalised demonstration based on your firm’s own process.
See it in action
More walkthroughs
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of 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.”
