How to do it in Remindoo
- Open Email Connections.
- Review the linked personal and company mailboxes.
- Open email quota and reply-address settings.
- Review the configured reply address.
Email connections
Connect personal Gmail or Outlook and see the shared company inbox, provider, linked date and last sync.
Quota, reply address and sender name
See the daily email quota, set the reply-to address and the name used on bulk and client emails.
Loved by 100+ accountants and bookkeepers.
If you are running an accounting firm, every service begins with a task. Your deadlines and accountability can suffer if your task creation is slow or inconsistent. Remindoo’s Quick Task Creation is designed to make your task setup fast, structured and reliable. It gives your firm a consistent way to initiate work, assign responsibility and maintain visibility.
Branded Email Communication
By connecting your domain, all outgoing emails, including:
- Task reminders
- Deadline alerts
- Client notifications
- Workflow-triggered emails
- Internal updates are sent from your firm’s official email address.
This ensures every message reflects your brand, not a third-party system.
Domain-Based SMTP Configuration
Remindoo allows secure configuration of your email server settings, enabling:
- Custom sender addresses (e.g., [email protected] )
- Authenticated email delivery
- Secure transmission protocols
- Controlled outbound email management
This gives firms full ownership of their communication infrastructure.
Improved Deliverability & Trust
Emails sent from your verified domain typically achieve:
- Higher inbox placement rates
- Reduced spam filtering
- Stronger client trust
- Better brand recognition
Clients are more likely to open and respond to emails coming from a familiar, official domain.
Centralised Email Settings Management
All email configuration is managed from a dedicated Email Settings section within Global Settings. This ensures:
- Easy updates when credentials change
- Secure storage of configuration details
- Controlled access for authorised administrators
- Clear visibility over the email system status
Secure & Controlled Communication Flow
Connecting your own domain ensures:
- Secure server authentication
- Protection against unauthorised email usage
- Controlled sender identity
- Compliance-ready communication standards
For accounting firms handling sensitive financial information, secure email configuration is essential.
Scalable Communication Infrastructure
As your firm grows, sending high volumes of automated emails becomes seamless. Whether you’re managing:
- Hundreds of recurring compliance reminders
- Large payroll notifications
- Multi-client task updates
Your domain-based email system supports scalable, professional communication without compromising branding.
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
Branded Email Communication from Your Own Domain
Send professional emails directly from your firm’s domain within Remindoo, ensuring consistent branding and trusted communication with every client interaction.
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
Connect your firm’s domain and send professional, branded emails directly from the platform to maintain credibility, consistency, and trusted client communication.
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.”












