Send Newsletter
Send newsletters and bulk updates directly from Remindoo CRM, helping accountants communicate with clients efficiently and stay organised.
How to do it in Remindoo
- Select clients in the client list.
- Open the email action.
- Choose a linked mailbox and load a template.
- Review subject, BCC and attachments.
- Choose the displayed Send Now or campaign option.
Email selected clients
Send now from a linked mailbox or create a campaign that queues the emails. Load an email template, add a subject, BCC and attachments.
Loved by 100+ accountants and bookkeepers.
The Send Newsletter feature in Remindoo allows accounting firms to send email newsletters or bulk updates directly to selected client groups. This makes client communication faster, more organised, and centrally managed within the platform.
Bulk Client Selection
From the Clients section, firms can:
- Use the tick box at the top of the client list to select all clients
- Or manually select multiple specific clients
Once selected, a small pop-up action menu appears. By clicking Send Email, the bulk email window opens, allowing you to prepare and send your newsletter or update.
Centralised Email Composer
The email window provides a structured interface where you can:
- View selected recipients
- Choose an email template (optional)
- Add BCC recipients
- Enter a custom subject line
- Compose the email body
This keeps all bulk communications professional and consistent.
Template and Custom Email Support
Firms can either:
- Use predefined email templates for recurring updates
- Send fully customised emails for announcements, reminders, or regulatory updates
This flexibility supports both standardised communication and tailored messaging.
Adjustable Tokens for Personalisation
The interface supports adjustable tokens, allowing you to personalise emails dynamically (e.g., client name, service type). This ensures bulk emails still feel personalised and relevant to each recipient.
Efficient Mass Communication
With the Send Newsletter feature, firms can:
- Share regulatory updates
- Send tax deadline reminders
- Announce service changes
- Deliver marketing newsletters
- Communicate urgent updates
All without leaving Remindoo or relying on external email marketing tools.
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
Effortless Client Communication with Newsletters
Send email newsletters and updates to selected client groups instantly, making communication faster, organised, and fully managed within Remindoo.
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
Send newsletters and bulk updates directly from Remindoo. Keep clients informed, engaged, and up-to-date without leaving your accounting platform.
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.”
