Settings
Notification Management
Choose in-app and email notifications for task, subtask and checklist events in Remindoo.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Too many notifications and staff ignore them; too few and work slips. Remindoo's Notification Management lets you decide, event by event, which updates arrive in-app and which by email.
Notifications are grouped, for example Task & Subtask Notifications with fifteen notification types. Each group has master In-App and Email toggles showing how many types are enabled. Below, each event has its own row: Task Assigned, Task Updated, Removed from Task, Subtask Assigned, Removed from Subtask, Task Deleted, Checklist Updated, Checklist Submitted and Checklist Comment. Where email is not offered for an event, the column shows N/A.
A sensible set-up keeps the important events — a new task or subtask assigned, a checklist submitted — on both channels, while lower-priority updates stay in-app only. That helps staff focus, reduces missed handovers between preparer and reviewer, and supports quality control because people are told when work moves to them.
Collapse all keeps the page tidy, and Save or Cancel confirms your choices.
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.
What you can see
- Task & Subtask Notifications group with master In-App and Email toggles and enabled counts
- Notification Type, In-App and Email columns
- Events: Task Assigned, Task Updated, Removed from Task, Subtask Assigned, Task Deleted
- Checklist events: Checklist Updated, Checklist Submitted, Checklist Comment
- N/A where email is not available for an event
- Collapse all, Cancel and Save
Why it matters: Staff get the alerts that matter on the channel that suits them, so handovers are not missed.
Frequently asked questions
Can I control what each employee sees?
Yes. Roles set permissions per module (e.g. create/import clients, delete clients, view fee and hour aggregates) and whether a user sees All clients and tasks or Allocated Only.
Can Remindoo connect to HMRC?
Yes. Add HMRC agent authorisation accounts (including XML) and Tax Liability Agents for VAT, PAYE, SATR and CT600.
Can I enforce MFA?
Yes. Make multi-factor authentication mandatory for all employees.
Can staff connect an AI assistant like Claude or ChatGPT?
Yes, through MCP Access, which an admin can switch off for the whole practice and review per employee.
Can I turn off email notifications but keep in-app ones?
Yes. Each event has separate In-App and Email toggles.
Can I switch a whole group of notifications on or off?
Yes. Each group has master In-App and Email toggles.
Continue the Settings guide
See settings in Remindoo
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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.”
