How to manage notification control across Remindoo in Remindoo

Learn how to centralise notification settings, customise alerts by type and channel, and streamline your workflow to focus only on what matters most in Remindoo. This walkthrough is for UK accounting and bookkeeping practices using Remindoo, the CRM and practice management platform for accountants. Watch the interactive demo below to see each step.

Last updated: 24 September 2026

What can you do with this?

Learn how to centralise notification settings
Customise alerts by type and channel
Streamline your workflow to focus only on what matters most in Remindoo

Why does it matter for your practice?

Correct account settings keep your practice data protected and your team informed. A few minutes of configuration avoids confusion later.

Step-by-step

Open the relevant area in Remindoo.
Learn how to centralise notification settings.
Customise alerts by type and channel.
Streamline your workflow to focus only on what matters most in Remindoo.
Save your changes and check the result with your team.

Want to see this with your own clients?

Book a Demo Start free trial

Frequently asked questions

What does this Remindoo walkthrough cover?

Learn how to centralise notification settings, customise alerts by type and channel, and streamline your workflow to focus only on what matters most in Remindoo.

Who is this for?

UK accounting and bookkeeping practices that use Remindoo to run clients, deadlines and team work in one place.

Can I try this myself?

Yes. Start a free 60-day trial or book a demo and the Remindoo team will show you the steps with your own workflow.

Related help

Learn more about security settings in Remindoo, or browse all Settings & Security help articles.

Screenshot: How to configure tenant settings and security in Remindoo

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Screenshot: How to secure your account with multifactor authentication 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 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.”

Shaz Israr

“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”

Taxaccolega Chartered Accountants

“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.”

Afia Begum

“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”

Premier Books Consultancy Ltd