Mailbox connected
Connect the Google account your practice uses and client email becomes visible in Remindoo rather than sitting in one person's inbox.
Integration · Email
Remindoo + Google email (Gmail) Integration
Connect Google email so client conversations sit with the client record. Manage the client, the work and the deadlines in Remindoo while Google email (Gmail) does what it does best.
Remindoo
Google email (Gmail)Remindoo connects your Google mailbox so client emails sit with the client and the work.
What you can do with Google email (Gmail)
- Keep client emails in context
- Send client emails from Remindoo
- Stop hunting through inboxes
How the Google email (Gmail) connection works
What happens between Remindoo and Google email (Gmail) once the connection is switched on.
Email linked to the client
Messages are matched to the client record, so the history is there when anyone opens the client.
Email turned into work
Create a task from an email and most of the information is pulled in automatically; you add anything extra and set the deadlines. Emails can be assigned to any user or all users, and colleagues who manage that client are tagged automatically.
What this changes in your practice
- Client conversations stay with the client, not in a private inbox
- Cover is easy when someone is away
- Requests turn into tracked work instead of being forgotten
- Less hunting back through email threads
Connecting Google email (Gmail)
Setting the connection up takes a few minutes and can be undone at any time.
- Open Integrations in your practice settings and choose Google email.
- Sign in with the Google account you use for client email.
- Approve the access request.
- Check that recent client emails appear against the right clients.
See it with your own clients
Google email (Gmail) integration questions
Can the whole team see my mailbox?
Visibility follows your roles and permissions, so you control who can see which client email.
Can I reply from Remindoo?
Yes. Client emails can be sent from Remindoo, using your email templates and client details where you want them.
Do I need a separate Google Workspace subscription?
Yes. Remindoo connects to your own Google Workspace account, so you keep your existing Google Workspace plan and billing.
Can I switch the connection off later?
Yes. A connection can be disconnected in your practice settings at any time, and the records already in Remindoo stay where they are.
Other integrations
Built for UK practice growth
Every deadline. Every client. One system.
Start with the workflows that cause the most chasing, then bring leads, AML, proposals and clients into the same calm operating system.
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.”
