Mailbox connected
Connect the Microsoft account your practice uses and client email becomes visible in Remindoo instead of one private inbox.
Integration · Email
Remindoo + Outlook email Integration
Connect Outlook so client emails are linked to the right client and task. Manage the client, the work and the deadlines in Remindoo while Outlook email does what it does best.
Remindoo
Outlook emailRemindoo connects your Outlook mailbox so client emails sit with the client and the work.
What you can do with Outlook email
- Keep client emails in context
- Send client emails from Remindoo
- Share visibility across the team
How the Outlook email connection works
What happens between Remindoo and Outlook email once the connection is switched on.
Email linked to the client and task
Messages are matched to the right client, so the conversation is part of the client history.
Email turned into work
Create a task from an email and most of the detail is pulled in automatically; you add anything extra and set the deadlines. Emails can be assigned to any user or all users, with client managers tagged automatically.
What this changes in your practice
- One shared view of client conversations
- Nothing lost when a colleague is on leave
- Requests become tracked work with an owner
- Less duplicated replying to the same client
Connecting Outlook email
Setting the connection up takes a few minutes and can be undone at any time.
- Open Integrations in your practice settings and choose Outlook.
- Sign in with the Microsoft account you use for client email.
- Approve the access request.
- Confirm recent client emails appear against the right clients.
See it with your own clients
Outlook email integration questions
Does this work with Microsoft 365?
Yes, the connection uses the Microsoft account your practice signs in with.
Who can see the email?
Access follows your roles and permissions, so you decide who sees which client email.
Do I need a separate Microsoft 365 subscription?
Yes. Remindoo connects to your own Microsoft 365 account, so you keep your existing Microsoft 365 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.”
