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Bulk Archive

Loved by 100+ accountants and bookkeepers. Bulk Archive The Bulk Archive feature helps you move multiple tasks into the Archived section at once. Instead of archiving tasks individually, you can select several or all relevant tasks and archive them i

Loved by 100+ accountants and bookkeepers.

The Bulk Archive feature helps you move multiple tasks into the Archived section at once. Instead of archiving tasks individually, you can select several or all relevant tasks and archive them in a single action. This feature helps maintain a clean and focused task environment while preserving historical records.

What Bulk Archive Does

When you use Bulk Archive:

All selected tasks are moved to the Archived section.
The tasks are removed from active views (All, Not Started, In-Progress, Awaiting Feedback, Complete, etc.).
Task details, progress, comments, attachments, and history remain fully intact.
The tasks remain accessible in the Archived filter for future reference.

Unlike Bulk Delete, archiving does not permanently remove tasks.

How Bulk Archive Works

Navigate to the Tasks Menu.
Use the tick box above the task list to:Select all tasks at once, or
Manually select specific tasks.
Click on the Archive option.
Confirm the action.

All selected tasks will then move to the Archived section instantly.

When to Use Bulk Archive

Bulk Archive is especially useful in situations such as:

Closing completed projects
Archiving end-of-month or end-of-year compliance tasks
Finalising client engagements
Cleaning up completed cycles of recurring work
Organising historical records

Key Benefits

Keeps active task lists clean and focused
Preserves complete task history
Prevents accidental deletion of important records
Saves time by archiving multiple tasks at once
Improves system organization and clarity

Important Notes

Bulk Archive does not delete tasks.
Archived tasks remain searchable and accessible under the Archived filter.
Task data, comments, and history remain unchanged.
Always verify that the correct tasks are selected before confirming.

The Bulk Archive feature provides structured closure for completed work while maintaining full historical visibility and system organization.

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.

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Firms That Love Remindoo

Bulk Archive Tasks for a Streamlined Workflow

Archive multiple tasks at once to keep your task list organized, maintain focus on active work, and preserve historical records effortlessly.

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 sales tax, Corporate Tax, payroll, and Form 1040 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.

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