Bulk Archive Clients

Loved by 100+ accountants and bookkeepers.

The Bulk Archive feature in Remindoo allows accounting firms to archive several inactive client records in a single action. This helps maintain a clean and organized client database without permanently deleting historical records.

From the Client Management module (Clients menu), firms can:

Once selected, a small pop-up action menu appears. The fourth option, “Archive,” allows you to archive the selected clients instantly.

Archiving moves client records out of the active client list without permanently deleting them. This ensures that:

This is ideal for disengaged or inactive clients who may return in the future.

By archiving inactive clients, firms can:

This keeps your working environment focused on active clients only.

Bulk Archive makes it easy to manage client transitions, particularly during:

Instead of archiving clients one by one, firms can handle multiple records at once with full control.

The Bulk Archive feature provides a structured and secure way to manage inactive clients, ensuring your database remains organized while preserving important historical records within Remindoo.

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

Quickly manage inactive clients by archiving records in bulk, helping your firm keep a structured and efficient client database.

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