Internal notes on emails

Set it up once

Turn Internal notes on emails on for the services you deliver. Remindoo applies your practice defaults — owners, deadlines, templates and reminders — so you are not starting from a blank screen.

Run it day to day

Your team works in email triage & inbox as normal. Internal notes on emails keeps the detail attached to the right client and job, and updates everyone automatically when something changes.

See the whole picture

Everything feeds the dashboards and reports, so partners can see capacity, deadlines and progress across the practice without chasing anyone for an update.

Less admin

Stop rebuilding the same job in spreadsheets. Internal notes on emails removes the manual steps your team repeats every week.

Nothing slips

Deadlines, owners and next actions stay visible, so nothing sits waiting on somebody remembering it.

One source of truth

Part of 82 connected features — the same client record powers tasks, billing, documents and reporting.

What is Internal notes on emails in Remindoo?

Internal notes on emails sits inside the Email Triage & Inbox module of Remindoo, the practice management platform for US accountants and CPAs. It works off the same client record, workflows and reporting as the rest of the platform, so nothing has to be re-keyed between tools.

Which plan includes Internal notes on emails?

Internal notes on emails is part of the Growth plan. Growth adds the automation, AI and advanced reporting layers on top of everything in Core.

How long does it take to set up Internal notes on emails?

Most practices have Internal notes on emails running on the same day. Import your clients, pick the services you deliver and Remindoo configures the defaults for you — you can then adjust templates, owners and deadlines as you go.

Can I try Internal notes on emails before paying?

Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run Internal notes on emails against your real client list before committing.