Link emails to clients & tasks
The thread lives with the client and the job it relates to.
Module
Email Triage & Inbox
Plan
Growth
Status
Live
In this module
Feature 3 of 6
About this page
This page explains what Link emails to clients & tasks does inside Remindoo, how US accounting practices use it day to day, which plan it belongs to and what it costs. The thread lives with the client and the job it relates to. It is one of 82 features across the platform, and it shares the same client record as email triage & inbox, billing, documents and reporting — so the work you do here shows up everywhere else without re-keying.
What Link emails to clients & tasks does
The detail your team gets the moment this is switched on.
How it works
Set it up once
Turn Link emails to clients & tasks 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. Link emails to clients & tasks 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.
Why practices use it
Less admin
Stop rebuilding the same job in spreadsheets. Link emails to clients & tasks 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.
Plan availability
Link emails to clients & tasks is a Growth plan feature.
From $82.55/mo at 75 clients, excl. tax
Plans & pricing
Get Link emails to clients & tasks from $82.55/mo
Priced per client with unlimited users. 60-day free trial.
USD · excludes sales tax
Core
Standard plan with all essentials included.
$71.12/mo
75 clients · excl. sales tax · $0.95 per client
Link emails to clients & tasks not included on this plan
- Task, client & workflow management
- Proposals, engagements & e-signatures
- Client portal & document sharing
- Leads pipeline & automated reminders
Growth
RecommendedEverything in Core, plus advanced analytics and dedicated support.
$82.55/mo
75 clients · excl. sales tax · $1.10 per client
Link emails to clients & tasks included
- AI task & client summaries
- Email inbox integration & triage
- Tax liability visibility (12 months free)
- Advanced analytics, MFA & bulk comms
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
The rest of Email Triage & Inbox
Connect your mailbox so client email becomes tracked work instead of a private pile.
Connect inbox
Link Outlook or Google and work your email inside Remindoo.
View & manage emails in Remindoo
Read, reply, archive and assign without switching apps.
Convert emails to tasks
Turn a request into tracked work in one click.
Internal notes on emails
Discuss a client message privately before replying.
AI suggestions
AI reads the thread and proposes the reply, the task and the priority.
Frequently asked questions
What is Link emails to clients & tasks in Remindoo?
Link emails to clients & tasks 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 Link emails to clients & tasks?
Link emails to clients & tasks 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 Link emails to clients & tasks?
Most practices have Link emails to clients & tasks 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 Link emails to clients & tasks before paying?
Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run Link emails to clients & tasks against your real client list before committing.
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Import your clients, automate your deadlines and see the difference before you pay anything.