The thread lives with the client and the job it relates to.
Purpose-built Link emails to clients & tasks software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $75.00/month
Active workspace
Email Triage & Inbox · This week
Automatic matching by sender address
Assigned · Due this week
Manual linking to any client or task
Assigned · Due this week
Thread visible on the client timeline
Assigned · Due this week
Built for real practice work
Keep the owner, deadline, client context and next action together. Your team sees what matters without opening another spreadsheet or chasing an update.
Standardize the steps, automate handoffs and give every person a reliable next action.
Availability
Growth
Status: Live
Partners get visibility, managers get control and team members get a focused queue of work.
Configure your defaults once, then refine them as your practice grows.
Simple by design
A connected workflow from setup to review, without adding another disconnected tool.
Choose owners, deadlines and templates for link emails to clients & tasks.
Your team works from shared client context and clear next actions.
See status, blockers and history without asking for manual updates.
Included in Remindoo
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.
Plans & pricing
Priced per client with unlimited users. 60-day free trial. Pay yearly upfront and save 10%.
USD · excludes sales tax
Growth
RecommendedOur recommended plan — everything in Core, plus AI, analytics and priority support.
$75.00/mo
75 clients · excl. sales tax · $1.00 per client
or $810.00/year paid upfront (save 10%)
Link emails to clients & tasks included
Core
Standard plan with all essentials included.
$67.50/mo
75 clients · excl. sales tax · $0.90 per client
or $729.00/year paid upfront (save 10%)
Link emails to clients & tasks not included on this plan
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
Link emails to clients & tasks is part of Remindoo's Email Triage & Inbox workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
Link emails to clients & tasks is included in Growth, alongside advanced automation, AI and reporting.
Yes. Link emails to clients & tasks is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test Link emails to clients & tasks with your own clients and workflows. A card is required to begin.
Start with your own clients, deadlines and team. A card is required to begin the 60-day trial.
Start your trial