Bulk Client Actions for Busy Practices
Email, sync, reassign, update or delete across a whole selection of clients in one action.
Bulk client actions in Remindoo let an accountancy practice act on many clients at once. Select clients — or select all — then email them together, sync them with Companies House, reassign partners, service managers or assignees, update client status, or delete the selection.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- Select clients, or select all, to open the bulk action menu
- Email all selected clients at once
- Companies House sync for selected clients, with pending, completed and failed results
- Reassign partners, service managers or assignees across many clients
- Update client status in bulk
- Bulk delete is available; archive instead where the history is needed
The problem
One email at a time
A change that affects every client means the same message typed, or pasted, several hundred times.
Company data drifting
Registered details and dates change at Companies House and the practice's records quietly fall behind.
Reallocating a leaver's clients
Someone hands in their notice and a whole portfolio has to be moved record by record.
How Remindoo fixes it
| Problem | In Remindoo | Outcome |
|---|---|---|
| Emailing clients individually | Select clients, or select all, and email the whole selection | One message reaches everyone it should |
| Out-of-date company information | Companies House sync across selected clients, with pending, completed and failed results | Registered data refreshed in one run, with visibility of what failed |
| Moving a portfolio by hand | Reassign partners, service managers or assignees in bulk, and update status in bulk | A staff change is handled in an action rather than an afternoon |
Who it's for
Practice owners
See the state of the client base without asking three people.
Practice managers
Run onboarding, AML and deadlines the same way every time.
Team leads
Know who owns each client and each service before the deadline.
Bookkeepers
Find the client, the contact and the records in one place.
How it works in Remindoo
Tick clients, or select all, to open the bulk action menu.
Email all selected clients at once.
Sync selected clients with Companies House and see completed, pending and failed updates.
Reassign partners, service managers or assignees across many clients.
Update client status in bulk.
Delete a whole selection of clients at once.
Why it matters for UK accountancy practices
UK practices communicate with their whole client base more often than they expect: a change of Making Tax Digital requirements, a reminder before the 31 January Self Assessment deadline, a note about payroll year end. Sending those one at a time is where the message quietly stops going out.
Keeping registered data current matters just as much. Companies House is the source for a company's registered details and dates, and a bulk sync means the practice's records reflect the register rather than what was true at onboarding.
Staff changes are the third case. When someone leaves mid-year, their clients need new partners, service managers or assignees before the next deadline, and doing that in one action is what keeps the handover from becoming a gap.
Remindoo vs spreadsheets, email and paper files
| What you need | Spreadsheets, email and paper | Remindoo |
|---|---|---|
| Where client data lives | Split between spreadsheets, inboxes, drives and paper files | One client profile with details, contacts, services and history |
| Onboarding | Company details retyped by hand from Companies House | Company details and officers imported from Companies House |
| AML records | Word templates and scanned documents saved wherever there was room | Risk assessment and verification records held on the client profile |
| Deadlines | A date column somebody has to remember to update | Services with key dates, subtasks and preset reminders |
| Finding a client | Scrolling, or a spreadsheet with too many columns to read | Global search, sortable columns and saved multi-condition filters |
| Sharing documents | Unsecured email attachments with no way to withdraw access | Portal users you invite, resend to and unlink in one click |
Frequently asked questions
Can I email all my clients at once?
Yes. Tick the clients you want, or select all, and the bulk action menu includes emailing the selection. That is how practices send a single message about a deadline, a regulatory change or a practice announcement without sending it one client at a time.
How do I update Companies House data for many clients?
Select the clients and run the Companies House sync from the bulk action menu. Remindoo shows which updates are pending, which completed and which failed, so you can see at a glance whether any client needs to be looked at individually.
How do I reassign clients when a staff member leaves?
Select the affected clients and use the bulk reassignment action to change partners, service managers or assignees across the whole selection. The portfolio moves in one step rather than record by record, which matters when a leaver's notice period is short.
Can I change client status in bulk?
Yes. Client status can be updated across a selection from the bulk action menu, so a group of clients can be moved together when their circumstances change rather than being edited one profile at a time.
Is bulk delete reversible?
Treat deletion as permanent. Where you need to keep the history — a former client, a dormant company, an engagement that has ended — archive the client instead. Archiving takes them out of the active list while the record and its history remain available.
How many clients can I select?
You can tick individual clients or use select all to act on the whole list you are viewing. Because filters narrow the list first, most practices filter to the group they mean and then select all, which keeps the selection precise.
Related features
Find any client in seconds with search and filters
One complete client profile for your practice
Bulk actions and archiving for tasks
Remindoo is practice management software for accountancy and bookkeeping firms. See the client management hub or pricing with unlimited users.
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