Link Emails to Clients

Loved by 100+ accountants and bookkeepers.

Managing client communication efficiently is essential for accounting firms handling multiple workflows at once. With Remindoo, the Link Emails to Clients feature ensures that every email is properly connected to the right client record, improving organization, visibility, and workflow accuracy.

Within the email module, users can directly link any email to a specific client using the “Link Client” option. This allows accountants to associate communication instantly without switching between systems. It ensures that all client-related emails are stored in the correct context for easy access later.

Remindoo includes a built-in search bar within the linked client section, making it easy to find and attach the correct client. Users can quickly type a client name and select it from the list, reducing manual effort and ensuring accurate email-to-client mapping across the system.

Once an email is linked to a client, it can also be connected to specific tasks and assigned to team members. This helps ensure that communication is not only stored correctly but also acted upon by the right person. It improves accountability and ensures that no client request is missed or delayed.

Emails linked to clients can be further organized using labels, making it easier to categorize and prioritize communication. Whether it’s compliance, urgent queries, or routine updates, structured labelling helps firms manage high volumes of client emails more efficiently and transparently.

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

Remindoo allows you to automatically link emails to the correct client records, keeping all communication organized in one place. This improves visibility across workflows and ensures nothing gets missed or misplaced.

AI-Powered Practice Management Software

Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.

Simple, Elegant & Easy to Use.

Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.

Unlimited Users. Built to Scale

Grow your team without per-user penalties. Software that supports expansion not restricts it.

Built-In Tax Liability Tracking for Clients

Track sales tax, Corporate Tax, payroll, and Form 1040 Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.

Intelligent Deadline & Workflow Automation

Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.

AI Task & Client Summaries

Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.

Data security with enterprise-grade encryption

Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.

Real-Time Dashboard & Compliance Visibility

Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.

Built for modern practices with powerful features that scale with your growth

Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.

Director @ BNW Accountants

The Secretary of State integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.

Director, Taxaccoelga Chartered Accountants

Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.

Director @ Naseems

Managing deadline and task is much easier with remindoo, the most easy to use CRM.

Bookkeper @ Bean Counter

Add or remove multiple services at once in Remindoo to keep client profiles up-to-date, maintain flexibility, and ensure operational efficiency