Deadline Tracker for Accountants

Never miss a client deadline again.

One place for every VAT, MTD, Corporation Tax, Self-Assessment and Companies House date your firm owns. Auto-synced, assigned, chased and signed off — with a daily diary your team actually wants to open.

  • Auto-sync from Companies House, HMRC, Xero, QuickBooks, Sage
  • Daily diary per fee-earner with priorities and risk flags
  • Team performance dashboards partners can read in 30 seconds
  • Built-in controls, sign-off gates and audit trail
Today's Diary
Tue, 9 Jun
Hartwell Joinery Ltd
VAT Q1 — file with HMRC
Due today
Northgrove Cafés
CT600 — partner sign-off
Due in 2 days
Mason & Hart
Accounts to Companies House
Records 90% in
Brightline Studio
Self-Assessment chase
Auto-reminder sent
12 jobs on track · 2 at risk
On-time rate 98%
0
Missed filings since go-live
12h
Saved per fee-earner per week
98%
On-time submission rate
30 days
Average time to go live
FEATURES

Everything your firm needs to stay on top of every date.

Auto Sync

Pulls deadlines from Companies House, HMRC, Xero, QuickBooks, Sage and IRIS in real time — no manual data entry.

Daily Diary

Every morning, each team member opens a clean diary of what's due today, this week and what's at risk.

Team Performance

Live dashboards showing workload, on-time rate, jobs in WIP and bottlenecks — partner-ready in one click.

Automations

Auto-assign jobs, chase missing records, send client reminders and escalate stuck items before they break.

Controls

Partner sign-off gates, locked deadlines, segregation of duties and a full immutable audit trail.

Smart Reminders

Multi-channel nudges over email, SMS and WhatsApp — to staff and to clients, on a schedule you control.

Document Checklists

Each deadline ships with the exact documents you need, ticked off as clients upload to the portal.

Risk Radar

Predicts which jobs are about to slip based on history, capacity and missing records — before they do.

Custom Workflows

Build your firm's playbook once — VAT, SA, CT, payroll, accounts — and run it the same way every quarter.

HOW IT WORKS

Live in 30 days. Calm by month two.

01
Connect

We link Companies House, HMRC agent services, your practice software and ledgers in one short session.

02
Import

Every client, every deadline, every responsible team member — imported and reconciled automatically.

03
Configure

Set your firm's rules: lead times, reminder cadence, sign-off gates and escalation paths.

04
Run

Your team opens the diary each morning. Partners see the dashboard. Nothing slips through.

WHY FIRMS SWITCH

From spreadsheet anxiety to partner-grade control.

Most firms run deadlines in a mix of Excel, Outlook reminders and people's memory. That model breaks the moment your client book grows. Deadline Tracker gives you one source of truth, one diary per person, and one dashboard the partners trust.

  • Replace 3-5 spreadsheets with one live system
  • Cut admin chase time by up to 70%
  • Show partners a real-time on-time submission rate
  • Sleep through January — really

“We went from missing two or three filings a quarter to zero. The daily diary alone has changed how my team starts the morning.”

Rachel Owens
Managing Partner, Owens & Co. — 14-partner firm, Leeds
FAQ

Common questions

How long does setup take?

Most firms are live within 30 days. We handle the integrations, data import and team training — you approve the workflows.

Does it replace our practice management system?

No. It sits alongside IRIS, CCH, Xero Practice Manager, BrightManager and similar — and keeps them in sync.

Is our client data safe?

Yes. UK-hosted on ISO 27001 infrastructure, GDPR compliant, with role-based access and a full audit trail.

Can we customise it?

Every workflow, reminder, dashboard and sign-off rule is configurable to how your firm actually operates.

See your firm's deadlines in one place.

Book a 30-minute demo. We'll load 10 of your clients live and show you what your diary would look like tomorrow.