Deadline Tracking
Tax deadline tracking software that tracks every deadline automatically.
Paloma's tax deadline tracking software puts a due date on every return and tracks it automatically - days counted, risks surfaced, extensions handled with one edit.
The deadline spreadsheet was right last Tuesday.
Manual date math
Due dates in a spreadsheet, updated when someone remembers - accurate exactly as often as someone remembers.
Extensions slip silently
An extended return leaves the April list and lands on... nothing. October arrives faster than anyone planned.
'What's at risk this week?'
The partner's Monday question requires twenty minutes of cross-checking to answer - every Monday.
What it does
Every return on a clock everyone can see.
A due date on every return
Every client folder carries its deadline, with smart defaults set by entity type the moment it's created.
Days left, at a glance
Countdowns and overdue flags live on the folder itself - urgency is visible where the work happens.
Risk floats to the top
What's due soonest surfaces first in dashboards and the upcoming feed, so Monday's answer is already on screen.
One-click extension handling
When a return goes on extension, edit the date once - every view, count, and alert follows automatically.
Alerts to the right people
Assigned staff see their approaching deadlines in the notification feed - accountability without a broadcast.
How it works
- 1
Every return gets a due date.
- 2
The days are counted automatically.
- 3
What is due soon floats to the top.
- 4
Nothing sneaks past the team.
Deadline tracking is the clock running over the whole tax workflow , and it pairs with quarterly estimated tax reminders to keep payment dates covered too.
Common Questions
Book time with Abby
15 minutes. See every deadline in your book on one screen - and what happens when one gets close.
Pick a timePrefer to write first? Contact us about Reminders.